Wealth Management Associate - Retirement Benefits Group - Sc, Greenville (5088)

Equitable Holdings

Greenville, SC, US
Not specified; not specified; not specified
On-site
Retirement benefits planning
Wealth management services
Client relationship management
Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in Greenville, SC. This on-site role focuses on providing comprehensive financial planning and retirement solutions to clients, requiring strong interpersonal skills and financial acumen

Job Summary

  • This role focuses on providing wealth management solutions within the Retirement Benefits Group.
  • The position involves managing client relationships and developing comprehensive retirement strategies.
  • Candidates will work with a team to deliver financial advice to corporate clients.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in Greenville, SC. This on-site role focuses on providing comprehensive financial planning and retirement solutions to clients, requiring strong interpersonal skills and financial acumen.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • retirement benefits planning
  • wealth management services
  • client relationship management

Nice-to-have

  • strong communication skills
  • financial analysis expertise
  • team collaboration abilities

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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