Job Description

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.

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