Wealth Management Associate - Retirement Benefits Group - Ca, San Francisco (4052)

Equitable Holdings

San Francisco, CA, US
Not specified; not specified; not specified
On-site
Retirement benefits planning
Client relationship management
Financial advisory services
This role focuses on delivering comprehensive wealth management solutions within the Retirement Benefits Group

Job Summary

  • This role focuses on delivering comprehensive wealth management solutions within the Retirement Benefits Group.
  • The position requires managing client relationships and providing strategic financial advice tailored to retirement needs.
  • Candidates will work in a collaborative environment supporting the growth of Equitable Holdings' retirement business.

Matching Summary

This role focuses on delivering comprehensive wealth management solutions within the Retirement Benefits Group.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Retirement benefits planning
  • Client relationship management
  • Financial advisory services

Nice-to-have

  • Strong communication skills
  • Team collaboration abilities
  • Client-focused mindset

Key Requirements

  • Bachelor's degree or equivalent experience
  • Relevant certifications in finance or wealth management
  • Minimum years of experience in wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter