Wealth Management Associate - Il, Springfield (2355)

Equitable Holdings

Springfield, IL, US
Not specified; not specified; not specified
On-site
Client relationship management
Financial planning expertise
Wealth management services
Equitable Holdings is seeking a Wealth Management Associate in Springfield, IL, to support its wealth management team. The role involves client relationship management and financial planning, emphasizing a collaborative and client-focused approach

Job Summary

  • The role involves managing client relationships and providing comprehensive wealth management solutions.
  • Candidates will be responsible for developing financial plans tailored to individual client needs.
  • 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 Springfield, IL, to support its wealth management team. The role involves client relationship management and financial planning, emphasizing a collaborative and client-focused approach.

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

  • Relevant experience in wealth management
  • Professional certifications (e.g., CFP, CFA)
  • Valid state licensing requirements

Work Rights

Not specified

Tailored Resume

Cover Letter