Branch Support Analyst – Licensing & Controls

Equitable

Branch Support Analyst at Equitable offering customer service support and maintaining contract and licensing records in a hybrid environment. Collaborating with teams to ensure quality control and compliance.

Posted 5/16/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesJunior💰 $42,000 - $50,000 per yearWebsite

About the role

Key responsibilities & impact

Provide high level customer service support for the assigned Branches
Maintain field force Contract, Licensing and Registration records
Enter, update and maintain all records regarding new hire processing
Review and process the initial FINRA form U4s
Update and maintain candidate records using external and internal systems

Requirements

What you’ll need

Excellent communication skills
Strong work ethic
Ability to manage multiple tasks
Great organizational skills
Proficient knowledge of word processing and spreadsheet applications
Knowledge of SEC, FINRA and State Insurance licensing
Bachelor's degree
1+ years experience in Finance or Insurance industry

Benefits

Comp & perks

Medical
Dental
Vision
401(k) plan
Paid time off

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

word processingspreadsheet applicationsFINRA form U4

Soft Skills

communication skillswork ethictask managementorganizational skills

Certifications

Bachelor's degree