Wealth Management Associate- Ny, Melville (3840)

Equitable Holdings

Melville, New York, US
Not specified; not specified; not specified
**
Client relationship management
Financial planning expertise
Investment advisory services
** Equitable Holdings is seeking a Wealth Management Associate for its Melville, New York location. The ideal candidate will support financial advisors in managing client portfolios, with a focus on client service and relationship building. **

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate for its Melville, New York location. The ideal candidate will support financial advisors in managing client portfolios, with a focus on client service and relationship building. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Investment advisory services

Nice-to-have

  • Strong communication skills
  • Team collaboration abilities
  • Proven sales performance

Key Requirements

  • Relevant finance or wealth management experience
  • Series 7 and 66 licenses preferred
  • Bachelor's degree in Finance or related field

Work Rights

Not specified

Tailored Resume

Cover Letter