Wealth Management Associate- Career Transition - Plains; Nebraska, Iowa;
Listed on 2026-01-02
-
Finance & Banking
Financial Consultant, Financial Sales
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.
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).
- 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.
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).
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).