Analysis Skills, Business Development, Certified Financial Planner (CFP), Communication Skills, Customer Experience, Customer Relations, Fiduciary, Financial Management, Financial Planning, Financial Services, Licensing, Mentoring, Retirement Planning, Series 7, Succession Planning, Target Marketing, Team Player, Willing to Travel
Charlotte, North Carolina
Why This Role Stands Out
This is not a typical salaried position. It offers early-career financial advisors a fast-track path to growth through hands-on mentorship, access to established client relationships, and a clear trajectory toward becoming a lead advisor. The environment is collaborative, growth-focused, and emphasizes both professional success and personal well-being.
Role Overview
This is a full-time, hybrid position based in Charlotte, NC, or Louisville, KY, with occasional travel to nearby markets. You'll work alongside experienced fiduciary advisors, receiving structured training while progressing from support responsibilities to leading client engagements based on performance.
Ideal Candidate Profile
- Holds Series 7 and 66 licenses
- 1–3 years of financial services experience
- Passed the CFP exam
- Demonstrates personal financial responsibility
- Strong communication skills (virtual and in-person)
- Passionate about guiding clients toward better financial decisions
- Values integrity, wellness, and long-term impact
- Willing to relocate if not already in the target markets (U.S. candidates only)
Key Responsibilities
- Deliver financial planning, retirement analysis, and investment guidance
- Support and grow client relationships under mentorship
- Engage in business development and succession planning
- Enhance skills in tax-aware strategies, estate coordination, and communication
- Contribute to firm growth initiatives and client experience improvements
Compensation & Advancement
- Base salary: $75,000–$95,000
- Significant earning growth from year two onward
- Performance bonuses, sign-on incentives, and profit sharing
- Covered training and licensing expenses
- Long-term potential to rank among top U.S. advisors
Hiring Process
- Initial recruiter screening
- Virtual interview
- Short project to assess thinking, communication, and fit
Additional Requirements
- U.S.-based applicants only
- Background, credit, and compliance checks required
- Must confidently discuss personal financial goals and habits
- Eligible for performance bonus, sign-on bonus, and profit sharing
- Training and licensing costs covered
- Medical, Dental, Vision coverage