Wealth Management Associate - Ny, Melville (3921)

Equitable Holdings

Melville, NY, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Investment portfolio analysis
Equitable Holdings is seeking a Wealth Management Associate for their Melville, NY office. The role involves providing support in wealth management services, ensuring a focus on client relationships and financial planning

Job Summary

  • This role involves managing client wealth portfolios and providing comprehensive financial planning strategies.
  • The position requires building and maintaining strong relationships with high-net-worth individuals.
  • Candidates will be responsible for analyzing investment opportunities to meet client financial goals.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for their Melville, NY office. The role involves providing support in wealth management services, ensuring a focus on client relationships and financial planning.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong communication skills
  • Team collaboration abilities
  • Proven sales track record

Key Requirements

  • Relevant finance or business degree
  • Series 7 and 66 licenses preferred
  • Minimum years of wealth management experience

Work Rights

Not specified

Tailored Resume

Cover Letter