48 cfp jobs at 24 companies in Charlotte, NC
1mo
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PT Instructor, Certified Financial Planner - CFP
Charlotte, North Carolina, United States
OnsitePart Time
Bachelor's degree and completion of Certified Financial Planner (CFP) delegation; mastery of CFP topic areas; ability to plan instruction, evaluate student learning, and use instructional technology.
2mo
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Lead Advisor - New Market - Charlotte, NC
Charlotte or Tampa
$150k-$350k/yr RemoteFull Time
6+ YOECFP/CPA/CFA/JD required (or obtain Series 65 within 120 days if not CFP), four-year degree required, 6+ years financial/estate planning experience, expertise in estate/tax/retirement/insurance/investment planning, strong communication and leadership skills.
3w
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Senior Financial Planning Consultant
Fort Mill or San Diego
$76k-$127k/yr OnsiteFull Time
5+ YOECFP designation,5+ years financial services experience,strong communication and planning knowledge,proficiency with Microsoft Office and SmartSheet.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SmartSheet, eMoney, WealthVision, MoneyGuide, RightCapital
3w
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Senior Financial Planning Consultant
Fort Mill or San Diego
$76k-$127k/yr OnsiteFull Time
5+ YOECFP required,5+ years financial services experience,strong communication,collaboration,and financial planning knowledge; familiarity with planning software preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SmartSheet, eMoney, WealthVision, MoneyGuide, RightCapital
3d
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Advice Methodology Analyst, Senior Specialist
Charlotte or Scottsdale or Malvern
HybridFull Time
8+ YOERequires 8+ years of related experience, with an undergraduate degree or equivalent training and experience. Investment and analytics experience preferred; graduate degree, CFP, or CFA preferred.
3w
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Principal Fire Protection Specialist
Rock Hill or Cranberry Township
$103k-$129k/yr HybridFull Time
10+ YOE10+ years fire protection experience, Bachelor's in Engineering, PE/C.E.T./NICET/CFPS or equivalent, ability to lead small technical groups and review complex technical work.
5d
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CTE - Life Skills Teacher @ Bessemer City High
Bessemer City, North Carolina, United States
OnsiteFull Time
2+ YOEBachelor’s or related associate degree, North Carolina teacher certification or licensure eligibility, relevant work experience, and ANSI-CFP food protection manager credential before teaching.
Professional Learning Communities (PLCs)
3d
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Advice Methodology Analyst, Senior Specialist
Malvern or Scottsdale or Charlotte
HybridFull Time
8+ YOERequires 8+ years of related experience, an undergraduate degree or equivalent training and experience, and expertise in investments, analytics, methodology, and strategic initiatives. Graduate degree, CFP, or CFA preferred.
2w
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Planning Consultant - Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEFINRA Series 7 and 66 (or ability to acquire), appropriate state registrations, 2+ years financial services experience, CFP encouraged, outbound calling, strong communication and planning skills.
Salesforce, Glance
1mo
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PWM Private Wealth Advisor
Charlotte, North Carolina, United States
$140k-$175k/yr OnsiteFull Time
8+ YOEBachelor's or equivalent, NMLS registration required, 8+ years working with high/ultra-high net worth clients, strong relationship management and business development, CFA/CFP preferred.
3mo
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Senior Wealth Advisor
Charlotte, North Carolina, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor's in finance/business/economics preferred; strong communication and sales orientation.
1w
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Financial Wellness Coach, UBS Wealth Advice Center
Charlotte or Dallas or Nashville or Weehawken
$70k-$93k/yr OnsiteFull Time
Deliver financial wellness education and coaching to employees; hold FINRA SIE, Series 7 and 66; CFP preferred; strong presentation, communication, and financial services experience; willing to travel.
BrassRing
2mo
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Wealth Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
5+ YOEBA/BS required, 5+ years experience, strong sales and investment knowledge, project management and communication skills, basic Microsoft Office, valid driver's license; CTFA or CFP preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Senior Director, Advanced Planning
Charlotte, North Carolina, United States
$220k-$250k/yr HybridFull Time
12+ YOEBachelor's degree, CFP required, 12+ years in advanced financial planning/wealth strategy with HNW/UHNW experience; people leadership experience preferred; proficiency with eMoney, MoneyGuidePro, Holistiplan, and Salesforce.
eMoney, MoneyGuidePro, Holistiplan, Salesforce
2w
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Senior Trust Advisor
Raleigh or Charlotte
OnsiteFull Time
8+ YOEProvide fiduciary trust and estate administration, advise clients on complex fiduciary strategies, bachelor’s degree required, 8+ years trust experience, CTFA/CFP preferred, Microsoft Office proficiency.
Microsoft Office
5d
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Associate Wealth Advisor
Charlotte, North Carolina, United States
$75k-$85k/yr HybridFull Time
4+ YOEBachelor's degree, Series 65 or equivalent, 4+ years of financial services experience, financial analysis and planning expertise, investment and tax knowledge, CRM proficiency, and clean U4; CFP preferred.
CRM, LinkedIn
2mo
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Financial Planner - Central Advice Group
Frisco or Charlotte
$80k-$91k/yr OnsiteFull Time
2+ YOE2+ years relevant experience; university degree preferred; CFP required at time of application; FINRA Series 7/63/65/66 indicated; strong financial analysis, communication, and planning skills.
3w
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Senior Planning Associate
Charlotte, North Carolina, United States
$85k-$105k/yr HybridFull Time
3+ YOEBachelor's degree, 3+ years financial planning or related experience, Series 65 or ability to obtain within 12 months, CFP education or certification, strong analytical and communication skills, Microsoft Office proficiency.
Microsoft Office Suite
1mo
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Financial Advisor- Annuity and Insurance, UBS Wealth Advice Center
Charlotte, North Carolina, United States
OnsiteFull Time
2+ YOEUndergraduate degree required; ideally 2+ years relevant experience. SIE, Series 7, Series 66 and Life & Health required; CFP encouraged. Strong communication, regulatory knowledge, and Microsoft Suite proficiency.
Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Excel
2mo
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Personal Financial Counselor; Charlotte, NC
Charlotte, North Carolina, United States
$58k-$94k/yr OnsiteFull Time
3+ YOEBachelor's degree required; 3+ years financial counseling; US citizen; English fluent; bilingual in English and Spanish if required; AFC/CFP/ChFC certifications; able to obtain Tier 2 investigation; OCI disclosures.
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