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Wealth Management Associate- Career Transition Opportunity - Great Plains (Nebraska, Iowa) (5068)

Wealth Management Associate- Career Transition Opportunity - Great Plains (Nebraska, Iowa) (5068)

Omaha StaffingOmaha, NE, US
1 day ago
Job type
  • Full-time
Job description

Wealth Management Associate- Career Transition Opportunity

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.

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

Qualifications :

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

    • Qualifications :

  • 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)

    • What we offer :

  • 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

    • Ready to make the leap? 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.

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