Wealth Management Associate- Career Transition - KANSAS/MISSOURI; Wichita, Kansas
Listed on 2026-01-12
-
Finance & Banking
Financial Consultant, Financial Sales
Wealth Management Associate - Career Transition Opportunity (Kansas / Missouri)
Apply for this role at Equitable Advisors in Wichita, Kansas City, and Saint Louis.
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 into financial services.
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 achieve their goals. Successful transitions have come from diverse backgrounds including:
- Real Estate Professionals – client engagement, negotiation, asset evaluation.
- Legal Professionals – compliance, trust management, 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 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 & 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
, member FINRA, SIPC. We’re an equal opportunity employer. M/F/D/V. GE‑ 8488828.1 (Exp. 10/29)
Primary
Location:
United States – MO – St. Louis.
Other Locations:
United States – KS – Wichita;
United States – KS – Kansas City.
Employment type:
Full‑time. Job function:
Finance and Sales.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).