Wealth Management Associate - Il, Oak Brook (5183)

Equitable Holdings

Oak Brook, IL, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Investment advisory services
Equitable Holdings is seeking a Wealth Management Associate for their Oak Brook, IL location. The role emphasizes financial planning, client relationship management, and providing tailored 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 firm in Oak Brook.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for their Oak Brook, IL location. The role emphasizes financial planning, client relationship management, and providing tailored investment strategies.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Investment advisory services

Nice-to-have

  • Strong communication skills
  • Proven sales performance
  • Team collaboration abilities

Key Requirements

  • Relevant experience in wealth management
  • Series 7 and Series 66 licenses preferred
  • Bachelor's degree in Finance or related field

Work Rights

Not specified

Tailored Resume

Cover Letter