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Financial Planner CFP Jobs in Charlotte NC

Senior Wealth Planner

Senior Wealth Planner

LPL Financial LLC • Town of Charlotte (NY), Fort Mill (SC)

On-site
USD 76,000 - 127,000
401K matching
health benefits
employee stock options
+2
Senior Financial Planning Associate

Senior Financial Planning Associate

Turn2Partners • Charlotte (NC)

Hybrid
USD 70,000 - 100,000
Fully paid employee health coverage
401(k) match
Parental leave
+4
Client Services Associate: Financial Planning Support

Client Services Associate: Financial Planning Support

Edelman Financial Engines, LLC • Charlotte (NC)

On-site
USD 54,000 - 65,000
Annual target cash bonus
Discretionary bonus
Health benefits
Senior Financial Planner

Senior Financial Planner

LPL Financial • Fort Mill (SC)

On-site
USD 76,000 - 127,000
401K matching
Health benefits
Employee stock options
+2
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
Investment Planner & Client Relationships Expert

Investment Planner & Client Relationships Expert

Fidelity Investments • Huntersville (NC)

On-site
USD 75,000 - 110,000
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
Wealth Planning Associate

Wealth Planning Associate

Focus Financial Partners • Charlotte (NC)

Hybrid
USD 75,000 - 90,000
Impactful Financial Planner

Impactful Financial Planner

Northwestern Mutual • Charlotte (NC)

On-site
USD 50,000 - 100,000
Senior Financial Planner

Senior Financial Planner

AssetMark • Charlotte (NC)

Hybrid
USD 150,000 - 180,000
Flex Time / PTO
401K match
Medical / Dental / Vision
+5
Financial Planning Consultant: Build Lifelong Clients

Financial Planning Consultant: Build Lifelong Clients

Fidelity Investments • Charlotte (NC)

On-site
USD 70,000 - 95,000
Senior Financial Planner

Senior Financial Planner

LPL Financial LLC • Town of Charlotte (NY), Fort Mill (SC)

On-site
USD 76,000 - 127,000
401K matching
health benefits
employee stock options
+2
Financial Advisor

Financial Advisor

1847Financial - New Jersey • Charlotte (NC)

Remote
USD 15,000 - 80,000
Financial Advisor

Financial Advisor

MassMutual Carolinas • Charlotte (NC)

On-site
USD 50,000 - 80,000
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
Financial Planning Consultant - Build Lasting Relationships

Financial Planning Consultant - Build Lasting Relationships

Soteria Reinsurance Ltd. • Charlotte (NC)

On-site
USD 70,000 - 110,000
Financial Advisor (PAID LICENSING)

Financial Advisor (PAID LICENSING)

Northwestern Mutual • Charlotte (NC)

On-site
USD 50,000 - 100,000
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
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
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
College Financial Planner Intern: Build Your Practice

College Financial Planner Intern: Build Your Practice

Northwestern Mutual • Charlotte (NC)

On-site
USD 1,000 - 2,000
Licensing support for life/health/DI/L
SIE/Series 6/63 prep and licensing
Performance-based earnings
+1
Planning Consultant - Charlotte, NC

Planning Consultant - Charlotte, NC

Fidelity Investments • Charlotte (NC)

On-site
USD 70,000 - 95,000
Senior Financial Planning Associate | Hybrid (Charlotte)

Senior Financial Planning Associate | Hybrid (Charlotte)

Modera Wealth Management • Charlotte (NC)

Hybrid
USD 85,000 - 105,000
Safe Harbor 401(k)
Medical, Dental, Vision
Generous PTO
Wealth Planning Analyst for UHNW Families

Wealth Planning Analyst for UHNW Families

Corient Services LLC • Charlotte (NC)

On-site
USD 65,000 - 95,000
401(k) Plan with Employer Matching
Medical Plans (4 options)
Dental, Vision & Life Insurance
+9