Wealth Management Associate- Career Transition - UT, Salt Lake

Wealth Management Associate – Career Transition Opportunity – UT, Salt Lake City

Equitable Advisors invites experienced professionals to transition into a rewarding career in wealth management, leveraging client‑relationship and strategic skills to help individuals achieve financial goals.

• Build and manage client relationships 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 welcome driven individuals with strong client‑facing skills and a passion for helping others. Successful transitions have come from:

• Real Estate Professionals
• Legal Professionals
• Business Owners
• Banking Professionals
• Account Managers

• 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 insurance and 401(k) retirement plan
• Pathway to professional certifications and career advancement
• 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.