Equitable Advisors
Wealth Management Associate- Career Transition Opportunity - Great Plains (Nebra
Equitable Advisors, Cedar Rapids, Iowa, United States, 52404
Wealth Management Associate – Career Transition Opportunity – Great Plains
We are inviting experienced professionals to explore a rewarding career in wealth management. Equitable Advisors values transferable skills such as client relationship management, strategic thinking, and a passion for helping clients achieve their financial goals. This role is ideal for individuals eager to transition careers and 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 are looking for driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. Successful transitions have been seen from diverse backgrounds including real estate professionals, legal professionals, business owners, banking professionals, and account managers.
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 would love to hear from you. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.
Equitable Advisors, LLC, member FINRA, SIPC, is an equal opportunity employer. M/F/D/V. GE‑ 8488828.1 (10/25) (Exp. 10/29).
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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 are looking for driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. Successful transitions have been seen from diverse backgrounds including real estate professionals, legal professionals, business owners, banking professionals, and account managers.
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 would love to hear from you. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.
Equitable Advisors, LLC, member FINRA, SIPC, is an equal opportunity employer. M/F/D/V. GE‑ 8488828.1 (10/25) (Exp. 10/29).
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