Wealth Management Associate - Ma, Southeastern (5098)

Equitable Holdings

Massachusetts, US
Not specified; not specified; not specified
**
Client relationship management
Financial planning expertise
Investment advisory services
** Equitable Holdings is seeking a Wealth Management Associate for its Southeastern Massachusetts branch. This role focuses on providing financial planning and investment advice while fostering client relationships to help achieve their financial goals. **

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate for its Southeastern Massachusetts branch. This role focuses on providing financial planning and investment advice while fostering client relationships to help achieve their financial goals. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Investment advisory services
  • Sales and business development
  • Regulatory compliance knowledge

Nice-to-have

  • Strong communication skills
  • Proven track record of growth
  • Team collaboration mindset
  • Adaptability to market changes

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 7 and Series 66 licenses required
  • Minimum years of wealth management experience
  • Valid work authorization in the United States

Work Rights

Not specified

Tailored Resume

Cover Letter