Top 886 Planner Jobs in North Carolina

Certified Financial Planner
Linden Thomas & Co —Charlotte, NC
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Plant Manager
Confidential —Lumberton, NC
- $95,000 - $110,000 a year
- Full-time
- Forklift
- In-person
- Senior level
Quick Apply
8d
Plant Manager – Extrusion Manufacturing
MSW Pipe and Profile Systems Corp. —Creedmoor, NC
- $70,000 - $85,000 a year
- Full-time
- English
- Organizational skills
- In-person
Quick Apply
Plant Manager
Sachs Peanuts —Clarkton, NC
- $120,000 - $130,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- 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
Production Manager
RHI Magnesita —Greensboro, NC
- 5 years
- Office
- Mentoring
- Disability insurance
- Health insurance
3d
Feed Mill Maintenance Planner
Perdue Farms, Inc. —Eagle Springs, NC
- $80,000 - $90,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Mid-level
- Health savings account
- Relocation assistance
Quick Apply
9d
Director of Financial Planning & Analysis
Investors Title Insurance Company —Morrisville, NC
- Full-time
- Hybrid work
- CPA
- Residential
- Finance
Quick Apply
Modeling and Simulation Support Lead (SOMTC), Fort Bragg, North Carolina
Thomas Solutions Incorporated —Fort Bragg, NC
- $130,000 - $190,000 a year
- Full-time
- Background check
- Military
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Production Manager
Voltage LLC —Timberlake, NC
- Full-time
- 7 years
- Ability to walk for extended periods
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
10d
Logistics Planner
CARGO TRANSPORTERS —Claremont, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Production Supervisor
Aeronautical Systems Incorporated —New Bern, NC
- Full-time
- 3 years
- Bachelor's degree
- Senior level
9d
Plant Manager
Manufacturing Company in Concord NC —Concord, NC
- Extended hours
- Background check
- Clean driving record
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
12d
Mission Command Exercise Manager (SOMTC), Fort Bragg, North Carolina
Thomas Solutions Incorporated —Fort Bragg, NC
- $150,000 - $200,000 a year
- Full-time
- Background check
- Management
- Military
- Health insurance
- Dental insurance
Quick Apply
Service Support Subject Matter Expert (Mission Command)-(SOMTC) Fort Bragg, NC
Thomas Solutions Incorporated —Fort Bragg, NC
- $150,000 - $200,000 a year
- Full-time
- Background check
- Military
- Research
- Health insurance
- Dental insurance
Quick Apply
Maintenance Planner PSM Coordinator
Novolex —Greensboro, NC
- $29.45 - $44.03 an hour
- 8 hour shift
- Microsoft Outlook
- Mid-level
- 3 years
- Health insurance
- Dental insurance
2d
Event Planner & Catering Sales Specialist
The Catering Company of Chapel Hill —Chapel Hill, NC
- $22 - $28 an hour
- Weekends as needed
- Sales
- Culinary experience
- Marketing
- Paid training
- Mileage reimbursement
Quick Apply
Field Marketing Coordinator
LGI Homes —Raleigh, NC
- Weekends as needed
- Marketing
- Mid-level
- Bachelor's degree
- Employee stock purchase plan
- Health insurance
Quick Apply
Tax & Estate Planning Attorney
Orion Placement —Asheville, NC
- $100,000 - $175,000 a year
- Full-time
- CPA
- Mid-level
- Business development
- Relocation assistance
- Dental insurance
Quick Apply
Tax & Estate Planning Attorney
Orion Placement —Candler, NC
- $100,000 - $175,000 a year
- Full-time
- CPA
- Mid-level
- Business development
- Relocation assistance
- Dental insurance
Quick Apply

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planner jobs near north carolina

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 north carolina

Certified Financial Planner

Plant Manager

Plant Manager – Extrusion Manufacturing

Plant Manager

Process Fulfillment Operations Manager

Production Manager

Feed Mill Maintenance Planner

Director of Financial Planning & Analysis

Modeling and Simulation Support Lead (SOMTC), Fort Bragg, North Carolina

Production Manager

Logistics Planner

Production Supervisor

Plant Manager

Mission Command Exercise Manager (SOMTC), Fort Bragg, North Carolina

Service Support Subject Matter Expert (Mission Command)-(SOMTC) Fort Bragg, NC

Maintenance Planner PSM Coordinator

Event Planner & Catering Sales Specialist

Field Marketing Coordinator

Tax & Estate Planning Attorney

Tax & Estate Planning Attorney

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