Wealth Management Associate - Retirement Benefits Group - Oh, In & Ky (2538)

Equitable Holdings

Ohio, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Financial planning knowledge
Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group, focusing on clients in Ohio, Indiana, and Kentucky. The role requires a mix of financial acumen and interpersonal skills, alongside a commitment to providing exceptional client service

Matching Summary

Match Score: 75

Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group, focusing on clients in Ohio, Indiana, and Kentucky. The role requires a mix of financial acumen and interpersonal skills, alongside a commitment to providing exceptional client service.

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
  • Proven track record in sales

Key Requirements

  • Relevant experience in wealth management
  • Knowledge of retirement benefit products
  • Valid professional licenses if required

Work Rights

Not specified

Tailored Resume

Cover Letter