Wealth Management Associate - Retirement Benefits Group - Il, Oak Brook (4092)

Equitable Holdings

Oak Brook, Illinois, US
Not specified; not specified; not specified
On-site
Retirement benefits expertise
Client relationship management
Wealth advisory services
Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in Oak Brook, Illinois. The ideal candidate will support wealth management operations and possess strong communication and analytical skills

Job Summary

  • This role focuses on delivering comprehensive wealth management solutions specifically for retirement benefits.
  • The position requires managing client relationships and providing strategic financial advice within the Retirement Benefits Group.
  • Candidates will work with Equitable Holdings to support diverse client needs in the Oak Brook, IL market.

Matching Summary

Match Score: 85

Equitable Holdings is seeking a Wealth Management Associate for their Retirement Benefits Group in Oak Brook, Illinois. The ideal candidate will support wealth management operations and possess strong communication and analytical skills.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • retirement benefits expertise
  • client relationship management
  • wealth advisory services

Nice-to-have

  • strong communication skills
  • team collaboration abilities
  • strategic financial planning

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter