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Counsel – Wealth Management
EquitableCounsel supporting Equitable's Wealth Management business in structuring and negotiating transactions. Leading legal advisor on onboarding and acquisitions for financial professionals and advisory groups.
Posted 7/11/2026full-timeCharlotte • North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $220,000 - $274,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in legal advisory for wealth management transactions, including drafting and negotiating complex agreements, while ensuring compliance with regulatory standards and managing legal risks effectively.
Highest-signal resume keywords
Juris Doctor (JD)Active Bar Membership5+ Years Legal ExperienceDrafting and Negotiation SkillsWealth Management Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commercial AgreementsAsset Purchase AgreementsLoan AgreementsPromissory NotesNon-Compete AgreementsNon-Solicitation AgreementsLegal Risk AssessmentTransactional WorkflowsDebt Recovery Legal IssuesRegulatory Compliance
Soft Skills
Business JudgmentSolution-Oriented AdviceMulti-TaskingCollaboration
Certifications & Qualifications
Active Bar Membership
Industry Keywords
Wealth ManagementFinancial Advisor PlatformsBroker-DealerRIA EnvironmentsLegal Advisory
About the role
Key responsibilities & impact- Serve as the lead legal advisor to the Wealth Management business on acquisition of books of business and other transactional matters.
- Structure, draft, and negotiate a wide range of commercial agreements, including: Asset Purchase Agreements, Asset Retention Agreements, Loan Agreements, Promissory Notes, Other transaction-related and ancillary documentation.
- Provide legal support for: Onboarding of financial professionals and advisor groups
- Acquisitions of books of business by Equitable
- Acquisitions of books of business by existing Equitable financial professionals
- Review and advise on restrictive covenant agreements, including non-compete and non-solicitation agreements and provisions.
- Review financial professional candidate applications and hiring letters.
- Lead and partner with outside counsel to address various legal issues including those associated with debt recovery in the event of default on debts owed by financial professionals.
- Partner closely with internal stakeholders, including Compliance and Litigation, to ensure alignment on regulatory, risk, and dispute-related matters.
- Identify legal and regulatory risks and provide practical, business-focused solutions.
- Support the development and refinement of scalable legal processes for transactional workflows.
Requirements
What you’ll need- Juris Doctor (JD) and active bar membership in good standing
- 5+ years of combined relevant legal experience with law firms or serving as in-house counsel, with significant experience supporting wealth management firms.
- Experience with wealth management, financial advisor platforms, or broker-dealer/RIA environments.
- Established drafting and negotiation skills with experience handling complex agreements.
- Experience advising on non-compete and non-solicitation agreements.
- Ability to manage multiple transactions and priorities in a fast-paced environment.
- Demonstrated business judgment and the ability to provide practical, solution-oriented advice.
Benefits
Comp & perks- medical
- dental
- vision
- a 401(k) plan
- paid time off