Top 252 Planner Jobs in Belmont, Nc

Certified Financial Planner
Linden Thomas & Co —Charlotte, NC
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Operations & Event Manager
Roots Catering —Charlotte, NC
- $50,000 - $60,000 a year
- Full-time
- 3 years
- Ability to lift 50 pounds
- Driver's License
- Paid parental leave
- Disability insurance
Quick Apply
Shutdown Planner
Rio Tinto —Bessemer City, NC
- Microsoft Excel
- 3 years
- High school diploma or GED
- Paid holidays
- Health insurance
10d
Event Manager
Roots Catering —Charlotte, NC
- $21 - $24 an hour
- Part-time
- Hospitality
- Mid-level
- Driver's License
- 401(k)
- 401(k) matching
Quick Apply
Master Planner
DSJ GLobal —Huntersville, NC
- $65,000 - $80,000 a year
- Mid-level
- Organizational skills
- Business
Quick Apply
5d
Event and Ministry Coordinator
Apartment Life —Charlotte, NC
- $20 an hour
- 8 hour shift
- Hospitality
- 18 years or older
- English
- Flexible schedule
- Referral program
Quick Apply
13d
Landscape Architecture / Planning Group Manager
ESP Associates —Huntersville, NC
- Full-time
- Background check
- Microsoft Excel
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
Senior Supply Planner
Honeywell —Charlotte, NC
- $159,000 - $199,000 a year
- Full-time
- Hybrid work
- 6 years
- Office
- Analysis skills
- Health savings account
- Paid holidays
Data Analytics & Visualization Associate Planner
City of Charlotte —Charlotte, NC
- $60,612.00 - $87,129.74 a year
- Online Application
- Background check
- Mid-level
- Office
10d
Supply Chain Planner
Amerock, LLC —Huntersville, NC
- $3,899.70 - $8,433.70 a month
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid parental leave
- Health insurance
Customer Service Planner
Cummins Inc. —York, SC
- $56,800 - $85,200 a year
- Engineering
- Mid-level
- Office
Business & Ecommerce Analyst
LA TOURANGELLE INC —Belmont, NC
- $70,000 - $90,000 a year
- Full-time
- Remote
- Mid-level
- Finance
- SQL
Quick Apply
Demand Planner
GALE Pacific —Charlotte, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Quick Apply
Demand Planner
Sealed Air —Charlotte, NC
- $74,500 - $128,455 a year
- Online Application
- Microsoft Outlook
- Mid-level
- Analysis skills
Inventory Planning Analyst
PSA Airlines —Charlotte, NC
- Full-time
- Pass drug screening
- English
- Mid-level
6d
Operations Manager
Eaton —Kings Mountain, NC
- $130,000 - $190,000 a year
- Overtime
- Background check
- Writing skills
- Analysis skills
- Retirement plan
Aftermarket Supply Chain Planner
Carrier —Charlotte, NC
- $79,000 - $158,000 a year
- Full-time
- Microsoft Excel
- 5 years
- English
- Wellness program
- Paid jury duty
Director - Live Events and Venue Programming
Carolina Panthers —Charlotte, NC
- Weekends as needed
- Ability to lift 50 pounds
- Driver's License
- Bachelor's degree
Assistant Vice President, Events
Walker & Dunlop —Charlotte, NC
- $100,000 - $110,000 a year
- Full-time
- Hybrid work
- 7 years
- Marketing
- Customer service
- Wellness program
- Commuter assistance
Manufacturing Manager
International Paper —Charlotte, NC
- $118,400 - $157,800 a year
- Full-time
- 5 years
- Bachelor of Science
- Bachelor's degree
12d

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planner jobs near belmont, nc

Certified Financial Planner

Linden Thomas & Co -
Charlotte, NC

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Estate planning needs analysis
Financial planning software
CFP
Data analysis skills
Series 66
Income tax planning
Series 7
Math
Bachelor's degree
Sales management systems proficiency
Financial services
CRM system proficiency
Productivity software
Estate planning
Retirement planning advisory services
Series 63
Gifting strategies

Full Job Description

At Linden Thomas & Company, we are committed to delivering personalized financial guidance that empowers our clients to achieve their immediate and long-term goals. With $3.2 billion in assets under management, our firm combines institutional-level investment management with deeply personal advisory relationships. Our team collaborates to provide comprehensive financial solutions across all aspects of wealth management.

Position Overview

We are seeking a highly motivated and experienced Financial Advisor / Certified Financial Planner (CFP®) to join our growing advisory team. This role is ideal for a professional who excels in building meaningful client relationships while delivering sophisticated financial planning and investment strategies.

The ideal candidate is analytical, detail-oriented, and client-focused, with a strong foundation in financial planning, portfolio management, and wealth strategy. You will play a key role in guiding clients through complex financial decisions, including retirement planning, tax optimization, estate planning, and generational wealth transfer.

Key Objectives

Serve as a trusted advisor and integral member of the firm’s advisory team
Develop and implement comprehensive financial plans and investment strategies
Conduct in-depth financial analysis and deliver actionable recommendations
Ensure compliance with all regulatory requirements and industry standards
Continuously enhance professional knowledge and contribute to team excellence

Responsibilities

Deliver personalized financial advice aligned with the firm’s client-centered philosophy
Develop comprehensive financial plans, including retirement, tax, estate, and risk management strategies
Analyze client financial data (income, expenses, assets, liabilities) to inform recommendations
Construct and maintain financial models, cash flow analyses, and planning projections
Evaluate client risk tolerance and adapt strategies as needs evolve
Collaborate with internal teams and external professionals (CPAs, attorneys) to build holistic plans
Present recommendations and guide clients through implementation
Monitor financial plans and adjust based on market conditions, life events, and regulatory changes
Maintain up-to-date knowledge of tax laws, estate strategies, and financial products
Support business development efforts and deepen existing client relationships

Qualifications & Requirements

Licenses: Series 65 or 66 (Required)
Certifications: CFP® designation (Preferred)
Bachelor’s degree in Finance, Accounting, Business, or related field
4–6+ years of experience in financial planning or advisory services

Strong knowledge of:

Retirement planning
Tax planning strategies
Estate and wealth transfer planning
Trusts and charitable giving strategies
Proficiency in financial planning software, Microsoft Office, and CRM systems
Exceptional analytical, communication, and presentation skills
High ethical standards and a strong client-first mindset
Experience in client relationship management and business development is a plus

Compensation & Benefits

Competitive base salary
401(k) plan
Health, dental, and vision insurance
Paid time off (PTO)
Professional development and continuing education support

Work Schedule

Monday to Friday
In-person at our Charlotte, NC office

Job Type: Full-time

Benefits:

401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Physical Setting:

Office

License/Certification:

Series 7 (Preferred)
Series 65 or 66 (Required)

Work Location: In person

Quick Apply

Refine Your Search

planner jobs in belmont, nc

Certified Financial Planner

Operations & Event Manager

Shutdown Planner

Event Manager

Master Planner

Event and Ministry Coordinator

Landscape Architecture / Planning Group Manager

Senior Supply Planner

Data Analytics & Visualization Associate Planner

Supply Chain Planner

Customer Service Planner

Business & Ecommerce Analyst

Demand Planner

Demand Planner

Inventory Planning Analyst

Operations Manager

Aftermarket Supply Chain Planner

Director - Live Events and Venue Programming

Assistant Vice President, Events

Manufacturing Manager

I want to receive the latest job alert for planner in belmont, nc

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