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$49.5K

$94.2K

$151K

How much do equity solutions jobs pay per year?

As of Jul 29, 2026, the average yearly pay for equity solutions in the United States is $94,173.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,500.00 and $115,000.00 per year, depending on experience, location, and employer.

What are Equity Solutions professionals and what do they do?

Equity Solutions professionals specialize in providing advice, products, and strategies related to equity compensation, such as stock options, restricted stock units (RSUs), and employee share purchase plans. They often work with companies to design and manage equity-based incentive programs that help attract, retain, and motivate employees. Their role may also include educating employees about their equity benefits and ensuring compliance with relevant tax and regulatory requirements. These professionals can be found in financial services firms, consulting companies, or within corporate human resources and finance departments.

What are the key skills and qualifications needed to thrive as an Equity Solutions Specialist, and why are they important?

To thrive as an Equity Solutions Specialist, you need a strong understanding of equity markets, financial analysis, and investment products, often supported by a degree in finance or economics and relevant licenses such as FINRA Series 7 or 63. Proficiency with financial modeling tools, Bloomberg Terminal, trading platforms, and CRM systems is typically required. Outstanding analytical thinking, problem-solving abilities, and client communication skills help you stand out in this role. These competencies are essential for developing tailored equity solutions, managing client portfolios, and driving business growth in a competitive financial environment.

How does an Equity Solutions specialist typically collaborate with other departments within a financial organization?

An Equity Solutions specialist regularly works cross-functionally with teams such as investment banking, trading, legal, and risk management. They collaborate to design and structure equity-based products tailored to client needs, ensuring regulatory compliance and effective risk assessment. This role often requires clear communication and coordination to align product offerings with market trends and client objectives, making teamwork and stakeholder engagement critical to success.

What is the difference between Equity Solutions vs Equity Analyst?

AspectEquity SolutionsEquity Analyst
Required CredentialsTypically requires finance, business, or related degrees; certifications like CFA are a plusRequires finance, economics, or related degrees; CFA certification common
Work EnvironmentConsulting firms, financial services, or internal corporate teamsInvestment banks, asset management firms, or research institutions
Employer & Industry UsageUsed by consulting firms and financial service providers to offer strategic financial solutionsUsed by investment firms to analyze and recommend stocks and securities

Equity Solutions professionals focus on providing strategic financial services and solutions to clients, often within consulting or corporate finance contexts. Equity Analysts primarily analyze securities and market data to make investment recommendations. While both roles require finance knowledge and certifications like CFA, their work environments and objectives differ significantly.

More about Equity Solutions jobs
What are the most commonly searched types of Equity Solutions jobs? The most popular types of Equity Solutions jobs are:
What states have the most Equity Solutions jobs? States with the most job openings for Equity Solutions jobs include:
What job categories do people searching Equity Solutions jobs look for? The top searched job categories for Equity Solutions jobs are:
Equity Solutions jobs near you
Infographic showing various Equity Solutions job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $94,173 per year, or $45.3 per hour.

Equity Solutions Specialist

Chartway Federal Credit Union

Virginia Beach, VA • On-site

Other

Posted 9 days ago

Job description

Job Description
TheEquity Solutions Specialist reports directly to the Equity Operations Managerand is responsible for the equity solution process. This includes workingequity referrals from retail team members, taking inbound calls from membersand working online applications. Team member must have working knowledge of thedifferent equity products we offer, and have the ability to recommend a productdepending on a member's unique situation, including referring to a 1st Mortgage Loan Officer if appropriate. They must have knowledge of real estatecompliance, including what constitutes an application and when disclosures arerequired. Team member will serve as a liaison between the member, the creditofficers, equity processors and funder and will assist member in obtaining loansupport documents, payoffs, and with loan closings.
Responsible and Accountable for: 
Creating an environment of exceptional member service that provides sound recommendations for products that meet our members needs; referring to other partners including 1st mortgage MLO's and retail if it is the best solution for our members
Developing and building relationships with Chartway's member base through proactive outreach and follow up 
Proactively collaborating and communicating with the branch team, equity team, credit officers and other departments to successfully find solutions 
Assesses effectiveness of internal processes through a variety of methods and recommends solutions to improve the member experience 
Understands and adheres to lending regulations, including TILA, RESPA, TRID, ECOA, HOEPA, HMDA
Manage pipeline of referrals and applications in process, ensuring timely responses and follow up
Collaborate with credit officers to provide complete, accurate applications for faster decisions
Serve as a member service liaison, providing a personal experience and limiting the number of touch points our member has with the credit union.

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