Wealth Management Associate - Ca, Los Angeles (5094)

Equitable Holdings

Los Angeles, CA, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Investment advisory skills
The role involves managing client relationships and providing comprehensive wealth management solutions

Job Summary

  • The role involves managing client relationships and providing comprehensive wealth management solutions.
  • Candidates will be responsible for developing personalized financial plans to meet client investment goals.
  • This position offers the opportunity to work with a leading financial services firm in Los Angeles.

Matching Summary

The 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
  • Investment advisory skills

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter