Unitas Wealth Management
Unitas Wealth Management offers customized financial solutions related to income strategies, retirement, asset and legacy planning services.
- Open roles
- 363
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- Location
- Hybrid · UNITED STATES-NC-Charlotte
- Workplace
- Hybrid
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Branch Support Analyst - Licensing & Controls
at Unitas Wealth Management
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.
Equitable is looking for a dynamic Branch Support Analyst - Licensing & Controls to join our team!
What You'll Be Doing
- Provide high level customer service support for the assigned Branches and maintain field force Contract, Licensing and Registration records.
- Function as an information resource and quality control.
- Under general supervision, enter, update and maintain all records regarding new hire processing, individual licensing and registration needs.
- Review and process the initial FINRA form U4s, Departments of Insurance License/Appointment applications, Appointment renewals and Contracting updates for candidates.
- Update and maintain candidate records using external and internal systems and applications.
This position offers a hybrid work schedule, with an on–site presence of 2-3 days per week combining flexibility with team collaboration.
The base salary range for this position is $42,000-$50,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program