Entry-Level CFP Financial Advisor — Build Your Future with Valor Private Wealth, LLC

CFP Financial Advisor — Build Your Future with Valor Private Wealth, LLC

📍 Hybrid | Based in Charlotte, NC or surrounding growth markets (U.S. candidates only)

About Valor Private Wealth, LLC

At Valor Private Wealth, LLC, we do more than manage money—we build lifelong partnerships rooted in clarity, integrity, and personalized financial planning. We’re a fiduciary wealth management firm serving affluent households with the goal of reaching $1 billion in AUM by 2030, growing 50% annually through a strategic blend of organic growth and advisor succession acquisitions.

We currently operate in Charlotte, Asheville, and Greensboro, NC; Louisville, KY; Atlanta, GA; and select regions of Florida—with additional expansion underway.

We’re seeking only two new advisors in 2025, with an additional 1–2 openings expected in 2026. This is a unique opportunity to join a high-performance team at the center of industry transformation.

What Makes This Opportunity Unique

This is not a salaried job where you punch a clock. It’s a career-defining opportunity for an entry-level financial advisor (1–3 years of experience) to be mentored directly by leadership, gain access to high-quality client relationships, and scale quickly into a lead advisor role within a collaborative, high-growth environment.

We offer:

• 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 performance path that positions top talent to earn in the top 10% of all U.S. financial advisors within 5 years

We don’t just develop your technical knowledge—we help you grow in professionalism, presence, and purpose. Our team members also value personal well-being, fitness, and living intentionally, because we believe great advisors bring their whole selves to the people they serve.

About the Role

This hybrid, full-time role is based in Charlotte, NC or another of our growth markets. Some travel is required for client meetings in Asheville and Greensboro, NC; Louisville, KY; Atlanta, GA; and parts of Florida.

You’ll work within a collaborative team of fiduciary advisors, receive paid training, and move quickly from support to lead responsibilities based on performance.

Who You Are

• Already licensed (Series 66 & 7)
• 1–3 years of experience in financial services
• Has passed the CFP® exam
• Personally responsible with money—able to speak confidently about your financial growth and goals
• A strong communicator, equally confident on Zoom and in person
• Genuinely passionate about helping people make smarter, more meaningful financial decisions
• Comfortable in a firm that values health, wellness, integrity, and long-term impact
• Located in or willing to relocate to Charlotte, NC or one of our existing markets (U.S. candidates only; no international applications)

What You’ll Do

• Provide financial planning, retirement modeling, and investment advice
• Collaborate with a mentor advisor and support client relationships
• Participate in business development efforts and succession planning strategies
• Continuously sharpen your skills in tax-aware planning, estate coordination, and client communication
• Engage in high-level firm growth strategies and elevate client service standards

Compensation & Career Growth

• Base Salary: $75,000 – $95,000 (based on licensing, experience, and credentials)
• Year 2+ Compensation: Expected to rise significantly as goals are met and responsibilities increase
• Performance Bonus, Sign-on Bonus, and Profit Sharing eligible
• Training and Licensing Costs Covered
• Real opportunity to earn within the top 10% of U.S. advisors by year five

💡 We believe a team member’s true value isn’t fully known for the first 6–9 months. That’s why our structure rewards long-term alignment, ambition, and contribution—not just experience on paper.Candidate Screening & Application Process

We take hiring seriously—and we’re intentional about bringing the right people into our firm. Our 4-stage selection process includes:

1. Initial screening via LinkedIn messaging
2. First phone call with our team
3. Zoom video interview
4. A short project or research assignment to evaluate professional thinking, communication, and fit

Candidates are assessed on:

• Communication style and clarity
• Technology readiness (Zoom, camera, audio quality)
• Experience and insight that stands out from other early-career advisors
• Alignment with the mission and long-term vision of Valor Private Wealth, LLC

Important Notes

• U.S.-based candidates only – no international applicants accepted
• Candidates will undergo background checks, fingerprinting, and credit screening (where legally applicable)
• Candidates must be willing to discuss their own financial goals and demonstrate responsibility in personal finance

If you're ready to step into a role that combines mentorship, purpose, and extraordinary upside, and you want to be a part of a firm that’s defining the future of independent advice—apply today.