Wealth Management Associate - Career Transition - FL; Tampa, Orlando, Miami Puerto

Wealth Management Associate - Career Transition Opportunity

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.

• 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’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

• 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)

• 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’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.

UNITED STATES-FL-Orlando

UNITED STATES-PR-Ponce, UNITED STATES-FL-Miami, UNITED STATES-FL-Tampa

Equitable Advisors

Entry level

Full-time

Finance and Sales

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)