Entry Level – Wealth Manager - Oh, Cleveland (5106)

Equitable Holdings

Cleveland, OH, US
Not specified; not specified; not specified
On-site
Client relationship building
Financial planning expertise
Sales and business development
Equitable Holdings is seeking an Entry Level Wealth Manager for their Cleveland office, aimed at individuals ready to embark on a career in financial services. The position offers a structured training program and emphasizes a client-centric approach to wealth management

Matching Summary

Match Score: 75

Equitable Holdings is seeking an Entry Level Wealth Manager for their Cleveland office, aimed at individuals ready to embark on a career in financial services. The position offers a structured training program and emphasizes a client-centric approach to wealth management.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong communication skills
  • Entrepreneurial mindset
  • Team collaboration

Key Requirements

  • Bachelor's degree preferred
  • Willingness to learn financial products
  • Sales aptitude

Work Rights

Not specified

Tailored Resume

Cover Letter