Equitable

Relationship Manager, Advisory and Investment Consulting

Equitable

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • North Carolina • United States

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Salary

💰 $75,000 - $85,000 per year

About the role

  • Build relationships with the Equitable Advisors field force
  • Support complex leadership and their FPs in building and growing their practices
  • Focus on defined segments to increase new assets in the territory
  • Support growth of advisory business and increasing the adoption of Unified Managed Accounts
  • Provide “go-to” support for our complexes and FPs

Requirements

  • Bachelor’s degree
  • 2+ years of investment advisory experience
  • FINRA Licenses Series 7 and 66 required
  • Demonstrated relationship management, sales, customer service, and presentation skills
  • Managed account, mutual fund, and brokerage experience
  • Financial planning experience
Benefits
  • medical, dental, vision
  • 401(k) plan
  • paid time off
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment advisorymanaged accountmutual fundbrokeragefinancial planning
Soft Skills
relationship managementsalescustomer servicepresentation
Certifications
Bachelor's degreeFINRA Series 7FINRA Series 66