Financial Planner
Pursuit
Financial Planner (CFP) – Growth Opportunity into Advisor Role We're partnering with a well-established, boutique financial planning and wealth advisory firm to hire a Financial Planner (CFP) to support a growing client base and play a key role in the firm's continued success. This is an excellent opportunity for a hands-on planner who enjoys building comprehensive financial plans, contributing to investment strategy, and working closely with experienced advisors - with a clear path to grow into an Advisor role over time if desired. What You’ll Be Doing Develop and prepare comprehensive financial plans Analyze client portfolios and provide planning/investment recommendations Support client review prep and ongoing financial strategy Assist with investment analysis and potential trading activity Contribute to insurance and risk management planning Take ownership of smaller client needs to support senior advisors Operate as a true team player, wearing multiple hats in a collaborative environment Role Requirements Series 6 license 5+ years of financial planning experience (flexible for exceptional candidates) Based locally in or near Greensboro, NC Life & Health Insurance license (or willingness to obtain) Strong background in insurance and risk planning Why This Opportunity Stands Out Clear growth path - opportunity to evolve into a Financial Advisor role Broad exposure - gain experience across planning, investments, and insurance High impact - play a key role in supporting advisors and enhancing client experience Tight-knit team - work closely with leadership and make a meaningful contribution #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Planner in Archdale, NC vacancy
- ...(FBNC). The position of Personal Banker I is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer’s immediate and future financial...SuggestedWork at officeImmediate start
First Bancorp
Archdale, NC1 day ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
High Point, NC3 days ago- ...Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of...SuggestedWork at office
Pinnacle Bank
High Point, NC1 day ago $50k
Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key... ...professional designations such as CFP®, CERTIFIED FINANCIAL PLANNER™, CRPC®, or Chartered Retirement Planning Counselor™. Equal Opportunity...SuggestedWork at officeHome officeFlexible hours- ...Visit to learn more about how you can help people improve their lives through education. Position Summary Are you seeking a financial advising career at a university that promotes the enhancement of each student's professional and personal life through education?...SuggestedWork at office
ECPI University
High Point, NC2 days ago - ...helping families protect their futures while strengthening the communities we serve from when we were founded in 1883. Owning our own financial services brokerage firm, MWA Financial Service Inc., allows our advisors to build their book of business with true independence,...Local area
Modern Woodmen
Archdale, NC1 day ago - Primary Office Location 919 Randolph Street, Thomasville, North Carolina 27360. Join our team. Make a difference - for us and for your future. Position Title Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position ...Work at office
F.N.B. Corporation
Thomasville, NC1 day ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
High Point, NC2 days ago$72k - $90k
...resource alignment Demonstrated leadership in providing project deliverables as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at navigating complex challenges with analytical rigor Experience in...Full timeRemote workShift workWorld Wide Technology
High Point, NC1 day ago- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
- ...or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products...Work at officeNight shift
CarBucks
Archdale, NC4 days ago - ...organization, you will be based in Archdale, NC. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Full timeTemporary workPart timeWork experience placement
PNC
High Point, NC2 days ago - ...reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products...Work at officeNight shift
First Bancorp
Archdale, NC1 day ago - ...or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products...Work at officeNight shift
- ...Advanced Personnel Resources is currently seeking an experienced Loan Servicing Specialist for a financial services organization in Greensboro. This position is ideal for someone with strong customer service skills, collections experience, and the ability to manage high...
Advanced Personnel Resources
Archdale, NC4 days ago - ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
SkyKey Financial
Thomasville, NC2 days ago $41k
...many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities...Work at officeMonday to FridayRegional Finance Corp
High Point, NC14 hours ago- ...Financial Analyst We are seeking a detail-oriented and analytical Financial Analyst to support financial planning, reporting, budgeting, and business decision-making with one of our clients in High Point. This role will be responsible for analyzing financial data, identifying...Immediate start
LHH
High Point, NC20 hours ago - ...Job Title At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care...Work at office
Lendmark Financial Services
High Point, NC14 hours ago - ...A Midwest financial institution seeks a Head Teller responsible for customer transactions including deposits and withdrawals, managing a team of tellers, and promoting bank services. Candidates should have a high school diploma and demonstrate great customer service and...
First Bancorp
Archdale, NC1 day ago - The company is an equal opportunity employer. Key Responsibilities As an Associate Actuary, you will develop, review, and communicate actuarial analyses and models to support pricing, profitability tracking, and predictive modeling/analytics for Key Risk. You will proactively...Full time
Berkley
Archdale, NC2 days ago - Since 1926, the Ilderton family has been serving customers with quality automobiles in the triad cities of High Point, Greensboro and Winston Salem. When you come into our dealership, whether it be the sales or service department, you will be met with a friendly face. ...Work at office
Ilderton Dodge Chrysler Jeep RAM
Archdale, NC1 day ago $77.2k - $96.5k
...in business, Accounting, MIS, Finance, or related field ~3+ years supporting or implementing Oracle EBS R12 and/or Oracle Cloud Financials ~ Hands-on experience with Order-to-Cash (O2C) and/or Procure-to-Pay (P2P) processes ~ Proficiency with Oracle Cloud...Full timeShift workWorld Wide Technology
High Point, NC4 days ago- Dealership Parts Shipping and Receiving Clerk For over 50 years, Vann York Automotive Group has been, and continues to be, a great organization to have a rewarding career. As we continue to grow, we need to hire a Full Time Dealership Parts Shipping and Receiving Clerk...Weekly payFull timeNight shift
Vann York Auto Group
High Point, NC3 days ago - ...shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back...Full timeLocal area
Woodforest Bank
Thomasville, NC1 day ago - Harris Teeter - Tv Commercial - Associates - Charleston Summer Additional Information Harris TeeterPart timeSummer work
- ABOUT As a Mass Communication Specialist, it’s your job to tell our story. Use your creativity to educate and inform the public about the achievements of Sailors in America’s Navy. Travel the world, document military operations and develop high-profile media campaigns...Full timeLocal areaOverseas
U.S. Navy
High Point, NC4 days ago - Job Details Job Location: Westchester Country Day School - High Point, NC 27265 Westchester Country Day School, a pre-K-12 college preparatory school located in High Point, NC, seeks a Library Media Specialist for the 2026-2027 school year. The candidate must possess a ...
- Harris Teeter - Tv Commercial - Associates - Charleston - Summer This is a part time position. Primary responsibility is to take excellent care of our customers by satisfying each customers needs and exceeding their expectations. This requires a defined level of product...Part timeSummer work
- Job Description Job Description The role We are looking for an in-house Social Media Content Specialist to own our social presence end to end. This is a hands-on role for someone who lives and breathes social — you'll plan it, shoot it, write it, post it, ...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
