Wealth Management Associate - Retirement Benefits Group - Fl Tampa, St. Petersburg, Sarasota (3981)

Equitable Holdings

Tampa, FL, 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 its Retirement Benefits Group in Tampa, St. Petersburg, and Sarasota, FL. The role focuses on managing client relationships and advising on retirement benefits, requiring a strong background in finance and client engagement

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 across Florida locations.
  • Equitable Holdings offers a comprehensive platform for financial professionals to grow their practice.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Tampa, St. Petersburg, and Sarasota, FL. The role focuses on managing client relationships and advising on retirement benefits, requiring a strong background in finance and client engagement.

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
  • proven sales track record
  • financial planning expertise

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 65 or Series 7/66 licenses
  • Experience in retirement benefits or wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter