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

Wealth Management Associate - Career Transition Opportunity

Location:

Tampa, Orlando, Miami, Puerto Rico.

Discover a New Career Path in Wealth Management

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.

Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V.