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The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

YEAR

LPL Financial Holdings Inc

Senior Financial Planner

FULL_TIME

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Financial Advisor

[AW]-iCims

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Magellan Health Services is a leading specialty health care management organization with expertise in managing behavioral health, radiology and specialty pharmaceuticals, as well as public sector pharmacy benefits programs. We deliver innovative solutions to make a positive impact on the cost and quality of health care, keeping the best interests of the people we serve at the center of our decision-making. The breadth of our offerings, depth of expertise, clinical excellence and smart, talented employees is what makes us unique. 

Magellan is the employer of choice for hard working people interested in making a difference in the health care industry and in the communities where we work and live. Our strong culture of caring is the common thread in both our business strategy and our work environment where we value professional growth and development, total health and wellness, rewards and recognition and employee unity. Magellan is a place where you can thrive. 

Magellan is proud to be a founding member of Hero Health Hire, a coalition of health care companies committed to recruiting, hiring and training veterans, wounded warriors and military spouses. We are also proud to be an Equal Opportunity Employer.

Magellan Health Services

Personal Financial Counselor; Charlotte, NC

ea_via_bold

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.

The Vanguard Group

Certified Financial Advisor

Magellan Health Inc

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

Bank of America

Financial Solutions Advisor Consumer Investments - Charlotte Market

Deliver financial advice and portfolio guidance while educating clients on relevant Vanguard funds, products, services, and investment principles to help them make informed financial decisions. Build and maintain knowledge of financial planning, capital markets, investment products, and industry developments to strengthen the advice and guidance provided to clients.

Vanguard Group

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients.

Morgan Stanley

Vice President, Financial Planning Director (Southeast Region)

As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Edward D Jones & Co LP

Associate Financial Advisor

This role will oversee accessory planning across roughly 60 mobile devices, with 10-20 associated accessory SKUs per device, requiring close management of inventory targets, weeks of supply, product availability, tax considerations, and changing demand. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.

HOUR

StratAcuity Staffing Partners Inc

Supply Chain Planner

The Financial Advisor with an investment/trust/estate planning focus is responsible for providing exemplary member service and has demonstrated ongoing proficiency in delivering solutions to members in areas such as life insurance, investments, trust services, estate planning and retirement planning, through branch telephone, and/or digital delivery channels. (65%) Direct Financial Advising – Financial Product Delivery and Technology Proficiency Proficiently works to meet members’ financial needs by helping them to understand, obtain, and maintain financial advisory solutions as needed to meet the members’ financial goals, objectives, and needs.

State Employees' Credit Union

Based in Mooresville, N.C., Lowe's supports the communities it serves through programs focused on creating safe, affordable housing, improving community spaces, helping to develop the next generation of skilled trade experts and providing disaster relief to communities in need. In partnership with merchants, suppliers, transportation, and distribution teams, this role ensures inventory strategies are effectively implemented while mentoring peers, supporting process improvements, and providing insights that influence business performance.

Lowe's Companies Inc

Associate Inventory Planner- Lowe's Pro Supply

Based in Mooresville, N.C., Lowe's supports the communities it serves through programs focused on creating safe, affordable housing, improving community spaces, helping to develop the next generation of skilled trade experts and providing disaster relief to communities in need. Provide insights for continuous improvement across assortment planning processes to identify efficiencies and enhance decision-making, ultimately improving the accuracy and effectiveness of future planning cycles and driving better business outcomes.

Merchandise Assortment Planner

Pay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. We specialize in developing multimodal transportation plans; conducting needs assessments; analyzing transportation system performance data; evaluating the impacts of infrastructure projects, programs, and government policies; developing technical assistance resources; and documenting best practices related to integrated planning, transportation operations, and the environment.

ICF (NASDAQ:ICFI) is a global consulting and technology services provider with more than 5,000 professionals focused on making big things possible for our clients. We are business analysts, policy specialists, technologists, researchers, digital strategists, social scientists and creatives. Since 1969, government and commercial clients have worked with ICF to overcome their toughest challenges on issues that matter profoundly to their success. Come engage with us at icf.com.

ICF International, Inc

Principal Transportation Planner

Our Optical Communications segment has recently evolved from being a manufacturer of optical fiber and cable, hardware and equipment to being a comprehensive provider of industry-leading optical solutions across the broader communications industry. Resolve material availability for common materials across multiple production lines, and coordinate long-term supply issues with Divisional Purchasing, Planning and Product Line Management.

Corning Inc

Material Planner/Buyer II (Concord, NC, US, 28026)

ADAPTED_NOW

Corning

Material Planner/Buyer II

3-5 years of experience in materials planning, production planning, or supply chain roles within a manufacturing environment and hands-on experience planning and controlling production orders from release through completion. Excellent cross-functional communication skills, with experience acting as a key interface between Sales, Procurement, Warehouse, and Production.

The Bosch Group is a leading global supplier of technology and services. It employs roughly 375,000 associates worldwide (as of December 31, 2015). The company generated sales of 70.6 billion euros in 2015. Its operations are divided into four business sectors: Mobility Solutions, Industrial Technology, Consumer Goods, and Energy and Building Technology. The Bosch Group comprises Robert Bosch GmbH and its roughly 440 subsidiaries and regional companies in some 60 countries. Including sales and service partners, Bosch’s global manufacturing and sales network covers some 150 countries. The basis for the company’s future growth is its innovative strength. Bosch employs 55,800 associates in research and development at roughly 118 locations across the globe. The Bosch Group’s strategic objective is to deliver innovations for a connected life. Bosch improves quality of life worldwide with products and services that are innovative and spark enthusiasm. In short, Bosch creates technology that is “Invented for life.”

Robert Bosch

Material Planner

Physical Requirements: This is light work requiring the exertion of up to 20 pounds of force occasionally, up to 10 pounds frequently, and a negligible amount of force constantly to move objects; work requires standing, walking, pulling, fingering, and repetitive motions; vocal communication is required for expressing or exchanging ideas by means of the spoken word; hearing is required to perceive information at normal spoken word levels; visual acuity is required for preparing and analyzing written or computer data, use of measuring devices, determining the accuracy and thoroughness of work, and observing general surroundings and activities; typically, the worker is not subject to adverse environmental conditions, however during the time of an emergency this person will be required to be at work. Knowledge, Skills and Abilities: General knowledge of the principles and practices of emergency planning and response and radiological planning and response; general knowledge of federal, state, and local regulations concerning emergency management activities and hazardous material response; ability to analyze and systematically compile technical and statistical information and to prepare technical reports and procedures; ability to prepare and present technical information clearly and in an interesting manner to lay groups and the public; ability to establish and maintain effective working relationships with both internal and external stakeholders.

Cabarrus County, NC

EMERGENCY MANAGEMENT PLANNER I

Established in 1999, Core States Group drives innovation and improves everyday life for countless people across several markets, including Convenience, Distributed Generation, Financial, Grocery, Housing, Industrial, Restaurants, Retail, Semiconductor, Zero-Emission Vehicle (ZEV) Infrastructure, and more. HEALTHCARE - Competitive health benefits including HSA with employer contribution, life insurance options, and supplemental coverage options, giving you the flexibility to select the coverage that best fits your needs and lifestyle.

Core States Group

Project Planner (Private Land Development)

This role will collaborate closely with Sales, Marketing, Product Planning, Supply Chain, Finance, and Operations to analyze historical demand, seasonality, market trends, promotional activities, new product introductions, and other business intelligence to develop accurate and reliable consensus forecasts. The ideal candidate combines strong analytical capabilities, business acumen, and cross-functional communication skills to improve forecast accuracy, optimize inventory levels, minimize stockouts and excess inventory, and support overall business growth.

Financial Planner Jobs in Charlotte, NC

Senior Financial Planner LPL Financial Holdings Inc

Financial Advisor Northwestern Mutual

Personal Financial Counselor; Charlotte, NC Magellan Health Services

Certified Financial Advisor The Vanguard Group

Personal Financial Counselor; Charlotte, NC Magellan Health Inc

Financial Solutions Advisor Consumer Investments - Charlotte Market Bank of America

Financial Advisor Vanguard Group

Vice President, Financial Planning Director (Southeast Region) Morgan Stanley

Associate Financial Advisor Edward D Jones & Co LP

Supply Chain Planner StratAcuity Staffing Partners Inc

Financial Advisor State Employees' Credit Union

Associate Inventory Planner- Lowe's Pro Supply Lowe's Companies Inc

Merchandise Assortment Planner Lowe's Companies Inc

Principal Transportation Planner ICF International, Inc

Material Planner/Buyer II (Concord, NC, US, 28026) Corning Inc

Material Planner/Buyer II Corning

Material Planner Robert Bosch

EMERGENCY MANAGEMENT PLANNER I Cabarrus County, NC

Project Planner (Private Land Development) Core States Group

Demand Planner Limitlessli

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