Come join our growing team of forward-thinking Financial Advisors.
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.
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.
Out of Town?
Live outside of the Charlotte metro area? Busy with your growing family? No problem.
We offer virtual meetings to make working with us easy and convenient so it fits in with your schedule.
Get in Touch
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Blueprint is a DBA of Consolidated Planning Inc. Consolidated Planning Inc. is an agency of the Guardian Life Insurance Company of America (Guardian), New York.
Securities products and services offered through Park Avenue Securities LLC (PAS), member FINRA , SIPC. OSJ: 4201 Congress Street Suite 295, Charlotte NC 28209. 800-532-2829.
PAS is an indirect, wholly-owned subsidiary of Guardian. Consolidated Planning Inc. is not an affiliate or subsidiary of PAS or Guardian.
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