Wealth Management Associate - Ca, Folsom (3442)

Equitable Holdings

Folsom, California, US
Not specified; not specified; not specified
**
Client relationship management
Financial planning expertise
Wealth management experience
** Equitable Holdings is seeking a Wealth Management Associate for their Folsom, California office. The role requires strong financial acumen and interpersonal skills to assist clients in managing their wealth and investment strategies. **

Job Summary

  • The role involves managing client relationships and providing comprehensive wealth management solutions.
  • Candidates will be responsible for developing financial plans tailored to individual client needs.
  • The position offers opportunities to work with a leading financial services organization in Folsom, CA.

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate for their Folsom, California office. The role requires strong financial acumen and interpersonal skills to assist clients in managing their wealth and investment strategies. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Wealth management experience

Nice-to-have

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

Key Requirements

  • Relevant experience in wealth management
  • Bachelor's degree or equivalent
  • Series licenses (if applicable)

Work Rights

Not specified

Tailored Resume

Cover Letter