1,695 plan jobs at 629 companies in Charlotte, NC

2mo
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Plan Reviewer
Indian Land or Lancaster
$70k-$80k/yr OnsiteFull Time
Lancaster County
Lancaster County: Administers local public services and law enforcement in South Carolina.
2+ YOEBachelor's degree, 2 years experience in permitting/engineering/planning or related field, valid state driver's license, obtain CSPR within 1 year and CFM within 2 years; CEPSCI preferred; ability to perform site visits and use GIS/databases.
GIS
4w
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Retirement Plan Advisor
Charlotte or Raleigh
HybridFull Time
Hub International
Hub International: Provides global insurance brokerage and risk management services.
7+ YOEBachelor's preferred; 7+ years retirement plan experience; Series 6/7 and 63/65 required; knowledge of qualified plan investments and RPAG tool; strong communication and organizational skills.
RPAG Retirement Plan Fiduciary analysis tool
1mo
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Stock Plan Manager
Charlotte, North Carolina, United States
OnsiteFull Time
RXO
RXONYSE: RXO: Provide asset-light transportation and freight brokerage solutions.
4+ YOEBachelor's degree in finance/accounting/business or equivalent; 4 years equity compensation or stock plan administration experience at a publicly traded U.S. company; strong equity plan knowledge, analytical skills, and regulatory reporting experience.
1mo
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Senior Retirement Plan Advisor
Atlanta or Charlotte
$75k-$132k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
5+ YOEManage 30–50 retirement plan client relationships; 5+ years retirement plan experience; Series 65 required; strong plan design, compliance, and investment knowledge; Microsoft Office/CRM/MS Teams/Zoom proficiency; excellent communication.
Microsoft Office, CRM, Microsoft Teams, Zoom
2w
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Stock Plan Administrator
San Francisco or Jacksonville or Charlotte or Seattle or Cottonwood Heights or New York City or Frisco
$106k-$198k/yr OnsiteFull Time
SoFi
SoFiNasdaq: SOFI: Mobile-first platform for banking, lending, and investment services.
3+ YOE3-5 years public company equity administration experience; Bachelor’s required; CEP or ECA preferred; Fidelity NetBenefits (SPS) and advanced Microsoft Excel required; familiarity with Alteryx, Python, SQL; strong critical thinking.
Fidelity NetBenefits (SPS), Microsoft Excel, Alteryx, Python, SQL
3mo
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Retirement Plan Advisor, Workplace Wealth Solutions
Charlotte or Dallas or Nashville or Weehawken
$90k-$120k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
3+ YOE3+ years in institutional or client-facing financial services or retirement plan consulting preferred; working knowledge of investment concepts, fiduciary standards, and retirement plan operations; FINRA Series 7 and 66; CRPS or Investment Management Essentials (or ability to obtain); strong relationship and communication skills.
3d
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Repair Plan Writer / Leader
Hickory, North Carolina, United States
OnsiteFull Time
DCR Systems
DCR Systems: Operates turnkey collision repair centers for automotive dealerships.
Background in collision repair industry, strong communication and organizational skills, teamwork, willingness to grow and problem solving.
1w
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Retirement Plan Operations Specialist
Arizona or Florida or Georgia or Idaho or Kansas or Louisiana or Michigan or Minnesota or North Carolina or Charlotte or Durham or Raleigh or Greensboro or Nebraska or Texas or Utah or Virginia or Missouri or Oklahoma
$24/hr RemoteFull Time
Guidant Financial
Guidant Financial: Provides small business funding and retirement plan administration services.
Associate or bachelor's preferred, strong Excel/Word/Outlook skills, attention to detail, customer service and analytical ability, must pass background check and meet WFH tech requirements, 18+ and strong communication.
Microsoft Excel, Microsoft Word, Microsoft Outlook
3w
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Retirement Plan Sales Director (SE Region)
Charlotte or Atlanta or Greensboro or Miami or Orlando or Raleigh or Tampa or West Palm Beach or United States
$215k-$480k/yr RemoteFull Time
Lincoln Financial
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
5+ YOE5+ years defined contribution retirement plan sales experience, bachelor’s or equivalent, ability to obtain Series 6, Series 63 and Life & Health licenses within 120 days, strong sales and communication skills, willingness to travel up to 50%.
1d
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New Grad Returning Planner I - Summer 2027 - Mid Atlantic Division (For Current/Former HNTB Interns Only)
Raleigh or Harrisburg or Pittsburgh or Baltimore or Fairmont or Charlotte or Virginia Beach or Philadelphia or Scott Depot or Washington or North Charleston or Glen Allen or Arlington or King of Prussia
$59k-$102k/yr OnsiteFull Time
HNTB
HNTB: Infrastructure design and engineering for transportation and public works
Bachelor's degree in urban planning, geography, engineering, or related field; GIS and Microsoft Office Suite knowledge required. Planning internship or prior employment preferred.
GIS, Microsoft Office Suite
1d
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Data Analytics & Visualization Associate Planner
Charlotte, North Carolina, United States
$61k-$87k/yr OnsiteFull Time
City of Charlotte
City of Charlotte: Municipal government providing public services to the Charlotte community.
1+ YOEFour-year degree in a related field, one year of professional planning experience, and proficiency with ArcGIS Pro, ArcGIS Online, Microsoft Office Suite, and geodatabase data models.
ArcGIS Pro, ArcGIS Online, Microsoft Office Suite, geodatabase data model, Adobe Creative Suite
2d
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Inspector III (Res Plan Review)
Charlotte, North Carolina, United States
OnsiteFull Time
Mecklenburg County
Mecklenburg County: Local government providing public safety, health, and social services.
3+ YOEThree years of inspection or five years of construction trade experience, an associate degree or equivalent education and experience, required trade certifications, and a valid North Carolina or South Carolina driver's license.
Microsoft Office Suite
1mo
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National Financial Consultants (NFC) - Plan Event Team-5
Charlotte or New York
$73k-$96k/yr HybridFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
3+ YOE3+ years experience, FINRA Series 7 and 63 registrations, life & health insurance license within 120 days, university degree preferred, strong financial planning and client relationship skills.
2mo
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VP, Retirement Plan Services - NC - Charlotte
Charlotte, North Carolina, United States
HybridFull Time
USI Insurance Services
USI Insurance Services: Insurance brokerage and risk management consulting services.
3+ YOE3+ years in financial services; licenses (Series 6/7, 63, 65/66 or equivalents); state insurance licenses; bachelor's degree preferred; travel up to 25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2w
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National Financial Consultants (NFC) - Plan Event Team-5
Charlotte or New York
$73k-$96k/yr HybridFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOE3+ years financial services experience required, university degree preferred. Must obtain Series 7 and Series 63 and resident life & health insurance license within 120 days. Role requires counseling on retirement and investment products and travel.
1mo
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Global Employer Services Senior Associate-Retirement Plan Services-ESOP Administration Focused
Minneapolis or Richmond or Norfolk or Jacksonville or Chicago or Charlotte or Cleveland
$74k-$131k/yr OnsiteFull Time
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
2+ YOEBachelor's degree required, 2+ years relevant experience; strong research, analytical, and communication skills; experience in compensation or consulting preferred; proficiency with Microsoft Office and statistical software; supervisory experience on engagements.
Statistical software packages, Microsoft Office Suite, Microsoft Excel, Microsoft Word
2mo
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Financial Planning Leader
Dacula or Atlanta or Raleigh or Charlotte or Richmond or Greensboro or Orlando
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ MgmtExpert in financial planning with CFP or equivalent; leads planning delivery, delivers client solutions, and collaborates with partners.
Microsoft Office, Planning software, Financial planning tools
2mo
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Planning and Scheduling Supervisor
Gastonia, North Carolina, United States
$85k-$95k/yr OnsiteFull Time
Stabilus
StabilusXetra: STM: Manufactures motion control systems and gas springs for industries.
1+ YOEPlan and manage US production planning, master schedule, SAP usage, and supplier coordination to ensure on-time shipments and optimal OEE.
SAP
2w
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Senior Financial Planning Consultant
Fort Mill or San Diego
$76k-$127k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
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
1w
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Maritime Planning Specialist
Charlotte, North Carolina, United States
$102k/yr OnsiteFull Time
Global Support and Development
Global Support and Development: Provides rapid humanitarian response and maritime disaster relief.
5+ YOEFive+ years planning/program management experience, operational and strategic planning, partnership cultivation; bachelor’s degree or equivalent; travel-ready with passport; familiarity with maritime operations and Google Workspaces.
Google Workspaces