Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Troy, MI, to assist clients with retirement planning and investment strategies. The ideal candidate will have strong interpersonal skills and knowledge in financial services, focusing on delivering top-notch service to clients
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 high-net-worth individuals in achieving their financial goals.
Matching Summary
Match Score: 80
Equitable Holdings is seeking a Wealth Management Associate for its Retirement Benefits Group in Troy, MI, to assist clients with retirement planning and investment strategies. The ideal candidate will have strong interpersonal skills and knowledge in financial services, focusing on delivering top-notch service to clients.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
retirement benefits planning
wealth management services
client relationship management
Nice-to-have
strong communication skills
financial analysis expertise
team collaboration abilities
Key Requirements
Bachelor's degree in Finance or related field
Series 7 and Series 66 licenses preferred
Experience in wealth management or financial services