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Paraplanner 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 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

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
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
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
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
Advice & Planning Strategic Consultant III

Advice & Planning Strategic Consultant III

Truist • Charlotte (NC)

On-site
USD 90,000 - 150,000
Medical insurance
401k plan
Paid time off
Senior Financial Planner

Senior Financial Planner

AssetMark • Charlotte (NC)

Hybrid
USD 150,000 - 180,000
Flex Time / PTO
401K match
Medical / Dental / Vision
+5
Senior Wealth Planner for UHNW Clients

Senior Wealth Planner for UHNW Clients

Corient • Charlotte (NC)

On-site
USD 90,000 - 130,000
401(k) Employer Matching
Medical Plan Options
Dental, Vision & Life Insurance
+2
Wealth Planning Analyst for High Net Worth Clients

Wealth Planning Analyst for High Net Worth Clients

Truist • Charlotte (NC)

On-site
USD 87,000 - 164,000
Medical insurance
Dental insurance
Vision insurance
+8
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
Client and Operations Associate

Client and Operations Associate

FIG Talent Solutions • Hickory (NC)

On-site
USD 40,000 - 70,000
Planning Consultant - Charlotte, NC

Planning Consultant - Charlotte, NC

Fidelity Investments • Charlotte (NC)

On-site
USD 70,000 - 95,000
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 Wealth Analyst: Bespoke Financial Planning

Senior Wealth Analyst: Bespoke Financial Planning

ci • Charlotte (NC)

On-site
USD 65,000 - 90,000
401(k) Plan with Employer Matching
Medical plan options
Dental, Vision & Life Insurance
+6
Wealth Planning Associate

Wealth Planning Associate

Focus Financial Partners • Charlotte (NC)

Hybrid
USD 75,000 - 90,000
Financial Planning Consultant: Build Lifelong Clients

Financial Planning Consultant: Build Lifelong Clients

Fidelity Investments • Charlotte (NC)

On-site
USD 70,000 - 95,000
Estate Planning Legal Assistant | Hybrid, Client-Focused

Estate Planning Legal Assistant | Hybrid, Client-Focused

RecruitPod Global • Charlotte (NC)

Hybrid
USD 10,000 - 60,000
Retirement Plan Data Specialist I

Retirement Plan Data Specialist I

Principal Financial Group • Des Moines (IA), Charlotte (NC), Raleigh (NC)

Hybrid
USD 38,000 - 67,000
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
Impactful Financial Planner

Impactful Financial Planner

Northwestern Mutual • Charlotte (NC)

On-site
USD 50,000 - 100,000
Strategic Wealth Advisor: Client Growth & Planning

Strategic Wealth Advisor: Client Growth & Planning

Jobtailor • Charlotte (NC)

On-site
USD 90,000 - 140,000
Planning Consultant - Charlotte, NC

Planning Consultant - Charlotte, NC

Soteria Reinsurance Ltd. • Charlotte (NC)

On-site
USD 70,000 - 110,000
Actuarial Assistant — Hybrid | Python & SQL Analytics

Actuarial Assistant — Hybrid | Python & SQL Analytics

Brighthouse Financial • Charlotte (NC)

Hybrid
USD 75,000 - 98,000
Flexible work model
Paid time off
401(k) with company match
+3
Advice and Financial Planning Wealth Management Analyst

Advice and Financial Planning Wealth Management Analyst

Truist • Charlotte (NC)

On-site
USD 87,000 - 164,000
Medical insurance
Dental insurance
Vision insurance
+8