Senior Wealth Management Counsel (Hybrid)

Equitable Services

Charlotte, NC

JOB DETAILS
SKILLS
Attorney, Contract Negotiation, Financial Services, Legal, Litigation, Maintain Compliance, Onboarding, Regulations, Risk Management, Wealth Management
LOCATION
Charlotte, NC
POSTED
2 days ago

Equitable in Charlotte, NC is seeking a Counsel - Wealth Management to serve as the primary legal partner handling onboarding of experienced financial professionals and acquisitions of books of business, with a hybrid on-site schedule.You will structure and negotiate asset purchase agreements, retention agreements, loan agreements, and related documents, while coordinating with Compliance and Litigation to manage regulatory risk and strategic growth.#J-18808-Ljbffr

About the Company

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Equitable Services