Certified Financial Planner
Certified Financial Planner
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Job Description
Certified Financial Planner
Charlotte NC or Louisville KY
CFP Financial Advisor Private Wealth Firm
Hybrid Based in Charlotte NC or Louisville KY surrounding growth markets (U.S. candidates only)
About Our Client
Our client goes beyond managing money - they build lifelong partnerships grounded in clarity integrity and personalized financial planning. They are a fiduciary wealth management firm serving affluent households with a goal to reach $1 billion in assets under management by 2030 growing 50% annually through a strategic mix of organic growth and advisor succession acquisitions.
Currently they operate in Charlotte Asheville and Greensboro NC; Louisville KY; Atlanta GA; and select parts of Florida - with plans for further expansion underway.
They plan to add only two new advisors in 2025 with 1-2 additional openings expected in 2026. This is a rare opportunity to join a high-performing team at the forefront of industry transformation.
What Makes This Opportunity Unique
This isnt a traditional salaried role - you wont be punching a clock. Instead its a career-defining chance for an entry-level financial advisor (1-3 years experience) to receive direct mentorship from leadership gain access to quality client relationships and quickly grow into a lead advisor role within a collaborative fast-growing environment.
Our client provides:
Direct support from senior advisors and firm leadership
Access to client relationships through M&A and succession plans
Structured mentorship training and professional development
A clear performance path that enables top talent to earn among the top 10% of U.S. financial advisors within five years
They focus not only on developing your technical skills but also on growing your professionalism presence and purpose. Team members prioritize personal well-being fitness and intentional living because great advisors bring their whole selves to those they serve.
About the Role
This full-time hybrid position is based in and around Charlotte NC or Louisville KY.
Occasional travel is required to client meetings in Asheville and Greensboro NC; Louisville KY; Atlanta GA; and parts of Florida.
You will collaborate with a team of fiduciary advisors receive paid training and quickly advance from support duties to lead responsibilities based on your performance.
Who You Are
- Licensed (Series 66 & 7)
- 1-3 years of experience in financial services
- Passed the CFP exam
- Personally responsible with money and able to confidently discuss your own financial growth and goals
- A strong communicator comfortable both on Zoom and in person
- Passionate about helping people make smarter more meaningful financial decisions
- Aligned with a firm that values health wellness integrity and long-term impact
- Located in or willing to relocate to Louisville KY; Charlotte NC; or one of the existing markets (U.S. candidates only; no international applicants)
What Youll Do
- Provide financial planning retirement modeling and investment advice
- Work closely with a mentor advisor and support client relationships
- Participate in business development and succession planning efforts
- Continuously improve your skills in tax-aware planning estate coordination and client communication
- Contribute to high-level firm growth strategies and enhance client service standards
- Compensation & Career Growth
- Base salary: $75000 - $95000 (based on licensing experience and credentials)
- Year 2 compensation expected to increase significantly as goals are met and responsibilities grow
- Eligible for performance bonus sign-on bonus and profit sharing
- Training and licensing costs covered
- Genuine opportunity to earn in the top 10% of U.S. advisors by year five
Our client believes a team members true value emerges over the first 6-9 months. Their compensation structure rewards long-term alignment ambition and contributions - not just whats on paper.
Candidate Screening & Application Process
The hiring process includes:
- 1. Initial screening with recruiter
- 2. Zoom video interview
- 3. A brief project or research assignment to assess professional thinking communication and fit
- Eligible for performance bonus sign-on bonus and profit sharing
- Training and licensing costs covered
- Medical Dental Vision coverage
Employment Type
Full Time
