Top 300 Planner 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
Process Fulfillment Operations Manager
Innovative Digital Systems —Indian Trail, NC
- $70,000 - $90,000 a year
- 8 hour shift
- Bilingual
- Inventory management
- Computer literacy
- Profit sharing
- Health insurance
Quick Apply
Plant Manager
Manufacturing Company in Concord NC —Concord, NC
- Extended hours
- Background check
- Clean driving record
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
10d
COOK/FOOD SERVICE PLANNER (11AM-7PM) – LUXURY SENIOR CARE FACILITY
Glen Haven Huntersville —Huntersville, NC
- $16.50 - $18.50 an hour
- Part-time
- 18 years or older
- ServSafe
- Ability to walk for extended periods
- Health insurance
- 401(k)
Quick Apply
Management Trainee – Early Career Program (Chinese English Bilingual)
Keer America Corp —Fort Mill, SC
- $48,000 - $60,000 a year
- Full-time
- Engineering
- English
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Production Planner
DNP Imagingcomm America Corporation —Concord, NC
- $50,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Ability to sit for extended periods
- Health insurance
- Dental insurance
Quick Apply
Operations Planner – Manufacturing
Condustrial Inc —Charlotte, NC
- From $31 an hour
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
- Dental insurance
Quick Apply
Campus Planner
University of North Carolina at Charlotte —Charlotte, NC
- $79,000 - $90,000 a year
- Hybrid work
- Mid-level
- University
- Organizational skills
- Paid holidays
- Relocation assistance
Event Sales Manager
Sloomoo Institute —Charlotte, NC
- $75,000 - $85,000 a year
- Weekends as needed
- Mid-level
- Project management
- Organizational skills
Quick Apply
3d
Event Set-Up Staff - Full time and Part time.
Your Event Source —Charlotte, NC
- $37,000 - $42,000 a year
- Full-time
- Heavy lifting
- Customer service
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Events and Ministry Coordinator
Apartment Life —Fort Mill, SC
- $20 an hour
- 8 hour shift
- Hospitality
- 18 years or older
- Spanish
- Flexible schedule
- Referral program
Quick Apply
Landscape Architecture / Planning Group Manager
ESP Associates —Huntersville, NC
- Full-time
- Background check
- Microsoft Excel
- Writing skills
- Paid holidays
- Disability insurance
Quick Apply
Entry Level Event Coordinator
Shik Innovation Group —Charlotte, NC
- $3,800 - $4,475 a month
- Full-time
- High school diploma or GED
- Communication skills
- Entry level
- Paid training
- Opportunities for advancement
Quick Apply
6d
Senior Events Manager
Marriott International, Inc —Charlotte, NC
- $77,000 - $99,000 a year
- Full-time
- No experience needed
- Mid-level
- Hotel
2d
Crew Planner
PSA Airlines —Charlotte, NC
- Full-time
- Pass drug screening
- English
- Mid-level
Coordinator, Operations and Events
Xylem —Charlotte, NC
- $75,000 - $100,000 a year
- Full-time
- 5 years
- Residential
- Continuous improvement
- Health insurance
- Dental insurance
Demand Planner
Sealed Air —Charlotte, NC
- $74,500 - $128,455 a year
- Online Application
- Microsoft Outlook
- Mid-level
- Analysis skills
Planner
TOWN OF CORNELIUS —Cornelius, NC
- $49,776 - $62,220 a year
- Full-time
- Mid-level
- Residential
- Master's degree
8d
Inventory Planner
Lowe's —Mooresville, NC
- Full-time
- Merchandising
- Mid-level
- Office
10d
Enterprise Event Planner
Dentsply Sirona —Charlotte, NC
- $85,000 - $100,000 a year
- Online Application
- Background check
- Marketing
- Bachelor's degree

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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

planner jobs in charlotte, nc

Certified Financial Planner

Process Fulfillment Operations Manager

Plant Manager

COOK/FOOD SERVICE PLANNER (11AM-7PM) – LUXURY SENIOR CARE FACILITY

Management Trainee – Early Career Program (Chinese English Bilingual)

Production Planner

Operations Planner – Manufacturing

Campus Planner

Event Sales Manager

Event Set-Up Staff - Full time and Part time.

Events and Ministry Coordinator

Landscape Architecture / Planning Group Manager

Entry Level Event Coordinator

Senior Events Manager

Crew Planner

Coordinator, Operations and Events

Demand Planner

Planner

Inventory Planner

Enterprise Event Planner

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

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