Wealth Management Associate - Tx, Fort Worth (5243)

Equitable Holdings

Fort Worth, TX, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Wealth advisory services
This role involves managing client relationships and providing comprehensive wealth management solutions

Job Summary

  • This role involves managing client relationships and providing comprehensive wealth management solutions.
  • The position requires developing personalized financial strategies to meet client investment goals.
  • Candidates will work within a supportive team environment at Equitable Holdings in Fort Worth.

Matching Summary

This role involves managing client relationships and providing comprehensive wealth management solutions.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • client relationship management
  • financial planning expertise
  • wealth advisory services

Nice-to-have

  • strong communication skills
  • proven sales track record
  • client-centric approach

Key Requirements

  • Bachelor's degree in Finance or related field
  • Series 7 and Series 66 licenses required
  • Minimum years of experience in wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter