Entry Level - Wealth Manager - Charlotte, Raleigh & Wilmington, NC; Greenville, SC;

Entry Level - Wealth Manager – Charlotte, Raleigh & Wilmington, NC;
Greenville, SC

Join Equitable Advisors as a Wealth Manager. Our firm serves 2.4 million clients nationwide and offers a structured path to professional growth through licensing and hands‑on experience.

• Client Engagement – Build and nurture client relationships at networking events and portfolio reviews, ensuring consistent communication and progress tracking.
• Financial Strategy Development – Understand clients’ objectives and risk tolerance to devise personalized strategies and provide clear recommendations.
• Product & Service Consultation – Discuss financial products tailored to clients’ unique situations.
• Location – In‑office presence required.
• Work‑Life Balance – Flexible schedule to maximize productivity and personal time.

• Education – Bachelor’s degree or equivalent skills and work experience.
• Licensing – State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes – Values‑driven with a proven track record of success.
• Communication – Excellent interpersonal and communication skills with strong self‑confidence.
• Mindset – Entrepreneurial spirit with a desire to positively impact others.
• Collaboration – Ability to work with and learn from top performers.
• Work Authorization – Must be authorized to work in the United States.

• FINRA Sponsorship – Provided for required FINRA licensing.
• Preliminary Employment Period (PEP) – 120‑day hands‑on training.
• Virtual University – Continuous learning through Equitable Advisors’ Virtual University.
• Mentorship – Joint work and mentorship opportunities.
• Personalized Coaching – Guidance from a local Vice President throughout your journey.
• Leadership Development – Access to the Leadership Development School for those with management ambition.
• Professional Growth – Encouragement to pursue designations such as CFP®, ChFC, and the Credentialed Holistic Financial Coach program.

• Sign‑On Payment – Based on the time it takes to complete FINRA licenses and registrations and enter PEP.
• Stable Pay – Biweekly pay for eligible professionals.
• Commissions & Bonus – Eligible to earn commissions and bonus in addition to base pay.
• Benefits – Comprehensive health, dental, vision, 401(k), ESPP, disability, life insurance, and Transportation Reimbursement Incentive Program.

Equitable Advisors is committed to social impact and community engagement, offering wellness programs and employee resource groups. Our “1,000 Hours of Giving Back” and “Equitable Excellence” scholarships reflect our dedication to diversity, inclusivity, and community.

Equitable Advisors, LLC is an equal opportunity employer. M/F/D/V.

United States, NC, Charlotte

United States, NC, Wilmington;
United States, NC, Raleigh;
United States, SC, Greenville

Entry level

Part‑time

Finance and Sales