Top 183 Planner Jobs in Monroe, 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
Director of Analytics and Planning- Marketing
Westshore Home —Charlotte, NC
- Full-time
- Background check
- Management
- 5 years
- Paid training
- Health savings account
Quick Apply
11d
Planner
ASSA ABLOY —Monroe, NC
- Mid-level
- 3 years
- Business
Inventory Planner
Atlas Copco Group —Charlotte, NC
- Hybrid work
- English
- Mid-level
- Office
- Disability insurance
- Health insurance
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
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
Defense Production Control Planner
CIRCOR Pumps North America —Monroe, NC
- ERP systems
- Mid-level
- Analysis skills
Quick Apply
Supply Planner
Xylem —Charlotte, NC
- $65,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Residential
- Paid parental leave
- Paid holidays
Demand Planner
GALE Pacific —Charlotte, NC
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
Quick Apply
Event Planner
Electric Power Research Institute —Charlotte, NC
- $62,000 - $72,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid holidays
- Disability insurance
Promotions Events Support
iHeartMedia, Inc. —Charlotte, NC
- Part-time
- Office
- Driver's License
- Organizational skills
- Health insurance
- Dental insurance
3d
Defense Senior Buyer Planner
CIRCOR Pumps North America —Monroe, NC
- 5 years
- ERP systems
- Analysis skills
Quick Apply
Coordinator, Operations and Events
Xylem —Charlotte, NC
- $75,000 - $100,000 a year
- Full-time
- 5 years
- Residential
- Continuous improvement
- Health insurance
- Dental insurance
Planner/Dispatcher
The Inland Group of Companies —Charlotte, NC
- Full-time
- Hybrid work
- Background check
- 18 years or older
- Microsoft Excel
- Dental insurance
- On-the-job training
Quick Apply
Director, Operations
Glenmark Pharmaceuticals Inc. —Monroe, NC
- Full-time
- 11+ years
- Senior level
- Commercial
Service Planner
Atlas Copco Group —Charlotte, NC
- $65,000 - $80,000 a year
- Weekends as needed
- Microsoft Word
- Microsoft Excel
- Mid-level
- Retirement plan
2d
Specialist, Parts Planning
Scout Motors —Charlotte, NC
- $95,000 - $120,000 a year
- Full-time
- 18 years or older
- 5 years
- Mid-level
- Paid jury duty
- Paid parental leave
Quick Apply
Event Coordinator
Troon —Lancaster, SC
- Full-time
- Microsoft Excel
- Management
- English
- Health insurance
- Dental insurance
Quick Apply
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
2d

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planner jobs near monroe, 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 monroe, nc

Certified Financial Planner

Process Fulfillment Operations Manager

Director of Analytics and Planning- Marketing

Planner

Inventory Planner

Senior Associate, Corporate Events

Senior Supply Planner

Defense Production Control Planner

Supply Planner

Demand Planner

Event Planner

Promotions Events Support

Defense Senior Buyer Planner

Coordinator, Operations and Events

Planner/Dispatcher

Director, Operations

Service Planner

Specialist, Parts Planning

Event Coordinator

Assistant Vice President, Events

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