Wealth Management Associate - Retirement Benefits Group - In, Indianapolis (3184)

Equitable Holdings

Indianapolis, IN, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Financial planning knowledge
This role focuses on delivering comprehensive wealth management solutions specifically for retirement benefits

Job Summary

  • This role focuses on delivering comprehensive wealth management solutions specifically for retirement benefits.
  • The position requires managing client relationships and providing strategic financial advice to meet retirement goals.
  • Candidates will work within a dedicated Retirement Benefits Group at Equitable Holdings in Indianapolis.

Matching Summary

This role focuses on delivering comprehensive wealth management solutions specifically for retirement benefits.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Retirement benefits expertise
  • Client relationship management
  • Financial planning knowledge

Nice-to-have

  • Strong communication skills
  • Team collaboration abilities
  • Problem-solving mindset

Key Requirements

  • Bachelor's degree in Finance or related field
  • Relevant experience in wealth management
  • Series 63/65 licenses preferred

Work Rights

Not specified

Tailored Resume

Cover Letter