Wealth Management Associate - Atlanta, Ga (5192)

Equitable Holdings

Atlanta, Georgia, US
Not specified; not specified; not specified
**
Client relationship management
Financial planning expertise
Wealth management services
** Equitable Holdings is seeking a Wealth Management Associate in Atlanta, Georgia, to assist in providing financial advice and investment solutions to clients. The role emphasizes relationship building and requires strong communication skills, alongside a commitment to client service. **

Job Summary

  • This role focuses on providing comprehensive wealth management solutions to clients in the Atlanta area.
  • The position involves managing client relationships and developing tailored financial strategies.
  • Equitable Holdings offers a dynamic environment for professionals dedicated to financial growth.

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate in Atlanta, Georgia, to assist in providing financial advice and investment solutions to clients. The role emphasizes relationship building and requires strong communication skills, alongside a commitment to client service. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Wealth management services

Nice-to-have

  • Strong communication skills
  • Team collaboration
  • Market analysis knowledge

Key Requirements

  • Bachelor's degree preferred
  • Series 7 and 66 licenses required
  • Experience in wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter