Wealth Management Associate - Retirement Benefits Group - Ca, Los Angeles (3591)

Equitable Holdings

Los Angeles, CA, US
Not specified; not specified; not specified
On-site
Retirement benefits planning
Client relationship management
Financial product knowledge
This role focuses on delivering comprehensive wealth management solutions within the Retirement Benefits Group

Job Summary

  • This role focuses on delivering comprehensive wealth management solutions within the Retirement Benefits Group.
  • The position requires managing client relationships and providing strategic financial advice tailored to retirement needs.
  • Candidates will work in a collaborative environment supporting the growth of Equitable Holdings' retirement business.

Matching Summary

This role focuses on delivering comprehensive wealth management solutions within the Retirement Benefits Group.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Retirement benefits planning
  • Client relationship management
  • Financial product knowledge

Nice-to-have

  • Strong communication skills
  • Client-focused approach
  • Team collaboration

Key Requirements

  • Bachelor's degree preferred
  • Series 6 and 7 licenses required
  • Experience in wealth management or retirement planning

Work Rights

Not specified

Tailored Resume

Cover Letter