Top 1387 Financial planning manager Jobs in Charlotte, Nc

Client Administrative Manager
Steward Partners Global Advisory LLC —Charlotte, NC
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
12d
National Accounts Manager
Constellation Brands —Charlotte, NC
- $105,100 - $164,400 a year
- Full-time
- Microsoft Excel
- Computer literacy
- Ability to climb stairs
- Health insurance
- Dental insurance
9d
Manager, Corporate Financial Planning and Analysis
DoiT —Charlotte, NC
- Remote
- Analysis skills
- Presentation skills
- Mentoring
- Health insurance
- Parental leave
Quick Apply
3d
Financial Planning & Analysis (FP&A) Manager
SI Solutions, LLC —Huntersville, NC
- $90,000 - $125,000 a year
- Full-time
- CPA
- Office
- 3 years
- Health savings account
- AD&D insurance
1d
Senior Manager, Financial Reporting
Ameriprise Financial —Charlotte, NC
- $114,500 - $157,400 a year
- Full-time
- CPA
- Research
- Office
- Dental insurance
- 401(k)
Manager, Financial Planning and Analysis - Hybrid
XPO Enterprise Services, LLC —Charlotte, NC
- Microsoft Excel
- 5 years
- Military
Quick Apply
Customer Experience Manager- Charlotte,NC
Caesarstone —Charlotte, NC
- $100,000 - $127,000 a year
- Full-time
- Oracle
- Writing skills
- Mid-level
Quick Apply
Client Success Manager
JPMorganChase —Charlotte, NC
- $95,000 - $150,000 a year
- Full-time
- Google Workspace
- 6 years
- Bachelor of Science
- Health insurance
- Tuition reimbursement
Sr. Manager, Integrated Planning
Corning —Charlotte, NC
- $154,680 - $212,685 a year
- Full-time
- Engineering
- Master's degree
- Senior level
- Paid parental leave
- Disability insurance
Manager, Global Internal Communications
Corning —Charlotte, NC
- $131,318 - $180,562 a year
- Full-time
- 7 years
- SharePoint
- Senior level
- Paid parental leave
- Disability insurance
Financial Risk Manager
Deloitte —Charlotte, NC
- $134,500 - $265,100 a year
- Full-time
- 7 years
- Microsoft Excel
- CPA
Visual Content Manager
Ameriprise Financial —Charlotte, NC
- $84,100 - $147,700 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Dental insurance
- 401(k)
Program Manager/Training Lead
Contact Government Services, LLC —Charlotte, NC
- $180,000 - $200,000 a year
- Full-time
- 5 years
- Mid-level
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
Security Manager
Securitas Security Services —Charlotte, NC
- $37 - $40 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Travel
- Paid holidays
- Disability insurance
FP&A Manager
Cobalt Service Partners —Charlotte, NC
- $130,000 - $140,000 a year
- Remote
- CPA
- 5 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply
5d
Superintendent
Taylor Morrison —Charlotte, NC
- Full-time
- Construction site
- Computer literacy
- Mid-level
- Disability insurance
- Health insurance
6d
HR Manager, Data Center
Corning —Charlotte, NC
- $124,078 - $170,608 a year
- Full-time
- Office
- Bachelor's degree
- Recruiting
- Paid parental leave
- Disability insurance
3d
Director of Mobile Support Unit (MSU)
Confidential —Charlotte, NC
- From $110,000 a year
- Full-time
- Ability to walk for extended periods
- 5 years
- Engineering
- Relocation assistance
- Health insurance
Quick Apply
11d
Financial Advisor - Charlotte
Florida Financial Advisors —Charlotte, NC
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Senior Accountant / Accounting Manager / Controller
Cyclum NextGen Travel Center —Cornelius, NC
- From $70,000 a year
- Full-time
- CPA
- 5 years
- Office
- Disability insurance
- Health insurance
Quick Apply

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financial planning manager jobs near charlotte, nc

Client Administrative Manager

Steward Partners Global Advisory LLC -
Charlotte, NC

Quick Apply

Job Details

Full-time
12 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Employee relationship building

Full Job Description

COMPANY OVERVIEW:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

POSITION OVERVIEW:

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

SKILLS, EXPERIENCE & QUALIFICATIONS:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
FINRA Series 7 and 66 (or 63 and 65) preferred
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
Reports To:

Market Business Director

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

financial planning manager jobs in charlotte, nc

Client Administrative Manager

National Accounts Manager

Manager, Corporate Financial Planning and Analysis

Financial Planning & Analysis (FP&A) Manager

Senior Manager, Financial Reporting

Manager, Financial Planning and Analysis - Hybrid

Customer Experience Manager- Charlotte,NC

Client Success Manager

Sr. Manager, Integrated Planning

Manager, Global Internal Communications

Financial Risk Manager

Visual Content Manager

Program Manager/Training Lead

Security Manager

FP&A Manager

Superintendent

HR Manager, Data Center

Director of Mobile Support Unit (MSU)

Financial Advisor - Charlotte

Senior Accountant / Accounting Manager / Controller

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