Wealth Management Associate - Ca, San Diego (2267)

Equitable Holdings

San Diego, CA, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Sales and business development
The role involves managing client relationships and providing comprehensive wealth management solutions

Job Summary

  • The role involves managing client relationships and providing comprehensive wealth management solutions.
  • Candidates will be responsible for developing new business opportunities and expanding the client base.
  • The position offers a dynamic environment focused on delivering exceptional financial advice and service.

Matching Summary

The role involves managing client relationships and providing comprehensive wealth management solutions.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Sales and business development

Nice-to-have

  • Strong communication skills
  • Team collaboration abilities
  • Adaptability to market changes

Key Requirements

  • Relevant experience in wealth management or financial services
  • Series 7 and Series 66 licenses (or ability to obtain)
  • Bachelor's degree in Finance, Business, or related field

Work Rights

Not specified

Tailored Resume

Cover Letter