Top 224 Planner Jobs in Davidson, Nc

Certified Financial Planner
Linden Thomas & Co —Charlotte, NC
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Director of Analytics and Planning- Marketing
Westshore Home —Charlotte, NC
- Full-time
- Background check
- Management
- 5 years
- Paid training
- Health savings account
Quick Apply
Logistics Planner
CARGO TRANSPORTERS —Claremont, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- 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
Plant Manager
Manufacturing Company in Concord NC —Concord, NC
- Extended hours
- Background check
- Clean driving record
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Material Planner
Poppelmann Plastics USA —Claremont, NC
- $50,000 - $60,000 a year
- Full-time
- ERP systems
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Estate Planning Attorney
Ellis Family Law, PLLC —North Carolina
- Up to $150,000 a year
- Full-time
- Mid-level
- Communication skills
- 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
Shop Foreman
Automation Personnel Services —Charlotte, NC
- $25 - $35 an hour
- Full-time
- In person
- Customer service
- Computer literacy
- Forklift
- 401(k)
- 401(k) matching
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
Planner
City of Concord —Concord, NC
- $31.62 an hour
- Clean driving record
- Mid-level
- Driver's License
4d
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
Senior Associate, Corporate Events
Driven Brands —Charlotte, NC
- $80,300 - $143,400 a year
- Full-time
- Remote
- Customer service
- 5 years
- Mid-level
- Paid holidays
- Health insurance
Assistant Director of Special Events
Davidson College —Davidson, NC
- Full-time
- Customer service
- Mid-level
- Driver's License
Planner
City of Newton, NC —Newton, NC
- $27.78 - $34.73 an hour
- Full-time
- Office
- Databases
- Driver's License
Inventory Planner
Lowe's —Mooresville, NC
- Full-time
- Merchandising
- Mid-level
- Office
Department Supervisor
Wastequip, LLC —Kannapolis, NC
- Full-time
- Mid-level
- Mentoring
- Organizational skills
- Health savings account
- Disability insurance
Quick Apply
8d
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
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

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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 davidson, nc

Certified Financial Planner

Director of Analytics and Planning- Marketing

Logistics Planner

Operations Planner – Manufacturing

Plant Manager

Material Planner

Estate Planning Attorney

Production Planner

Shop Foreman

Landscape Architecture / Planning Group Manager

Planner

Senior Supply Planner

Senior Associate, Corporate Events

Assistant Director of Special Events

Planner

Inventory Planner

Department Supervisor

Supply Chain Planner

Demand Planner

Demand Planner

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

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