Wealth Management Associate - Va Richmond, Falls Church (2620)

Equitable Holdings

Richmond, VA, US
Not specified; not specified; not specified
On-site
Client relationship management skills
Financial planning and analysis expertise
Investment advisory capabilities
Equitable Holdings is seeking a Wealth Management Associate in Richmond and Falls Church, VA, to support wealth management teams in delivering financial solutions and client service. The ideal candidate should possess strong communication skills and a background in finance or related fields

Job Summary

  • The role involves managing client portfolios and providing comprehensive wealth management solutions.
  • Candidates will be responsible for developing financial plans and advising clients on investment strategies.
  • The position offers opportunities to grow within a leading financial services organization.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate in Richmond and Falls Church, VA, to support wealth management teams in delivering financial solutions and client service. The ideal candidate should possess strong communication skills and a background in finance or related fields.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management skills
  • Financial planning and analysis expertise
  • Investment advisory capabilities

Nice-to-have

  • Strong communication and interpersonal skills
  • Proven track record in wealth management
  • Ability to build long-term client relationships

Key Requirements

  • Relevant experience in wealth management or financial services
  • Professional certifications such as CFP or CFA preferred
  • Valid state securities licenses required

Work Rights

Not specified

Tailored Resume

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