Wealth Management Associate - Tx: Fort Worth, Dallas, Houston, Austin, San Antonio (5146)

Equitable Holdings

Fort Worth, TX, US
Not specified; not specified; not specified
On-site
Financial planning expertise
Client relationship management
Investment advisory services
This role involves providing comprehensive wealth management solutions to clients across multiple Texas locations

Job Summary

  • This role involves providing comprehensive wealth management solutions to clients across multiple Texas locations.
  • The position requires managing client portfolios and delivering personalized financial advice to meet investment goals.
  • Equitable Holdings offers a dynamic environment for professionals dedicated to growing their wealth management careers.

Matching Summary

This role involves providing comprehensive wealth management solutions to clients across multiple Texas locations.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial planning expertise
  • Client relationship management
  • Investment advisory services

Nice-to-have

  • Strong communication skills
  • Proven sales track record
  • Strategic thinking abilities

Key Requirements

  • Relevant finance or business degree
  • Series 7 and 63/66 licenses required
  • Minimum years of experience in wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter