Wealth Management Associate - Retirement Benefits Group - Wa, Yakima (4089)

Equitable Holdings

Yakima, WA, 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 to join their Retirement Benefits Group in Yakima, WA. The position requires a strong focus on client management and financial planning, emphasizing the candidate's ability to provide exceptional service and support to clients

Job Summary

  • This role focuses on providing wealth management solutions within the Retirement Benefits Group.
  • The position requires managing client relationships and advising on retirement strategies.
  • Candidates will work with Equitable Holdings to deliver comprehensive financial services.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate to join their Retirement Benefits Group in Yakima, WA. The position requires a strong focus on client management and financial planning, emphasizing the candidate's ability to provide exceptional service and support to clients.

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
  • proven sales track record

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 65 or Series 7 license preferred
  • Experience in retirement benefits sector

Work Rights

Not specified

Tailored Resume

Cover Letter