Entry Level - Wealth Management VP Fast Track Program
Company: Equitable Advisors
Location: New Brunswick
Posted on: May 11, 2022
The ideal candidate will deliver personalized investment
solutions to help clients work toward their long-term financial
goals. They should be be comfortable creating financial plans and
cross checking work to ensure complete accuracy of information.
Responsibilities Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy Qualifications
Bachelor's degree in Finance or related field 5 years' of industry
experience Strong understanding of the investment business
Excellent interpersonal skills
Keywords: Equitable Advisors, New Brunswick , Entry Level - Wealth Management VP Fast Track Program, Executive , New Brunswick, New Jersey
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