Wealth Management Associate - Ny, Woodbury (2470)

Equitable Holdings

Woodbury, New York, United States
Not specified; not specified; not specified
**
Client relationship management
Financial planning expertise
Investment portfolio analysis
** Equitable Holdings is seeking a Wealth Management Associate for their Woodbury, NY office. The role focuses on supporting financial advisors in wealth management strategies and client engagement while being embedded in a collaborative and growth-oriented environment. **

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate for their Woodbury, NY office. The role focuses on supporting financial advisors in wealth management strategies and client engagement while being embedded in a collaborative and growth-oriented environment. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Investment portfolio analysis

Nice-to-have

  • Strong communication skills
  • Team collaboration abilities
  • Proven sales track record

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 7 and 66 licenses required
  • Minimum 2 years of wealth management experience

Work Rights

Not specified

Tailored Resume

Cover Letter