Wealth Management Associate- Career Transition Opportunity - KANSAS / MISSOURI (Wichita, Kansas City, Saint Louis) (5068)
About The Position
Wealth Management Associate- Career Transition Opportunity - KANSAS / MISSOURI (Wichita, Kansas City, Saint Louis) (5068) Who Should Apply We’re seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including: Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation Legal Professionals, experienced in compliance, trust management, and client advocacy Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction Discover a New Career Path in Wealth Management Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you’re looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management. We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you’re navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services.
Requirements
- Bachelor’s degree or equivalent skills
- Strong interpersonal and communication skills
- Proven ability to build trust and long-term relationships
- Self-motivated with a growth mindset and entrepreneurial spirit
- Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)
Responsibilities
- Build and manage relationships with clients to understand their financial goals and needs
- Educate clients on financial products and services
- Collaborate with senior advisors to deliver financial solutions
- Stay current on market trends, financial regulations, and product offerings
- Participate in ongoing training and certification programs
Benefits
- Structured training and mentorship
- Competitive compensation with performance-based incentives
- Benefits package including health and 401(k) retirement plan
- Pathway to professional certifications and career advancement
- Supportive, collaborative team environment
- Opportunity to make a meaningful impact in clients’ lives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
