Top 23 senior planner Jobs in apex nc

Financial Planner
Investors Title Insurance Company —Chapel Hill, NC
- Full-time
- 7 years
- Office
- Business development
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Senior Planner - Supervisor
Apex, Town of (NC) —Apex, NC
- $83,221 - $101,946 a year
- Full-time
- Management
- Senior level
Sr. Specialist, Global Events, Solutions & Services Group
Lenovo —Morrisville, NC
- $95,000 - $115,000 a year
- Full-time
- Microsoft Excel
- Marketing
- Bachelor's degree
Senior Supply Planner
SOLV Energy, LLC —Raleigh, NC
- $91,878 - $114,848 a year
- Full-time
- Remote
- ERP systems
- Data analysis skills
- Mid-level
- Paid holidays
- Disability insurance
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1d
Senior Scheduler/Planner
Linesight —Raleigh, NC
- Full-time
- Remote
- Experience equivalent to degree accepted
- In-person
- Senior level
Senior Material Planner
Anduril Industries —Morrisville, NC
- $89,000 - $131,000 a year
- Email
- Oracle
- Computer Science
- 5 years
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1d
Senior Specialist - Event Services
AICPA-CIMA —Durham, NC
- $70,000 - $80,000 a year
- Email
- Hybrid work
- Marketing
- Mid-level
- Office
- Health insurance
- Paid time off
Sr. Manager, Global Tax Planning
Ralliant —Raleigh, NC
- $130,200 - $241,800 a year
- Hybrid work
- 7 years
- CPA
- Office
Senior Financial Planning and Analysis Manager
Veranex, Inc. —Raleigh, NC
- $119,600 - $171,050 a year
- Full-time
- 5 years
- Office
- Finance
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Senior Account Manager, Platform Success - IQVIA Digital (REMOTE)
IQVIA —Durham, NC
- $66,500 - $166,200 a year
- Full-time
- Remote
- 6 years
- Analysis skills
- Bachelor's degree
Workday Adaptive Planning Sr Consultant
Deloitte —Raleigh, NC
- $116,000 - $229,100 a year
- Full-time
- Up to 50% travel
- ERP systems
- 3 years
9d
Senior Manager, Experiential Ops & Production
Wasserman Media Group LLC —Raleigh, NC
- $68,000 - $85,000 a year
- Full-time
- Business development
- Bachelor's degree
- Mentoring
Senior Planner
Town of Clayton —Clayton, NC
- From $70,355 a year
- Online Application
- Office
- Criminal background check
- Children
- Paid holidays
Environmental Planner - Mid to Senior Level
Moffatt & Nichol —Raleigh, NC
- Full-time
- Background check
- Bachelor of Science
- Research
Quick Apply
Senior Planner - Environmental
Bolton & Menk, Inc —Raleigh, NC
- Management
- Bachelor's degree
- Mentoring
- Paid holidays
- Disability insurance
Quick Apply
Senior Director Strategic Planning
IQVIA —Durham, NC
- $122,600 - $341,300 a year
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
9d
Senior Manager, Strategic Planning - Broker Strategy (Aetna International)
CVS Health —Raleigh, NC
- $67,900 - $199,144 a year
- Full-time
- 7 years
- Analysis skills
- Bachelor's degree
- Health insurance
- Dental insurance
4d
Patient Planning Specialist (LPN) - Continuing Care Intake
UNC Health —Durham, NC
- $23.24 - $33.41 an hour
- Weekends as needed
- Microsoft Word
- Nursing
- Microsoft Excel
- Paid time off
KBI: US - Global Finite Scheduler, Senior
KBI Biopharma —Durham, NC
- $99,142 - $136,321 a year
- Full-time
- Analysis skills
- Bachelor's degree
- Military encouraged
- Paid holidays
- Health insurance
Global Material Planner, Senior
KBI Biopharma —Durham, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy

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senior planner jobs near apex nc

Financial Planner

Investors Title Insurance Company -
Chapel Hill, NC

Quick Apply

Job Details

Full-time

Qualifications

Bachelor's degree

Full Job Description

Financial Planner
Investors Trust Company
Chapel Hill, NC (in-office)

Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly influence client success. This is a senior-level opportunity to serve as a trusted advisor to high-net-worth individuals, families, and organizations—guiding complex financial decisions while building lasting, meaningful relationships.

Why You'll Love This Role:

Work closely with clients, providing strategic guidance across investment management, trust services, and financial planning
Play a visible, leadership-oriented role within a collaborative and experienced advisory team
Influence and shape planning strategies while serving as a key resource across the organization
Build strong relationships both internally and externally, including with centers of influence such as attorneys and CPAs
Stay at the forefront of industry trends, tax law changes, and fiduciary best practices

What You'll Do:

Maintain and deepen relationships with existing and prospective wealth management clients, delivering high-touch, personalized service
Engage regularly with clients to understand evolving needs, uncover opportunities, and strengthen long-term partnerships
Ensure consistent, proactive communication and documentation through CRM tools and workflows
Develop new investment management and trust relationships with high-net-worth individuals, families, businesses, and charitable organizations
Execute an active business development strategy, including outreach to attorneys, CPAs, and other key referral sources
Participate in community and professional organizations to expand presence and influence
Lead and coordinate financial planning and fiduciary activities for clients, collaborating with internal partners
Stay current on regulatory, tax, and planning developments and communicate insights to both clients and team members
Ensure trust accounts are administered in accordance with governing documents and fiduciary standards

What We're Looking For:

7+ years of experience in investment-related business development, ideally within wealth management or trust services
Bachelor’s degree required; CFP or CTFA designation required
Demonstrated success working with and marketing to high-net-worth clients
Strong communication, interpersonal, and relationship management skills
Proven ability to independently develop and grow client relationships and referral networks
Solid understanding of financial planning, estate planning, retirement planning, and trust services
High level of integrity, sound judgment, and professionalism
Self-directed approach with the ability to proactively guide clients through complex planning processes

The Company is an equal opportunity employer. As such, the Company offers equal employment opportunities without regard to race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, veteran status and other protected class characteristics.

#33185701
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Refine Your Search

senior planner jobs in apex nc

Financial Planner

Senior Planner - Supervisor

Sr. Specialist, Global Events, Solutions & Services Group

Senior Supply Planner

Senior Scheduler/Planner

Senior Material Planner

Senior Specialist - Event Services

Sr. Manager, Global Tax Planning

Senior Financial Planning and Analysis Manager

Senior Account Manager, Platform Success - IQVIA Digital (REMOTE)

Workday Adaptive Planning Sr Consultant

Senior Manager, Experiential Ops & Production

Senior Planner

Environmental Planner - Mid to Senior Level

Senior Planner - Environmental

Senior Director Strategic Planning

Senior Manager, Strategic Planning - Broker Strategy (Aetna International)

Patient Planning Specialist (LPN) - Continuing Care Intake

KBI: US - Global Finite Scheduler, Senior

Global Material Planner, Senior

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