Wealth Management Associate- Career Transition - CAROLINAS

Wealth Management Associate
- Career Transition Opportunity - CAROLINAS (5068)

Join Equitable Advisors and bring your experience into a rewarding career in wealth management. If you’re ready to pivot from your current industry and leverage your client‑relationship skills, this role offers a unique pathway into financial services.

• 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 come from diverse backgrounds:

• Real Estate Professionals – client engagement, negotiation, asset evaluation
• Legal Professionals – compliance, trust management, client advocacy
• Business Owners – strategic planning, financial oversight, entrepreneurial thinking
• Banking Professionals – financial analysis, risk management, tailored solutions
• Account Managers – relationship building, client retention strategies, long‑term satisfaction

• 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 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. (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-8488828.1(10/25)(Exp.
10/29)

UNITED STATES-NC-Charlotte

UNITED STATES-NC-Wilmington, UNITED STATES-NC-Raleigh, UNITED STATES-SC-Greenville

Equitable Advisors

Entry level

Full‑time

Finance and Sales