Equitable Advisors
Wealth Management Associate- Career Transition Opportunity - KANSAS / MISSOURI (
Equitable Advisors, Wichita, Kansas, United States, 67232
Wealth Management Associate - Career Transition Opportunity (Kansas / Missouri)
Apply for this role at Equitable Advisors in Wichita, Kansas City, and Saint Louis.
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 into 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. Successful transitions have come from diverse backgrounds including:
Real Estate Professionals – client engagement, negotiation, asset evaluation.
Legal Professionals – compliance, trust management, advocacy.
Business Owners – strategic planning, financial oversight, entrepreneurial thinking.
Banking Professionals – financial analysis, risk management, tailored solutions.
Account Managers – relationship building, client retention, long–term 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 & 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. We’re an equal opportunity employer. M/F/D/V. GE‑ 8488828.1 (Exp. 10/29)
Primary Location: United States – MO – St. Louis.
Other Locations: United States – KS – Wichita; United States – KS – Kansas City.
Employment type: Full‑time. Job function: Finance and Sales.
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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 into 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. Successful transitions have come from diverse backgrounds including:
Real Estate Professionals – client engagement, negotiation, asset evaluation.
Legal Professionals – compliance, trust management, advocacy.
Business Owners – strategic planning, financial oversight, entrepreneurial thinking.
Banking Professionals – financial analysis, risk management, tailored solutions.
Account Managers – relationship building, client retention, long–term 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 & 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. We’re an equal opportunity employer. M/F/D/V. GE‑ 8488828.1 (Exp. 10/29)
Primary Location: United States – MO – St. Louis.
Other Locations: United States – KS – Wichita; United States – KS – Kansas City.
Employment type: Full‑time. Job function: Finance and Sales.
#J-18808-Ljbffr