Experienced Financial Planner

FPA of Charlotte; South Carolina; On-site; USD 100,000 - 150,000; Full time

Job summary

FPA of Charlotte is seeking an Experienced Financial Planner to join their team in Mt. Pleasant, SC. This full-time role involves managing client relationships and creating comprehensive financial plans. Candidates should offer a strong background in financial planning with values-based skills and be passionate about client service.

Benefits

Monthly healthcare subsidy

Internet/Phone subsidy

SIMPLE IRA with employer contributions after 2 years

Unlimited PTO

Qualifications

• 5+ years in a financial-planning-focused role (CFP required).
• Passion for values-based planning and holistic wealth management.
• Tech fluency and adaptability to new systems.

Responsibilities

• Manage client relationships and deliver high-quality financial planning.
• Prepare and deliver holistic financial plans tailored to each client.
• Collaborate with team members and mentor junior staff.

Skills

Interpersonal skills

Communication skills

Financial acumen

Education

4 Year Degree

Tools

Moneytree

Advisor Engine

Tamarac

Outlook

Schwab

Fidelity

Job description

Join to apply for the Experienced Financial Planner role at FPA of Charlotte

3 days ago Be among the first 25 applicants

Join to apply for the Experienced Financial Planner role at FPA of Charlotte

Loading... Please wait.

Expand Show Other Jobs

Job Saved Save Job

Experienced Financial Planner

Morris Financial Concepts

Facebook X LinkedIn Share

Application

Captcha / Bot Check:

Copy from here

• to here
  
  

Click to hear these letters.

What is this?

The application opened in a new tab.

You may close this popup.

By using this feature you agree to our Terms and Conditions and Privacy Policy.

Details

Posted: 11-Jun-25

Location: Mt.Pleasant, South Carolina

Type: Full Time

Salary: $100,000-$150,000

Categories:

Wealth Management

Sector:

Wealth Management

Salary Details:

Compensation & Benefits Base Salary: $100,000–$150,000 (depending on experience) Additional Benefits: oMonthly healthcare subsidy Internet/Phone subsidy SIMPLE IRA with employer contributions after 2 years Unlimited PTO as we are a culture of accountability

Preferred Education:

4 Year Degree

About Morris Financial Concepts

At Morris Financial Concepts (MFC), we believe financial planning is about more than numbers—it’s about nurturing financial health, living with purpose, and achieving lasting impact. As a values-driven, woman-founded firm, our mission is to support clients in navigating their financial journeys with clarity, intention, and peace of mind.

Our commitment to providing profound impact, our unyielding integrity, and our desire for continuous growth facilitates the ability for MFC to become a trusted partner with clients who seek both financial success and a fulfilling life.

We value diverse perspectives and welcome applications from professionals of all backgrounds.

Why Work With Us?

At MFC, our culture is built around six core values:

• Profound Impact – We help clients live enriched lives, not just grow wealth. Every interaction is an opportunity to guide and support.
• Unyielding Integrity – As fiduciaries, we lead with honesty, transparency, and trust in all relationships.
• Eminence – We constantly strive for excellence, staying curious, informed, and ahead of our evolving industry.
• Sharing Wisdom – We communicate with clarity and intention, making our processes transparent and our advice accessible.
• Positive Mindset – We show up with optimism, compassion, and camaraderie—celebrating wins, learning from challenges, and supporting each other along the way.
• Courageous Discernment – We do the right thing, even when it’s not easy. We follow best practices—but aren’t afraid to evolve them.
  
  

Your Role

As a Financial Advisor, you’ll manage client relationships, deliver high-quality financial planning, and collaborate with your advisory team to offer transformative guidance. You’ll lead meetings, support academically based investment decisions, and play a central role in shaping each client’s journey.

Client Relationship Management

• Lead onboarding, goal setting, annual reviews, and ongoing planning for clients.
• Build rapport grounded in empathy, trust, and financial acumen.
• Guide clients in clarifying their values and aligning their finances accordingly.
• Work alongside client service associates and operational staff to deliver seamless experiences.
• Communicate proactively and consistently, following through with excellence.
  
  

Comprehensive Planning & Advisory

• Prepare and deliver holistic financial plans, including retirement, estate, tax, cash flow, and insurance planning, tailored to each client’s unique circumstances and objectives.
• Develop investment proposals with the help of our investment team that reflect each client’s goals, values, time horizon, and risk profile.
• Monitor plans, updating and adapting based on life changes or new opportunities.
  
  

Team & Thought Leadership

• Contribute to firm-wide initiatives that improve our planning processes and client experience.
• Mentor junior team members and provide peer review or internal training when needed.
• Collaborate cross-functionally to bring new ideas to life, practicing courageous discernment.
• Participate in firm meetings, strategic planning sessions, and professional development programs. Join Our Journey
  
  

We are a firm of lifelong learners, passionate planners, and thoughtful changemakers. If you’re ready to bring deep expertise and authentic care to a firm where your values are shared, we hope you’ll apply.

Not sure you meet 100% of the qualifications? Apply anyway. We know great advisors grow into their roles—and we’d love to hear how your journey connects with ours.

Ideal Candidate Profile

Required

• 5+ years in a financial-planning-focused role (CFP required)
• 3+ years leading client relationships
• Passion for values-based planning and holistic wealth management
• Strong interpersonal and communication skills
• Tech fluency (e.g., Moneytree, Advisor Engine, Tamarac, Outlook, Schwab, Fidelity) and adaptability to new systems
• Highly organized with excellent follow-through and attention to detail
  
  

Preferred

• Experience working with values-oriented clients or mission-driven households
• Enthusiasm for collaborative, team-based work in a small firm setting
  
  

Create a Job Match for Similar Jobs

About Morris Financial Concepts

Connections working at Morris Financial Concepts

https://fpajobboard.org/jobs/21408555/experienced-financial-planner

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at FPA of Charlotte by 2x

Sign in to set job alerts for “Financial Planner” roles.

Charleston, South Carolina Metropolitan Area 4 days ago

Fort Mill, SC $63,520 - $87,340 3 days ago

Financial Advisor (Sales Professionals - Looking for Career Changers!)

Charleston, South Carolina Metropolitan Area 2 weeks ago

South Carolina, United States 3 weeks ago

Greenville, SC
$80,000.00
-
$100,000.00
4 weeks ago

Columbia, SC
$70,000.00
-
$100,000.00
9 months ago

Charleston, SC
$100,000.00
-
$150,000.00
1 year ago

Columbia, SC
$100,000.00
-
$150,000.00
1 year ago

Greenville, SC
$100,000.00
-
$150,000.00
1 year ago

Spartanburg, SC
$80,000.00
-
$100,000.00
4 weeks ago

Charleston, SC
$100,000.00
-
$300,000.00
2 weeks ago

Financial Systems Analyst IV - Charleston, SC

Charleston, SC
$98,000.00
-
$103,000.00
1 month ago

Greenville-Spartanburg-Anderson, South Carolina Area 1 month ago

Greenville, SC
$100,000.00
-
$300,000.00
2 weeks ago

Charleston, South Carolina Metropolitan Area 1 week ago

Lexington, SC
$100,000.00
-
$150,000.00
11 months ago

Financial Consultant – Retirement Benefits Group

Greenville-Spartanburg-Anderson, South Carolina Area 2 weeks ago

Personal Financial Counselor; Charleston, SC

North Charleston, SC $53,125 - $84,995 2 weeks ago

Personal Financial Counselor; Greenville, SC

Greenville, SC $53,125 - $84,995 2 weeks ago

Charleston, SC $60,000 - $1,000,000 2 months ago

Charleston, South Carolina Metropolitan Area 2 weeks ago

Treasury and Financial Reporting Analyst

Financial Solutions Advisor Stage II - Consumer Investments - Coastal Carolinas Market

Financial Business Analysis/Quality Assurance Analyst (Business Analysis, Analyst)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.