Wealth Management Associate - Va, Roanoke (3542)

Equitable Holdings

Roanoke, VA, US
Not specified; not specified; not specified
**
Client relationship management
Financial planning expertise
Wealth management services
** Equitable Holdings is seeking a Wealth Management Associate for its Roanoke, VA location. The role focuses on providing comprehensive financial planning and wealth management services to clients, requiring strong interpersonal skills and financial acumen. **

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: 75

** Equitable Holdings is seeking a Wealth Management Associate for its Roanoke, VA location. The role focuses on providing comprehensive financial planning and wealth management services to clients, requiring strong interpersonal skills and financial acumen. **

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
  • Team collaboration abilities
  • Proven sales track record

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