Wealth Management Associate - Fl Tampa, St. Petersburg, Sarasota (3981)

Equitable Holdings

Tampa, FL, US
Not specified; not specified; not specified
**
Client acquisition and retention
Financial planning expertise
Investment product knowledge
** Equitable Holdings is seeking a Wealth Management Associate for its Tampa, St. Petersburg, and Sarasota locations. The role involves providing client support and assisting with financial planning and investment strategies. **

Job Summary

  • This role involves developing a book of business through client acquisition in the Tampa, St. Petersburg, and Sarasota areas.
  • The position requires providing comprehensive financial planning and investment solutions to meet client goals.
  • Equitable Holdings offers a supportive environment with training and resources to help associates succeed in wealth management.

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate for its Tampa, St. Petersburg, and Sarasota locations. The role involves providing client support and assisting with financial planning and investment strategies. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • client acquisition and retention
  • financial planning expertise
  • investment product knowledge

Nice-to-have

  • strong relationship building skills
  • entrepreneurial mindset
  • proven sales track record

Key Requirements

  • Series 6 or 7 license required
  • FINRA registration mandatory
  • Bachelor's degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter