Wealth Management Associate - Retirement Benefits Group - Fl Orlando, Mt. Dora, Kissimmee, Daytona Beach, And Melbourne (5125)
Equitable Holdings
Orlando, FL, US
Not specified; not specified; not specified
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Retirement benefits planning
Client relationship management
Financial product knowledge
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Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in various Florida locations. The role emphasizes building client relationships and supporting financial planning services, requiring a mix of financial knowledge and interpersonal skills.
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Job Summary
This role focuses on advising clients within the Retirement Benefits Group across multiple Florida locations.
The position requires building and maintaining strong relationships with high-net-worth individuals and business owners.
Equitable Holdings offers a comprehensive platform to support professional growth and financial planning expertise.
Matching Summary
Match Score: 75
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Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in various Florida locations. The role emphasizes building client relationships and supporting financial planning services, requiring a mix of financial knowledge and interpersonal skills.
**
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Retirement benefits planning
Client relationship management
Financial product knowledge
Nice-to-have
Strong communication skills
Proven sales track record
Commitment to client success
Key Requirements
Series 6 and Series 63 licenses required
Bachelor's degree preferred
Experience in wealth management or financial services