Top 1040 Level accounting Jobs in Charlotte, Nc

Certified Financial Planner
Linden Thomas & Co —Charlotte, NC
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
BUYER
DNP Imagingcomm America Corporation —Concord, NC
- Full-time
- English
- Mid-level
- Office
Quick Apply
11d
Title Clerk Specialist
Hendrick Automotive Group —Charlotte, NC
- From $18.50 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Paid holidays
Quick Apply
Actuary - Pricing
SCOR —Charlotte, NC
- $139,000 - $170,000 a year
- Extended hours
- Hybrid work
- Salesforce
- Mid-level
- Office
- AD&D insurance
- Paid holidays
11d
Financial Professional - AI Trainer
DataAnnotation —Charlotte, NC
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Onboarding Accounting Associate
Aprio —Charlotte, NC
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 3 years
- Bachelor's degree
- Profit sharing
- Wellness program
FBI Special Agent: CPA/Accounting/Finance Expertise
Federal Bureau of Investigation —Charlotte, NC
- $103,263 - $133,200 a year
- Full-time
- Doctoral degree
- CPA
- Master's degree
Accountant
American Circuits, Inc. —Charlotte, NC
- From $85,000 a year
- Full-time
- Background check
- CPA
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Remote Staff Accountant - AI Trainer
DataAnnotation —Mooresville, NC
- $50 - $100 an hour
- Part-time
- Remote
- Mid-level
- Master's degree
- Bachelor's degree
Quick Apply
Special Agent: Accounting/Finance Background
Federal Bureau of Investigation —Charlotte, NC
- $103,236 - $133,200 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
Accounting Clerk
STAline Waterworks Inc —Charlotte, NC
- Full-time
- Office
- Microsoft Office
- High school diploma or GED
Quick Apply
Accounts Receivable Billing Clerk
Blythe Construction Inc —Charlotte, NC
- 8 hour shift
- Office
- Administrative experience
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Senior Billing Supervisor
Contact Government Services, LLC —Charlotte, NC
- $91,800 - $132,600 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Accounting Specialist
Sonic Automotive —Charlotte, NC
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
Quick Apply
Accounts Payable Clerk
D.R. Horton —Charlotte, NC
- Full-time
- Research
- Office
- Microsoft Office
- Employee stock purchase plan
- Disability insurance
Accounts Payable Manager
Caesarstone —Charlotte, NC
- $96,600 - $121,900 a year
- Oracle
- 5 years
- Office
Quick Apply
Long Term Disability Claims Advocate - Remote Opportunities Available!
Lincoln Financial —Charlotte, NC
- $25.87 - $35.84 an hour
- Online Application
- Remote
- Mid-level
- High school diploma or GED
- Organizational skills
- Disability insurance
- Tuition reimbursement
4d
Property Administrator
Cushman & Wakefield —Charlotte, NC
- $22.48 - $26.44 an hour
- Full-time
- Office
- High school diploma or GED
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
ASSOCIATE ACCOUNTANT (HYBRID)
Compass Corporate —Charlotte, NC
- Full-time
- Hybrid work
- Office
- Finance
- Bachelor's degree
- Commuter assistance
- Paid holidays
Quick Apply
Finance Management Summer Analyst Program - 2027
Bank of America —Charlotte, NC
- Office
- Finance
- Analysis skills
- On-the-job training

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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

level accounting jobs in charlotte, nc

Certified Financial Planner

BUYER

Title Clerk Specialist

Actuary - Pricing

Financial Professional - AI Trainer

Onboarding Accounting Associate

FBI Special Agent: CPA/Accounting/Finance Expertise

Accountant

Remote Staff Accountant - AI Trainer

Special Agent: Accounting/Finance Background

Accounting Clerk

Accounts Receivable Billing Clerk

Senior Billing Supervisor

Accounting Specialist

Accounts Payable Clerk

Accounts Payable Manager

Long Term Disability Claims Advocate - Remote Opportunities Available!

Property Administrator

ASSOCIATE ACCOUNTANT (HYBRID)

Finance Management Summer Analyst Program - 2027

I want to receive the latest job alert for level accounting in charlotte, nc

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