Wealth Management Associate - Retirement Benefits Group - Il, Peoria (5185)

Equitable Holdings

Peoria, IL, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Financial planning knowledge
Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in Peoria, IL. The position focuses on providing financial guidance and support to clients, emphasizing a collaborative company culture that values integrity and customer service

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in Peoria, IL. The position focuses on providing financial guidance and support to clients, emphasizing a collaborative company culture that values integrity and customer service.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Retirement benefits expertise
  • Client relationship management
  • Financial planning knowledge

Nice-to-have

  • Strong communication skills
  • Team collaboration abilities
  • Adaptability in fast-paced environment

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 63 and Series 65 licenses preferred
  • Experience in retirement benefits planning

Work Rights

Not specified

Tailored Resume

Cover Letter