Counsel - Wealth Management (HYBRID)

Equitable - Charlotte, NC

Hiring: Counsel - Wealth Management (HYBRID) Company: Equitable Location: Charlotte, NC Job Posted Time: 2026-09-13 19:51:15 Employment Type: Remote Target Skills & Keywords : Compliance, Flink, HBase, Plaid About the job Required Skills: •At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859. •The Equitable Law Department’s Mission is to Serve as Equitable’s trusted counsel, e •mpowering Equitable to pursue its noble purpose by upholding the highest standards, forging collaborative relationships and delivering creative solutions. •At Equitable we have reimagined how we want to work and are guided by principles of inclusivity, flexibility, and connection. Come join us and enjoy working for a leading financial services company with an amazing and diverse culture! We offer a flexible hybrid office/remote work environment, and this position is located in our Charlotte, NC office. •Equitable is seeking a highly motivated and business-oriented attorney, experienced in advising wealth management firms to serve as Counsel supporting its Wealth Management business. This role will be the primary legal partner responsible for structuring, negotiating, and executing transactions related to the onboarding of experienced financial professionals and acquisitions of books of business. •This is a high-impact role offering direct engagement with senior business leaders and the opportunity to shape strategic growth initiatives within the Wealth Management business area. •What You’ll Be Doing •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: Compensation: •$220,000 - $274,000 Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!