Wealth Management Associate - Tx, Dallas (4096)

Equitable Holdings

Dallas, TX, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Investment portfolio analysis
This role involves providing comprehensive wealth management solutions to clients in the Dallas, Texas area

Job Summary

  • This role involves providing comprehensive wealth management solutions to clients in the Dallas, Texas area.
  • The position requires building and maintaining strong client relationships while delivering tailored financial strategies.
  • Equitable Holdings offers a dynamic environment for professionals dedicated to helping clients achieve their financial goals.

Matching Summary

This role involves providing comprehensive wealth management solutions to clients in the Dallas, Texas area.

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
  • Sales acumen in financial services
  • Proven track record of growth

Key Requirements

  • Relevant experience in wealth management or financial services
  • Professional certifications such as CFP or Series licenses
  • Bachelor's degree in Finance, Business, or related field

Work Rights

Not specified

Tailored Resume

Cover Letter