Wealth Management Associate - Ut, Salt Lake City (3565)

Equitable Holdings

Salt Lake City, UT, US
Not specified; not specified; not specified
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Financial planning expertise
Client relationship management
Investment portfolio analysis
** Equitable Holdings is seeking a Wealth Management Associate in Salt Lake City, UT, to support its financial advisors in delivering personalized wealth management solutions. The ideal candidate will possess strong interpersonal skills and a background in financial services, contributing to a dynamic and client-focused team environment. **

Matching Summary

Match Score: 75

** Equitable Holdings is seeking a Wealth Management Associate in Salt Lake City, UT, to support its financial advisors in delivering personalized wealth management solutions. The ideal candidate will possess strong interpersonal skills and a background in financial services, contributing to a dynamic and client-focused team environment. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Financial planning expertise
  • Client relationship management
  • Investment portfolio analysis

Nice-to-have

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

Key Requirements

  • Relevant finance or business degree
  • Series 7 and 66 licenses preferred
  • Minimum years of experience in wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter