Wealth Management Associate
Equitable Advisors
Charlotte, NC0–2 yrs1h agovia LinkedIn
Posted 13 Nov 2026, 16:20 ET
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Work
- On-site in Charlotte
- Pay
- Not stated by the employer.
- Listed
- Nov 13, 2026 · still open
About the Role
Equitable Advisors invites experienced professionals to explore a career transition into wealth management. This role is ideal for individuals seeking to pivot from their current industry and leverage transferable 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.
Who Should Apply
Driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. Successful transitions have been observed from backgrounds including:
- Real Estate Professionals
- Legal Professionals
- Business Owners
- Banking Professionals
- Account Managers
Requirements & Tech Stack
- 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.