Wealth Management Associate - Ca, Irvine, La, Ventura (2248)

Equitable Holdings

Irvine, CA, US
Not specified; not specified; not specified
**
Client relationship management skills
Financial planning expertise
Investment advisory capabilities
** Equitable Holdings is seeking a Wealth Management Associate to join their team in California, specifically in Irvine, Los Angeles, and Ventura. This position requires a strong focus on client relationships and financial planning, with an emphasis on teamwork and client service. **

Job Summary

  • The role involves managing client relationships and providing comprehensive wealth management solutions.
  • Candidates will be responsible for developing financial plans and offering investment advisory services to clients.
  • This position offers opportunities to grow within a leading financial services organization in California.

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate to join their team in California, specifically in Irvine, Los Angeles, and Ventura. This position requires a strong focus on client relationships and financial planning, with an emphasis on teamwork and client service. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management skills
  • Financial planning expertise
  • Investment advisory capabilities

Nice-to-have

  • Strong communication abilities
  • Sales and business development focus
  • Team collaboration experience

Key Requirements

  • Relevant finance or wealth management background
  • Professional licensing (e.g., Series 7, 66)
  • Proven track record in client acquisition

Work Rights

Not specified

Tailored Resume

Cover Letter