Wealth Management Associate - Retirement Benefits Group - Wi, Milwaukee (3632)

Equitable Holdings

Milwaukee, WI, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Wealth management advisory
Client relationship management
Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Milwaukee, WI. The role focuses on providing financial planning and investment advice to clients, emphasizing retirement solutions

Job Summary

  • This role focuses on delivering comprehensive wealth management solutions specifically for the Retirement Benefits Group.
  • The position requires managing client relationships and providing strategic advice on retirement planning strategies.
  • Candidates will work within a team environment at Equitable Holdings in Milwaukee, Wisconsin.

Matching Summary

Match Score: 80

Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Milwaukee, WI. The role focuses on providing financial planning and investment advice to clients, emphasizing retirement solutions.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • retirement benefits expertise
  • wealth management advisory
  • client relationship management

Nice-to-have

  • strong communication skills
  • team collaboration abilities
  • strategic financial planning mindset

Key Requirements

  • Bachelor's degree required
  • Series 6 and Series 63 licenses preferred
  • Experience in retirement benefits sector

Work Rights

Not specified

Tailored Resume

Cover Letter