Wealth Management Associate - Retirement Benefits Group - Nj, Edison (2432)

Equitable Holdings

Edison, NJ, US
Not specified; not specified; not specified
**
Retirement benefits planning
Wealth management services
Client relationship management
** Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group based in Edison, NJ. The role focuses on assisting clients with retirement planning and financial management, requiring strong analytical and communication skills. **

Job Summary

  • This role focuses on delivering comprehensive wealth management solutions specifically for retirement benefits.
  • The position requires managing client relationships and providing strategic advice on retirement planning strategies.
  • Candidates will work within the Retirement Benefits Group at Equitable Holdings in Edison, New Jersey.

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group based in Edison, NJ. The role focuses on assisting clients with retirement planning and financial management, requiring strong analytical and communication skills. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • retirement benefits planning
  • wealth management services
  • client relationship management

Nice-to-have

  • strong communication skills
  • team collaboration
  • strategic financial planning

Key Requirements

  • Bachelor's degree or equivalent experience
  • Series 7 and Series 66 licenses preferred
  • Experience in retirement benefits or wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter