Top 701 Support 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
GSMR Special Events and Entertainment Manager
Great Smoky Mountains Railroad —Bryson City, NC
- $45,000 - $65,000 a year
- Weekends as needed
- Microsoft Outlook
- Marketing
- Inventory management
- AD&D insurance
- Disability insurance
6d
Vice President of Field Marketing and Health Plan Sales (Remote with Travel)
Aeroflow Health —Asheville, NC
- Remote
- Marketing
- HIPAA
- 11+ years
- Health savings account
- Paid holidays
Quick Apply
CAD Technician/Production Planner
VPC Group USA —Asheboro, NC
- $20 - $28 an hour
- Full-time
- AutoCAD
- Analysis skills
- In-person
- Health insurance
- Dental insurance
Quick Apply
Manufacturing Master Scheduler
ProStaffing —Claremont, NC
- $75,000 - $85,000 a year
- 5 years
- Assembly
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Supply Chain & Planning Manager
ProStaffing —Hickory, NC
- $90,000 - $110,000 a year
- 7 years
- Customer service
- Supervising experience
Quick Apply
10d
Maintenance Planner
Kellanova —Cary, NC
- $77,200 - $101,325 a year
- Mid-level
- High school diploma or GED
- US work authorization
- AD&D insurance
- Disability insurance
Financial Advisor / Holistic Financial Planning (Top-Ranked Training & Mentorship)
Northwestern Mutual —Winston-Salem, NC
- $61,000 - $119,000 a year
- Full-time
- Background check
- 3 years
- Bachelor's degree
- 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
6d
Tax & Estate Planning Attorney
Orion Placement —Candler, NC
- $100,000 - $175,000 a year
- Full-time
- CPA
- Mid-level
- 3 years
- Relocation assistance
- Dental insurance
Quick Apply
11d
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
Maintenance Planner
Arcadia Beverage Co. —Arden, NC
- $27 - $30 an hour
- Full-time
- Mid-level
- Manufacturing
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
20h
Project Planner (Data Center projects)
Domaco Encocorp Construction inc. (DEC) —Raleigh, NC
- Full-time
- Construction site
- Mid-level
- 3 years
- Health insurance
- Paid time off
Quick Apply
7d
Tax & Estate Planning Attorney
Orion Placement —Asheville, NC
- $100,000 - $175,000 a year
- Full-time
- CPA
- Mid-level
- 3 years
- Relocation assistance
- Dental insurance
Quick Apply
11d
Landscape Architecture & Planning Division Manager
ESP Associates —Charlotte, NC
- Full-time
- Background check
- Pass drug screening
- Office
- Paid holidays
- Disability insurance
Quick Apply
Landscape Architecture & Planning Division Manager
ESP Associates —Raleigh, NC
- Full-time
- Background check
- Pass drug screening
- Office
- Paid holidays
- Disability insurance
Quick Apply
Senior Estate Planning Paralegal
Carolina Estate Planning —Winston-Salem, NC
- $65,000 - $70,000 a year
- Full-time
- 3 years
- Senior level
Quick Apply
3h
Financial Planner Career Changer Opportunity
Northwestern Mutual - Greensboro —Greensboro, NC
- $68,000 - $98,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Business development
- Health insurance
- Dental insurance
Quick Apply
5d
Landscape Architecture & Planning Division Manager
ESP Associates —Morrisville, NC
- Full-time
- Background check
- Pass drug screening
- Office
- Paid holidays
- Disability insurance
Quick Apply
Landscape Architecture & Planning Division Manager
ESP Associates —Huntersville, NC
- Full-time
- Background check
- Pass drug screening
- Office
- Paid holidays
- Disability insurance
Quick Apply

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support 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

support planner jobs in north carolina

Certified Financial Planner

GSMR Special Events and Entertainment Manager

Vice President of Field Marketing and Health Plan Sales (Remote with Travel)

CAD Technician/Production Planner

Manufacturing Master Scheduler

Supply Chain & Planning Manager

Maintenance Planner

Financial Advisor / Holistic Financial Planning (Top-Ranked Training & Mentorship)

Material Planner

Tax & Estate Planning Attorney

Production Manager

Maintenance Planner

Project Planner (Data Center projects)

Tax & Estate Planning Attorney

Landscape Architecture & Planning Division Manager

Landscape Architecture & Planning Division Manager

Senior Estate Planning Paralegal

Financial Planner Career Changer Opportunity

Landscape Architecture & Planning Division Manager

Landscape Architecture & Planning Division Manager

I want to receive the latest job alert for support planner in north carolina

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