Wealth Management Associate - Mn, Minneapolis (3686)

Equitable Holdings

Minneapolis, MN, US
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Financial planning expertise
Client relationship management
Investment portfolio analysis
** Equitable Holdings is seeking a Wealth Management Associate in Minneapolis, MN, to support financial advisors in managing client portfolios and delivering wealth management solutions. The ideal candidate will have strong interpersonal skills, a background in finance, and a commitment to client success. **

Job Summary

  • The role involves providing comprehensive wealth management solutions to clients in the Minneapolis area.
  • Candidates will be responsible for analyzing investment portfolios and developing tailored financial strategies.
  • Equitable Holdings offers a dynamic environment focused on client success and professional growth.

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate in Minneapolis, MN, to support financial advisors in managing client portfolios and delivering wealth management solutions. The ideal candidate will have strong interpersonal skills, a background in finance, and a commitment to client success. **

Skills & Requirements

Must-have

  • Financial planning expertise
  • Client relationship management
  • Investment portfolio analysis

Nice-to-have

  • Strong communication skills
  • Team collaboration abilities
  • Adaptability to market changes

Key Requirements

  • Relevant finance or business degree
  • Series licenses (e.g., Series 7, 63)
  • Minimum years of experience in wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter