Equitable Advisors · 1 week ago
Wealth Management Associate - Entry Level
Charlotte, NC
Full-time
Hybrid
New Grad, Entry LevelEquitable Advisors is a respected wealth management firm with a proven track record in the industry. They are seeking a Wealth Management Associate to help clients secure their financial well-being by providing financial services and products that address their evolving needs throughout their lifetime.
Financial Services
Responsibilities
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA registration requirements as well as help you navigate state licensing needs
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions
You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience
Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills
We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC)
In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform
We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School
Qualification
Required
Demonstrated patterns of success
Values driven
Entrepreneurial mindset
Knack for networking
Desire to shape and protect their future as well as those they serve
Ability to participate in Diversity, Equity, and Inclusion (DEI) initiatives
Willingness to engage in social impact and community engagement programs
Flexibility for Work Life Balance
Ability to pursue FINRA registration requirements
Ability to navigate state licensing needs
Skills in client relationship management
Product knowledge
Market development
Access to remote-work technology solutions
Preferred
Pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Financial Consultant (ChFC)
Participation in local and national development programs
Interest in management opportunities and leadership development
Benefits
Health and dental coverage options
Vision care coverage
401(k) Plan with company match
Employee Stock Purchase Plan (ESPP)
Short- and Long-Term Disability Programs
Basic Group Life Insurance
Transportation Reimbursement Incentive Program (“TRIP”)
Company
Equitable Advisors
We support your focus as a financial advisor Not every wealth management firm understands your need for independence and support.
5001-10000 employees
H1B Sponsorship
Equitable Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (18)
2023 (26)
2022 (37)
2021 (20)
2020 (12)
Funding
Current Stage
Late StageLeadership Team
Christopher Moss
Chief Operating Officer
David Carroll
Complex COO
Company data provided by crunchbase