24 Cfp Jobs in Charlotte, NC
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Senior Certified Financial Planner (CFP) Linden Thomas and Company - Charlotte, NC, United States Senior Certified Financial Planner (CFP) Linden Thomas & Co mpany 516 North Tryon Street, Charlotte, NC 28202 Benefits 401(k) Dental insurance Health insurance Paid time off Vision insurance 12 days ago
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners - Charlotte, NC, United States , and the internet, required. Experience with a financial planning software program(s) preferred. Certificates, Licenses, Registrations: Required: FINRA Series 7/66, or 63/65 combo. Preferred: CFP certification 12 days ago
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Property & Casualty Risk Engineer Chubb - Charlotte, United States work experience in the risk control/loss control field. Possessing relevant professional designations or certifications such as CSP, CFPS, CIH, or ARM is highly desirable. About Us Chubb is a world Competitive 3 days ago
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Sr Financial Advisor Valor Private Wealth, LLC - Charlotte, NC, United States Ability to build and maintain client relationships Detail-oriented and organized Certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are preferred 16 days ago
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Financial Advisor - Entry Level Equitable Advisors - Charlotte, NC, United States of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter. Qualifications: Our team 20 days ago
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Monetary Strategy and Planning Consultant Fidelity Investments - Charlotte, United States building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills Competitive 21 days ago
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Wealth Management Advisor Equitable Advisors - Charlotte, NC, United States FINANCIAL PLANNER™ professional (CFP®) and Chartered Financial Consultant (ChFC). Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™, which 20 days ago
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Associate Adviser Verum Partners - Charlotte, NC, United States support to high net worth clients Specific experience or interest in tax planning is a plus Desire to learn under the mentorship of experienced advisers and grow into a Lead Adviser CFP® professional 18 days ago
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Financial Planner Fidelity Investments - Charlotte, United States building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills Competitive 21 days ago
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Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: AL, GA) Avantax Planning Partners - Charlotte, NC, United States , and the internet, required. Experience with a financial planning software program(s) preferred. Certificates, Licenses, Registrations: Required: FINRA Series 7/66, or 63/65 combo. Preferred: CFP certification 30 days ago
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