Wealth Management Associate - Ny, New York (3922)

Equitable Holdings

New York, NY, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Wealth management services
This role focuses on managing high-net-worth client relationships and providing comprehensive wealth management solutions

Job Summary

  • This role focuses on managing high-net-worth client relationships and providing comprehensive wealth management solutions.
  • The position involves developing personalized financial plans to meet client investment and retirement goals.
  • Candidates will work within a collaborative team environment at Equitable Holdings in New York.

Matching Summary

This role focuses on managing high-net-worth client relationships and providing comprehensive wealth management solutions.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Wealth management services

Nice-to-have

  • Strong communication skills
  • Proven track record in sales
  • Team collaboration abilities

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 7 and Series 66 licenses required
  • Minimum 2 years of wealth management experience

Work Rights

Not specified

Tailored Resume

Cover Letter