Wealth Management Associate - Retirement Benefits Group - Or, Portland (5133)

Equitable Holdings

Portland, OR, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Financial planning knowledge
This role focuses on supporting the Retirement Benefits Group with wealth management strategies

Job Summary

  • This role focuses on supporting the Retirement Benefits Group with wealth management strategies.
  • The position requires managing client relationships and providing tailored financial solutions.
  • Candidates will work collaboratively within a team to deliver exceptional service to retirement plan participants.

Matching Summary

This role focuses on supporting the Retirement Benefits Group with wealth management strategies.

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
  • Adaptability in fast-paced environment

Key Requirements

  • Bachelor's degree in Finance or related field
  • Relevant experience in wealth management
  • Professional certifications preferred (e.g., CFP, CFA)

Work Rights

Not specified

Tailored Resume

Cover Letter