Wealth Management Associate - Me, Portsmouth (2375)

Equitable Holdings

Portsmouth, ME, US
On-site
Client relationship management
Financial planning expertise
Wealth management experience
Equitable Holdings is seeking a Wealth Management Associate for their Portsmouth, ME office. The role entails providing support to wealth management advisors, focusing on client service and operational excellence

Job Summary

  • The role involves managing client relationships and providing comprehensive wealth management solutions.
  • Candidates will be responsible for developing financial plans tailored to individual client needs.
  • The position offers opportunities to grow within a leading financial services organization.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for their Portsmouth, ME office. The role entails providing support to wealth management advisors, focusing on client service and operational excellence.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Wealth management experience

Nice-to-have

  • Strong communication skills
  • Proven sales track record
  • Team collaboration abilities

Key Requirements

  • Relevant wealth management experience
  • Professional certifications in finance
  • Valid work authorization in the US

Work Rights

Not specified

Tailored Resume

Cover Letter