Wealth Management Associate - Mi, Troy (5047)

Equitable Holdings

Troy, MI, 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 its Troy, MI location. The ideal candidate will support financial advisors in managing client relationships and provide excellent customer service in a dynamic team environment

Job Summary

  • This role involves managing client portfolios and providing comprehensive wealth management solutions.
  • The successful candidate will be responsible for developing and maintaining strong client relationships.
  • Equitable Holdings offers a dynamic environment for professionals dedicated to financial excellence.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for its Troy, MI location. The ideal candidate will support financial advisors in managing client relationships and provide excellent customer service in a dynamic team environment.

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 track record in wealth management
  • Ability to build long-term client relationships

Key Requirements

  • Relevant experience in wealth management
  • Professional certifications (e.g., CFP, CFA)
  • Valid work authorization in the United States

Work Rights

Not specified

Tailored Resume

Cover Letter