Wealth Management Associate- Career Transition - KANSAS/MISSOURI; Wichita, Kansas
Listed on 2026-01-12
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Finance & Banking
Financial Consultant, Financial Sales
Location: St. Louis
Wealth Management Associate – Career Transition Opportunity
We are looking for a career‑transition candidate ready to bring client‑relationship skills into the world of wealth management and help clients achieve financial clarity and confidence.
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’re seeking driven individuals with strong client‑facing skills, business acumen, and a passion for helping others. Successful transitions have come from:
- Real Estate Professionals – client engagement, negotiation, asset evaluation
- Legal Professionals – compliance, trust management, client advocacy
- Business Owners – strategic planning, financial oversight, entrepreneurial thinking
- Banking Professionals – financial analysis, risk management, tailored solutions
- Account Managers – relationship building, client retention, long‑term satisfaction
- Bachelor’s degree or equivalent experience.
- 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, we’d 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).
Primary LocationUnited States – MO – St. Louis
Other Locations- United States – KS – Wichita
- United States – KS – Kansas City
Entry Level
Employment TypeFull‑time
Job FunctionFinance and Sales
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