Senior Counsel – Wealth Management & Advisor Growth

Equitable Advisors; Charlotte (NC); Hybrid; USD 220,000 - 274,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k)

Paid time off

Job summary

Equitable is seeking a highly motivated attorney to serve as Counsel, Wealth Management & Advisor Growth. You will be the primary legal partner supporting recruitment of experienced professionals, acquisitions of books of business, and strategic initiatives expanding our Wealth Management platform.

This hybrid role involves advising senior leadership, negotiating complex agreements, and partnering with Compliance, Risk and business leaders to balance legal risk with growth objectives.

Qualifications

• JD from an accredited law school and active bar membership.
• 5+ years of legal experience supporting wealth management firms.
• Experience advising on complex transactional and strategic matters.
• Strong drafting, negotiation, and deal-structuring skills.
• Experience with restrictive covenants and advisor transitions.

Responsibilities

• Lead legal advisor to Wealth Management, driving growth initiatives.
• Structure, draft, and negotiate complex documentation for transactions.
• Support recruitment, onboarding, and acquisitions of books of business.
• Advise on restrictive covenants and transition arrangements.
• Coordinate with Compliance, Risk, and business leaders on regulatory matters.
• Manage outside counsel and balance legal risk with business objectives.

Skills

Legal negotiation

Transactional law

Advisory to executives

Regulatory awareness

Attention to detail

Education

Juris Doctor (JD) and bar membership

Job description

Equitable is seeking a highly motivated attorney to serve as Counsel, Wealth Management & Advisor Growth. You will be the primary legal partner supporting recruitment of experienced professionals, acquisitions of books of business, and strategic initiatives expanding our Wealth Management platform.

This hybrid role involves advising senior leadership, negotiating complex agreements, and partnering with Compliance, Risk and business leaders to balance legal risk with growth objectives.