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Wealth Management Associate — Client Strategy & Growth
Job in
Cedar Rapids, Linn County, Iowa, 52404, USA
Listed on 2026-07-08
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Equitable Advisors is hiring a Wealth Management Associate in Cedar Rapids, IA, who will build client relationships and develop tailored financial strategies. The ideal candidate will possess a Bachelor's degree and necessary licensing, such as State Life & Health, SIE, Series 7, and Series 66.
This role emphasizes client engagement and communication, fostering a positive impact on clients' financial wellness.
Equitable Advisors supports professional growth with training programs, mentorship, and a flexible work-life balance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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