Wealth Management Associate - Fl, Ft Lauderdale (6008)

Equitable Holdings

Ft Lauderdale, FL, US
Not specified; not specified; not specified
**
Client relationship management
Financial planning expertise
Wealth management services
** Equitable Holdings is seeking a Wealth Management Associate in Fort Lauderdale, FL, who will support financial advisors in managing client relationships and portfolios. The ideal candidate should possess strong interpersonal skills, a financial acumen, and a proactive approach to client service. **

Job Summary

  • The role involves managing client wealth and providing comprehensive financial planning services.
  • Candidates will be responsible for building and maintaining strong client relationships within the Fort Lauderdale area.
  • Equitable Holdings offers a dynamic environment for professionals dedicated to delivering exceptional financial solutions.

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate in Fort Lauderdale, FL, who will support financial advisors in managing client relationships and portfolios. The ideal candidate should possess strong interpersonal skills, a financial acumen, and a proactive approach to client service. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong communication skills
  • Proven track record in sales
  • Ability to build long-term relationships

Key Requirements

  • Relevant experience in wealth management
  • Professional licensing (e.g., Series 7, 63)
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter