Certified Financial Planner

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 ...