Wealth Management Associate - Retirement Benefits Group - Tx, Dallas (4044)

Equitable Holdings

Dallas, TX, US
Not specified; not specified; not specified
On-site
Retirement benefits planning
Wealth management services
Client relationship management
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 for retirement planning.
  • Candidates will work with a team to support the growth of Equitable Holdings' retirement benefits offerings.

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
  • wealth management services
  • client relationship management

Nice-to-have

  • strong communication skills
  • financial advisory experience
  • team collaboration

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 6 and Series 63 licenses required
  • Minimum years of wealth management experience

Work Rights

Not specified

Tailored Resume

Cover Letter