Financial Professional - Retirement Benefits Group - Wy, Id, Co And Mt (5236)

Equitable Holdings

Wyoming, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Financial planning skills
Client relationship management
Equitable Holdings is seeking a Financial Professional for their Retirement Benefits Group, focusing on clients in Wyoming, Idaho, Colorado, and Montana. The role emphasizes building relationships and providing tailored financial solutions to help clients plan for retirement

Job Summary

  • This role focuses on providing financial solutions within the Retirement Benefits Group.
  • The position covers multiple states including Wyoming, Idaho, Colorado, and Montana.
  • Candidates will work with Equitable Holdings to serve clients seeking retirement planning services.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Financial Professional for their Retirement Benefits Group, focusing on clients in Wyoming, Idaho, Colorado, and Montana. The role emphasizes building relationships and providing tailored financial solutions to help clients plan for retirement.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • retirement benefits expertise
  • financial planning skills
  • client relationship management

Nice-to-have

  • strong communication abilities
  • proven sales track record
  • entrepreneurial mindset

Key Requirements

  • relevant financial experience
  • licensing requirements may apply
  • willingness to travel regionally

Work Rights

Not specified

Tailored Resume

Cover Letter