Advisor Transition Manager (HYBRID OR REMOTE)

Advisor Transition Manager (HYBRID OR REMOTE)(2600008G)

Primary Location

:UNITED STATES-Remote

Other Locations

:UNITED STATES-NC-Charlotte

Organization

:Equitable

Schedule

:Full-time

About the Role

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.

Our Advisor Transition Manager plays a pivotal role in delivering seamless, high-touch onboarding experience for financial advisors joining Equitable Advisors. Acting as a trusted partner and subject matter expert, this individual leads advisors through every step of their transition—ensuring confidence, clarity, and momentum from day one.

This role blends relationship management, strategic planning, and operational execution, requiring someone who thrives in a fast-paced, collaborative environment while managing multiple priorities with precisi...

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Submit your application today and join our talented team at Equitable.

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