Wealth Manager - Woodbridge
2 weeks ago

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.
Job description
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