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Financial Planner CFP 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
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
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
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
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
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
Wealth Planning Associate: Client Service & Paraplanner

Wealth Planning Associate: Client Service & Paraplanner

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

Hybrid
USD 60,000 - 90,000
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
Financial Advisor

Financial Advisor

1847Financial - New Jersey • Charlotte (NC)

On-site
USD 15,000 - 80,000
Financial Analyst, CFO Solutions

Financial Analyst, CFO Solutions

LPL Financial LLC • Fort Mill (SC)

On-site
USD 61,000 - 102,000
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
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
Client Service Associate / Paraplanner

Client Service Associate / Paraplanner

Ameriprise Financial • Charlotte (NC)

On-site
USD 60,000 - 90,000
Licensed Client Service & Paraplanning Specialist

Licensed Client Service & Paraplanning Specialist

Ameriprise Financial • Charlotte (NC)

On-site
USD 60,000 - 90,000
Retirement Planning Advisor

Retirement Planning Advisor

Voya Financial Advisors • Matthews (NC)

On-site
USD 70,000 - 90,000
Professional development resources
Competitive salaries and superior benefits
Access to existing client base
+1
Financial Advisor: Build Your Own Advisory Practice

Financial Advisor: Build Your Own Advisory Practice

Northwestern Mutual • Charlotte (NC)

On-site
USD 61,000 - 250,000
Performance-based earnings
Comprehensive medical, vision, and dental plans
Fully company-funded retirement package
Launch Your Wealth Career: Entry-Level Financial Advisor

Launch Your Wealth Career: Entry-Level Financial Advisor

Equitable Advisors • Charlotte (NC)

On-site
USD 32,000 - 48,000
Comprehensive benefits programs
Mentorship opportunities
Flexible schedule
Retirement-Focused Financial Advisor | Holistic Planning

Retirement-Focused Financial Advisor | Holistic Planning

TruNorth Advisors, LLC • Charlotte (NC)

On-site
USD 75,000 - 125,000
Financial Consultant (Remote) | Flexible Schedule | Training & Mentorship Provided

Financial Consultant (Remote) | Flexible Schedule | Training & Mentorship Provided

Bloom Financial Partners • Charlotte (NC)

Hybrid
USD 50,000 - 90,000
Flexible remote
Part-time options
Mentorship program
+3
Strategy Advisor

Strategy Advisor

Boutique Recruiting • Charlotte (NC)

On-site
USD 50,000 - 75,000
Medical, dental, vision insurance
SIMPLE IRA with company match
Paid time off
Senior Wealth Advisor: Personal Financial Planning & Growth

Senior Wealth Advisor: Personal Financial Planning & Growth

Masis Professional Group • Charlotte (NC)

On-site
USD 80,000 - 120,000
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
Client Service Associate / Paraplanner

Client Service Associate / Paraplanner

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

Hybrid
USD 60,000 - 90,000
Wealth Advisor: Investments, Planning & Client Growth

Wealth Advisor: Investments, Planning & Client Growth

Cetera Financial Group • Mooresville (NC)

On-site
USD 40,000 - 60,000