Wealth Management Associate - Retirement Benefits Group - Oh; Cleveland, Akron, Canton (5166)

Equitable Holdings

Cleveland, OH, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Wealth management strategies
Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in the Cleveland area. The position focuses on providing retirement planning and investment advice to clients, emphasizing strong interpersonal skills and financial knowledge

Job Summary

  • This role focuses on delivering comprehensive wealth management solutions within the Retirement Benefits Group.
  • The position requires managing client relationships and developing tailored retirement strategies for diverse portfolios.
  • Candidates will collaborate with a team to drive business growth and ensure client satisfaction.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in the Cleveland area. The position focuses on providing retirement planning and investment advice to clients, emphasizing strong interpersonal skills and financial knowledge.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • retirement benefits expertise
  • client relationship management
  • wealth management strategies

Nice-to-have

  • strong communication skills
  • proven track record in sales
  • ability to work independently

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 65 or Series 7 license preferred
  • Experience in retirement planning and wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter