Wealth Management Associate - Retirement Benefits Group - Va, Richmond (4016)

Equitable Holdings

Richmond, VA, US
**
Retirement benefits expertise
Wealth management services
Client relationship management
** Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Richmond, VA. The role requires strong analytical skills and a customer-focused approach to assist clients in their retirement planning needs. **

Job Summary

  • This role focuses on providing wealth management solutions within the Retirement Benefits Group.
  • The position involves managing client relationships and advising on retirement benefit strategies.
  • Candidates will work in a dynamic environment supporting financial planning for diverse clients.

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Richmond, VA. The role requires strong analytical skills and a customer-focused approach to assist clients in their retirement planning needs. **

Skills & Requirements

Must-have

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

Nice-to-have

  • strong communication skills
  • financial planning background
  • team collaboration abilities

Key Requirements

  • Bachelor's degree preferred
  • Experience in wealth management
  • Knowledge of retirement plans

Work Rights

Not specified

Tailored Resume

Cover Letter