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Certified Financial Planner Jobs in Charlotte NC

CFP Financial Planner — Build Client-Focused Plans

CFP Financial Planner — Build Client-Focused Plans

Teachers Insurance and Annuity Association of America • Charlotte (NC)

On-site
USD 74,000 - 90,000
Personal Financial Planner & Advisor — Tech-Driven Guidance

Personal Financial Planner & Advisor — Tech-Driven Guidance

Soteria Reinsurance Ltd. • Charlotte (NC), Northern (KY)

Hybrid
USD 95,000 - 125,000
Financial Planning Consultant - Charlotte, NC (REMOTE)

Financial Planning Consultant - Charlotte, NC (REMOTE)

Soteria Reinsurance Ltd. • Charlotte (NC), Northern (KY)

Hybrid
USD 95,000 - 125,000
Senior Financial Planning Associate

Senior Financial Planning Associate

Turn2Partners • Charlotte (NC)

On-site
USD 70,000 - 100,000
Fully paid employee health coverage
401(k) match
Parental leave
+4
CFP-Track Financial Planning Advisor in Training

CFP-Track Financial Planning Advisor in Training

Vanguard • Charlotte (NC)

Hybrid
USD 55,000 - 90,000
Mentorship program
CFP pathway
Performance-based bonuses
+1
Senior Financial Planner — Hybrid Growth & Benefits

Senior Financial Planner — Hybrid Growth & Benefits

Turn2Partners • Charlotte (NC)

Hybrid
USD 70,000 - 100,000
Fully paid employee health coverage
401(k) match
Parental leave
+2
Financial Planning Internship - Launch Your Advisory Career

Financial Planning Internship - Launch Your Advisory Career

Northwestern Mutual • Charlotte (NC)

On-site
USD 500 - 1,000
Learning & development incentives up 2
Productivity bonuses
Licensing support (life, health, DI, &
Impactful Financial Advisor & Community Builder

Impactful Financial Advisor & Community Builder

Modern Woodmen • Shelby (NC)

On-site
USD 45,000 - 65,000
Paid medical and dental insurance
401(k) retirement plan with company match
Noncontributory pension plan
+2
Wealth Planning Associate: Client Service & Paraplanner

Wealth Planning Associate: Client Service & Paraplanner

Threadneedle group • Charlotte (NC), Northern (KY)

Hybrid
USD 60,000 - 90,000
Licensing Path to Associate Financial Advisor

Licensing Path to Associate Financial Advisor

LPL Financial • Fort Mill (SC)

On-site
USD 63,841,000 - 106,421,000
401K matching
health benefits
employee stock options
+3
Managing Director - Principal Financial Network (Charlotte)

Managing Director - Principal Financial Network (Charlotte)

Principal Financial Group • Charlotte (NC)

On-site
USD 90,000 - 130,000
Personal Financial Counselor; Charlotte, NC

Personal Financial Counselor; Charlotte, NC

Magellan Federal • Charlotte (NC)

On-site
USD 58,000 - 94,000
Short-term incentives
Comprehensive benefits package
Health benefits
Financial Advisor

Financial Advisor

Masis Professional Group • Charlotte (NC)

On-site
USD 80,000 - 120,000
Senior Financial Planner

Senior Financial Planner

AssetMark • Charlotte (NC)

On-site
USD 150,000 - 180,000
Flex Time / PTO
401K match
Medical / Dental / Vision
+5
Financial Advisor - Life Insurance & Financial Planning

Financial Advisor - Life Insurance & Financial Planning

The Western and Southern Life Insurance Company • Charlotte (NC)

On-site
USD 45,000 - 65,000
Senior Financial Advisor – Experienced Professionals

Senior Financial Advisor – Experienced Professionals

First Command • Charlotte (NC)

On-site
USD 80,000 - 140,000
Associate Financial Professional

Associate Financial Professional

Stone Press Financial Group • Charlotte (NC)

On-site
USD 72,000 - 88,000
Senior Financial Planner - Hybrid, HNW Wealth Strategy

Senior Financial Planner - Hybrid, HNW Wealth Strategy

AssetMark • Charlotte (NC)

Hybrid
USD 150,000 - 180,000
Flex Time / PTO
401K match
Medical / Dental / Vision
+5
College Financial Advisor Internship — Flexible Schedule & Licensing

College Financial Advisor Internship — Flexible Schedule & Licensing

Northwestern Mutual • Charlotte (NC)

On-site
USD 500 - 1,000
Licensing support
Incentives up to 1000/mo
Productivity bonuses
+1
Client Service Associate / Paraplanner

Client Service Associate / Paraplanner

Ameriprise Financial Services, LLC • Charlotte (NC)

On-site
USD 55,000 - 75,000
In-Branch Financial Planner & Investment Advisor

In-Branch Financial Planner & Investment Advisor

Soteria Reinsurance Ltd. • Charlotte (NC), Northern (KY)

Hybrid
USD 70,000 - 110,000
Phone-Based Wealth Advisor Associate

Phone-Based Wealth Advisor Associate

LPL Financial • Fort Mill (SC)

On-site
USD 68,000 - 113,000
Financial Consultant - Charlotte, NC

Financial Consultant - Charlotte, NC

Fidelity Investments Inc. • Charlotte (NC)

On-site
USD 80,000 - 120,000
Tuition reimbursement
Training and development
Financial Analyst, CFO Solutions

Financial Analyst, CFO Solutions

LPL Financial LLC • Fort Mill (SC)

On-site
USD 61,000 - 102,000
Strategic Financial Analyst — CFO Advisory for Growth

Strategic Financial Analyst — CFO Advisory for Growth

LPL Financial LLC • Fort Mill (SC)

On-site
USD 61,000 - 102,000