Entry Level - Wealth Manager - Al, Trussville Birmingham (4042)

Equitable Holdings

Trussville, Alabama, US
Not specified; not specified; not specified
On-site
Entry level position
Client relationship management
Financial planning expertise
Equitable Holdings is seeking an Entry Level Wealth Manager for its Trussville, Alabama, location. The role is geared towards individuals who are starting their careers in wealth management and offers an opportunity to build a robust foundation in the financial services sector

Job Summary

  • This entry-level role focuses on developing wealth management strategies for clients in the Birmingham area.
  • Candidates will be responsible for building client relationships and providing comprehensive financial advice.
  • The position offers opportunities for professional growth within a leading financial services organization.

Matching Summary

Match Score: 75

Equitable Holdings is seeking an Entry Level Wealth Manager for its Trussville, Alabama, location. The role is geared towards individuals who are starting their careers in wealth management and offers an opportunity to build a robust foundation in the financial services sector.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Entry level position
  • Client relationship management
  • Financial planning expertise

Nice-to-have

  • Strong communication skills
  • Sales driven mindset
  • Team collaboration abilities

Key Requirements

  • Bachelor's degree preferred
  • Series 65 or 7 license required
  • No prior experience necessary

Work Rights

Not specified

Tailored Resume

Cover Letter