Wealth Management Associate - Retirement Benefits Group - Kansas City (5108)

Equitable Holdings

Kansas City, MO, US
Not specified; not specified; not specified
**
Retirement benefits expertise
Client relationship management
Financial planning skills
** Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Kansas City. The ideal candidate will play a pivotal role in supporting retirement planning and investment strategies while enjoying a range of competitive benefits. **

Job Summary

  • This role focuses on delivering comprehensive wealth management solutions specifically for retirement benefits.
  • The position requires managing client relationships and providing strategic financial advice to meet retirement goals.
  • Candidates will work within a dedicated Retirement Benefits Group at Equitable Holdings in Kansas City.

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Kansas City. The ideal candidate will play a pivotal role in supporting retirement planning and investment strategies while enjoying a range of competitive benefits. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Retirement benefits expertise
  • Client relationship management
  • Financial planning skills

Nice-to-have

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

Key Requirements

  • Bachelor's degree or equivalent experience
  • Series 6 and Series 63 licenses required
  • Minimum years of wealth management experience

Work Rights

Not specified

Tailored Resume

Cover Letter