We're hiring! come and join our growing team




 Come experience financial planning done in an approachable, relaxed environment where meetings are ‘judgement-free” zones and open communication is encouraged. With a freshly renovated office located within walking distance of Bank of America Stadium, Frazier Park, and Draught Restaurant & Bar, Blueprint aims to be the financial planning solution for young professionals and entrepreneurs in the Charlotte area.

We're turning traditional financial planning upside down.

The Team:

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. Looking for continuous professional development opportunities, 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.

 To Apply:

Name *
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Please send  your resume and cover letter directly to Kristin Prentice at kprentice@planwithblueprint.com





Blueprint , Inc. is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:4201 Congress Street Ste 295 Charlotte, NC 28209 (704) 552-8507. PAS is an indirect, wholly-owned subsidiary of Guardian. Blueprint, Inc. is not an affiliate or subsidiary of PAS or Guardian. 2017- 37474 Exp 04/19