Wealth Management Associate - Md, Baltimore , Columbia (4008)

Equitable Holdings

Baltimore, MD, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Wealth management services
This role involves managing high-net-worth client portfolios and providing comprehensive wealth management solutions

Job Summary

  • This role involves managing high-net-worth client portfolios and providing comprehensive wealth management solutions.
  • The successful candidate will build and maintain strong relationships with clients to drive business growth.
  • Equitable Holdings offers a dynamic environment for professionals passionate about financial advisory and client success.

Matching Summary

This role involves managing high-net-worth client portfolios and providing comprehensive wealth management solutions.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Financial planning expertise
  • Wealth management services

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter