Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming (2293)

Equitable Holdings

Idaho, US
Not specified; not specified; not specified
On-site
Retirement benefits planning expertise
Client relationship management skills
Financial advisory experience
Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group, covering the states of Idaho, Montana, Utah, and Wyoming. The role demands expertise in wealth management and retirement planning, coupled with strong interpersonal skills to build client relationships

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group, covering the states of Idaho, Montana, Utah, and Wyoming. The role demands expertise in wealth management and retirement planning, coupled with strong interpersonal skills to build client relationships.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Retirement benefits planning expertise
  • Client relationship management skills
  • Financial advisory experience

Nice-to-have

  • Strong communication abilities
  • Proven track record of sales growth
  • Ability to work independently

Key Requirements

  • Relevant finance or wealth management background
  • Experience with retirement benefit products
  • Valid state-specific licensing if required

Work Rights

Not specified

Tailored Resume

Cover Letter