Equitable Advisors
Wealth Management Associate - Career Transition Opportunity - FL (Tampa, Orlando
Equitable Advisors, Ponce, Ponce, us, 00716
Wealth Management Associate - Career Transition Opportunity - FL (Tampa, Orlando, Miami) Puerto Rico (5068)
Join to apply for the Wealth Management Associate - Career Transition Opportunity - FL (Tampa, Orlando, Miami) Puerto Rico (5068) role at Equitable Advisors.
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.
Key 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
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
Qualifications
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)
What We Offer
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
Ready to Make the Leap? If you’re ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we’d love to hear from you.
Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8488828.1(10/25)(Exp.10/29)
Primary Location UNITED STATES-FL-Orlando
Other Locations UNITED STATES-PR-Ponce, UNITED STATES-FL-Miami, UNITED STATES-FL-Tampa
Organization Equitable Advisors
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
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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.
Key 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
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
Qualifications
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)
What We Offer
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
Ready to Make the Leap? If you’re ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we’d love to hear from you.
Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8488828.1(10/25)(Exp.10/29)
Primary Location UNITED STATES-FL-Orlando
Other Locations UNITED STATES-PR-Ponce, UNITED STATES-FL-Miami, UNITED STATES-FL-Tampa
Organization Equitable Advisors
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
#J-18808-Ljbffr