Wealth Management Associate - Idaho, Montana, Utah & Wyoming (2293)

Equitable Holdings

Idaho, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Wealth management experience
Equitable Holdings is seeking a Wealth Management Associate to serve clients in Idaho, Montana, Utah, and Wyoming. The role requires strong interpersonal skills and financial acumen to support wealth management services, while offering opportunities for professional growth within a collaborative environment

Matching Summary

Match Score: 75

Equitable Holdings is seeking a Wealth Management Associate to serve clients in Idaho, Montana, Utah, and Wyoming. The role requires strong interpersonal skills and financial acumen to support wealth management services, while offering opportunities for professional growth within a collaborative environment.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Wealth management experience

Nice-to-have

  • Strong communication skills
  • Proven track record of success
  • Ability to build networks

Key Requirements

  • Valid securities licenses (Series 6/7)
  • Bachelor's degree preferred
  • Experience in wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter