We’re looking to expand our team of forward-thinking Advisors who desire to pursue a meaningful career impacting the financial outcomes of others. You will actively seek to bring on new members by applying your communication and problem-solving skills to deliver financial guidance and coaching to the young professionals and entrepreneurs in our community.
What does a successful candidate look like?
As a Financial Advisor with Blueprint you will leverage your network in a modern, urban work environment located in the Cedar Hill building near Bank of America stadium in Uptown Charlotte. You will actively develop a practice that seeks to provide financial planning services to young professionals, entrepreneurs, and their growing families. You will guide them through a process that delivers planning done in an approachable, relaxed, judgement-free zone where open communication is encouraged.
Looking for continuous professional development opportunities, an innovative team of like-minded peers, compensation directly proportional to your efforts, and work-life balance? We’d love for you to explore becoming a Financial Advisor with Blueprint.
2 to 5+ years of relationship-based sales, entrepreneurial, or related experience. Desire to build and grow a planning practice
Wants to help others through direct access to clients (vs. back office support of clients)
Willingness to create and nurture new client activity
Ability to obtain all required securities & insurance licenses within 90 days
Team-oriented, honest and ethical
Bonus Points For:
Activity-driven success at prior firm
Series 7, 66, (or 63/65) and/or Life & Health licenses — CFP® or equivalent designation preferred
Previous financial planning experience with young professionals and entrepreneurs or experience as a business owner a plus
History of volunteering and/or affiliations with Non-profit groups, Alumni associations, etc.
We’re on a mission to make financial planning affordable and accessible to the #NextGeneration .Let us help you organize, protect, and plan your financial future through a relationship with a financial advisor who is just like you. No account minimums. No dress code. No confusing jargon. Just a brand new way to get on track – and stay on track – for good. You’ve got this – because you’re with Blueprint.