Wealth Management Associate - NC, Raleigh, Wake Forest, Greenville & Wendell (2414)
Equitable AdvisorsRaleigh, North Carolina, United States • Wake Forest, North Carolina, United States • Greenville, North Carolina, United States • North Carolina, United States
Posted December 26, 2025
Full Time
About the Company
Equitable Advisors is committed to making a positive impact in the lives of its clients and people. We value diversity and inclusivity, offer wellness programs and employee resource groups.
Job Description
Wealth Management Associate role at Equitable Advisors, helping clients achieve financial wellness through client engagement, financial strategy development, and product consultation. In-office presence required. Flexible schedule for work-life balance.
Requirements
- Bachelor's degree or equivalent skills and work experience
- State Life & Health, SIE, Series 7, Series 66 licenses
- Personal attributes: values-driven, track record of success and accomplishment
- Excellent communication and interpersonal skills
- Entrepreneurial spirit and desire to positively impact others' lives
- Ability to work with and learn from top performers
- Authorized to work in the United States
Benefits
- Comprehensive benefits programs including health, dental, vision, 401(k), Employee Stock Purchase Plan (ESPP), disability, life Insurance, and Transportation Reimbursement Incentive Program (TRIP)