Wealth Manager - Woodbridge

Only for registered members Woodbridge, United States

2 weeks ago

Default job background
$33,400 - $0 (USD)

Job summary

Wealth manager role at Equitable Advisors. Responsibilities include building client relationships through networking events and portfolio management. Requirements include bachelor's degree or equivalent skills and work experience.

Responsibilities

  • Build and nurture client relationships through networking events and portfolio management.
  • Understand clients' financial objectives and risk tolerance to devise personalized strategies.
  • Discuss financial products and services tailored to clients' unique situations.

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