Valor Private Wealth, LLC is dedicated to understanding your financial goals and developing personalized plans to help you achieve them. We provide proactive and knowledgeable financial advice by staying up-to-date on tax, estate, and social security laws. Our firm is committed to your financial success and regularly reviews and adjusts plans to ensure progress towards your goals.
Role Description
This is a full-time hybrid role for an Entry Level Financial Advisor located in Charlotte, NC, with the flexibility for some work from home. The Financial Advisor will be responsible for financial planning, retirement planning, investment management, and providing comprehensive financial advisory services on a day-to-day basis.
This Entry-Level role may be applicable for a recent graduate of a CFP program as part of a degree or as part of a career endeavor outside of a 4 year degree program.
If the candidate has some related work experience, the ideal candidate will have 1-3 years experience working at a large financial institution, with a securities license, and ready to move into the next chapter of their career. This position will elevate the services being offered to clients and offer a long-term path to continued career success without requiring future job changes and realignments.
Training will be provided: sales, communication, financial planning, and teamwork in a solutions focused advisor Team.
Qualifications
- Experience in a solutions focused environment, where your compensation is a result of your success
- Experience working in a Team environment
- Financial Planning and Finance skills
- Retirement Planning expertise
- Experience in Investments and Financial Advisory
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification is a plus
- Bachelor's degree in Finance, Accounting, Economics, or related field