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

Job Overview

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

United States – NC – Charlotte.

Raleigh, NC & Wilmington, NC;
Greenville, SC.

Equitable Advisors – dedicated to making a positive impact in the lives of its clients. 4,300+ financial professionals across the U.S. 2.4 million clients nationwide. Mission: to make a difference in the lives of others.

• Client Engagement – build and nurture client relationships through networking events and portfolio management.
• Financial Strategy Development – understand clients’ objectives and risk tolerance to devise personalized strategies.
• Product and Service Consultation – discuss tailored financial products and services.
• Location – in‑office presence required.
• Work‑Life Balance – flexible schedule to maximize productivity and personal time.

• Education – Bachelor's degree or equivalent experience.
• Licensing – State Life & Health, SIE, Series 7, Series 66.
• Personal Attributes – values‑driven with a track record of success.
• Communication Skills – excellent interpersonal communication and strong self‑confidence.
• Mindset – entrepreneurial spirit with a desire to positively impact others’ lives.
• Collaboration – ability to work with and learn from top performers.
• Work Authorization – must be authorized to work the United States.

• FINRA Sponsorship – provided for required FINRA licensing.
• Preliminary Employment Period (PEP) – 120‑day hands‑on training.
• Virtual University – continuous learning.
• Mentorship – joint work and mentorship opportunities.
• Personalized Coaching – local Vice President coaching.
• Leadership Development – Leadership Development School for management ambition.
• Professional Growth – encourage designations such as CFP®, ChFC, Credentialed Holistic Financial Coach.
• Sign‑On Payment – based on completion of FINRA licenses and PEP.
• Stable Pay – biweekly pay for eligible professionals.
• Commissions and Bonus – eligible to earn commissions and bonus.
• Benefits – health, dental, vision, 401(k), ESPP, disability, life insurance, TRIP.

Equitable Advisors is committed to making a difference in the lives of its people and communities. Diversity and inclusivity are valued with wellness programs and employee resource groups. Programs such as 1,000 Hours of Giving Back and Equitable Excellence award scholarships.

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