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Charlotte financial planner

26 financial planner jobs found in Charlotte

AAA - Auto Club Group (ACG)
06/08/2026  
Field Service Representative - Charlotte, NC (Montford)
It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Join America’s most trusted brand with over 100 years of service. Why Choose AAA The Auto Club Group (ACG) ACG offers excellent and comprehensive benefits packages: Medical, dental and vision benefits 401k Match Paid parental leave and adoption assistance Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays Paid volunteer day annually Tuition assistance program, professional certification reimbursement program and other professional development opportunities AAA Membership Discounts, perks, and rewards and much more A DAY IN THE LIFE of a Field Insurance Service Representative The Auto Club Group is seeking a Field Insurance Service Representative who will provide a high level of support to the...
AAA - Auto Club Group (ACG) Charlotte, NC Full Time
Relation
06/08/2026  
Life Insurance Sales Advisor
WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Brokerage Consultant is responsible for driving sales of life and/or annuity insurance products through wholesale distribution channels, including independent brokers, financial advisors, and agencies. This role combines product expertise, relationship management, and strategic sales initiatives to grow market share, achieve revenue targets, and support the success of wholesale partners. A GLIMPSE INTO YOUR DAY Identifies and cultivates relationships with wholesale...
Relation Charlotte, NC Full Time
HUB International
06/05/2026  
Commercial Lines Producer
About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment...
HUB International Charlotte, NC Full Time
AIG
06/05/2026  
Senior Executive Assistant
American International Group, Inc. (AIG) is a leading global insurance organization. AIG member companies provide a wide range of property casualty insurance in approximately 70 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets and manage risks. We’re also committed to making a positive difference for our colleagues and in the communities where we work and live. We encourage colleagues to give back to the causes they care most about, supporting these efforts through our Volunteer Time Off and Matching Grants Programs. Get to know the business At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Information Technology team equips our colleagues with the latest tools to complete their work efficiently and with the highest standards of excellence. The team is responsible for shielding the company’s systems from security risks, while...
AIG Charlotte, NC Full Time
AIG
06/04/2026  
Vice President, Cloud Architecture
Vice President, Cloud Architecture   At AIG, we are reimagining the way we help customers to manage risk. Join us as a Vice President, Cloud Architecture, to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team.   Make your mark in Information Technology   At AIG, technology is at the heart of everything we do, from underwriting risks to processing claims. The Information Technology (IT) team equips our colleagues with the latest tools to complete their work efficiently, with the highest standards of excellence. The team is responsible for shielding the company’s systems from security risks, while designing technology strategies that enable AIG’s businesses to achieve their goals. Innovation in IT drives innovation across the organization.   How you will create an impact   The Vice President, Cloud Architecture will lead the definition and execution of enterprise architecture strategy with a...
AIG Charlotte, NC Full Time
Pacific Life
06/03/2026  
Sr. Investment Operations Analyst
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Senior Investment Operations Analyst to join our Fixed Income Investment Operations team in Charlotte, NC . As a Senior Investment Operations Analyst, you’ll play a key role in supporting post-execution processes across our public fixed income portfolio, contributing to operational accuracy while strengthening operational...
Pacific Life Charlotte, NC Full Time
Huntington
06/02/2026  
Commercial Strategy Consultant
Description Summary: The Commercial Strategy team is responsible for providing strategic and business planning leadership and support across businesses and functions within the commercial bank. The Commercial Strategy Consultant is an essential role for the establishment and progression of internal strategic consultancy capabilities for the Commercial Strategy team and for Huntington Bank overall. This role will be actively involved in driving multiple strategic engagements targeting growth, digital, and other business transformation opportunities across the commercial bank working in cooperation with coverage leaders, product owners, and key functional leaders including technology, operations, finance, risk, and human resources. Sample engagements may focus on new markets or businesses to enter, enhancing salesforce effectiveness, identifying new digital capabilities to develop or new products to offer, and...
Huntington Charlotte, NC Full Time
SCOR
06/01/2026  
SVP, Head of US Financial Solutions
The position will lead a team of experienced actuaries that will collaborate with the US market team to source, design, price and execute such complex transactions.  The position will have a US market focus while coordinating with SCOR L&H to access and leverage the experience in other jurisdictions globally. This position requires leadership, collaboration, creativity, management experience and structuring skills as well as the development of talent within the team and periodic review, motivation and incentivization of direct reports at the VP, AVP and Associate levels.       Key duties and responsibilities Building and managing a team of highly motivated and talented experts in structuring and executing Financial Solutions transactions. Collaborate with US traditional market team to source, market, design and execute transactions.    Support compliance of transactions with SCOR standards and processes. Design new solutions arising from...
SCOR Charlotte, NC
CRC Group
05/29/2026  
Compensation Strategist
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The Compensation Consultant is an advanced individual contributor responsible for designing, managing, and administering competitive, cost effective compensation programs that support organizational strategy and business objectives. This role plays a hands on role in compensation strategy, design, implementation, and analysis across broad based, sales, and/or executive compensation programs and serves...
CRC Group Charlotte, NC Full Time
AAA - Auto Club Group (ACG)
05/28/2026  
Fleet Dispatcher
It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Position Description Primary Duties and Responsibilities (details of the basic job functions): Dispatches calls for emergency roadside assistance to members and/or club fleet personnel via radio, telephone or electronically in accordance with established guidelines.  Receives and manages calls relate to emergency and/or commercial road service utilizing a computer aided call processing system.  Performs geographical location spotting, map reading and provides detailed instructions to Fleet Service or contracted personnel in determining member/customer location.  Monitors dispatched calls and takes action to resolve and correct service problems or potential problems.  Handles driver/customer escalations in accordance with established procedures.  Provides explanations...
AAA - Auto Club Group (ACG) Charlotte, NC Full Time
AAA - Auto Club Group (ACG)
05/19/2026  
Service Advisor
It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   AAA Car Care is   seeking   a motivated and customer-oriented Automotive Service Advisor to join our dynamic team. As a Service Advisor, you will play a key role in delivering outstanding customer service and ensuring smooth communication between customers and our service technicians. You will   be responsible for   guiding customers through the repair and maintenance process while also driving sales for our auto services.   Key Responsibilities:   Customer Interaction:   Greet customers in a professional and friendly manner as they arrive for service appointments.   Listen to customers’ vehicle concerns and accurately document their needs.   Advise customers on available services, repairs, and maintenance...
AAA - Auto Club Group (ACG) Charlotte, NC Full Time
CRC Group
05/15/2026  
AI Development Lead - Infrastructure & Automation
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: The AI Development Lead – Infrastructure & Automation is a senior technical leadership role responsible for building and scaling AI-driven infrastructure automation across Enterprise Technology & Operations. Reporting to the CTO, this role will own agent-based development, platform integrations, and AI-enabled operations spanning network operations, cloud management, service management, and...
CRC Group Charlotte, NC Full Time
Relation
05/10/2026  
Account Executive, National Accounts
WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Executive, National Accounts serves as a national resource for Relation, responsible for meeting the risk management and insurance needs of Relation’s largest, most complex clients. The Account Executive, National Accounts will oversee existing and new client relationships, delivering an elevated, industry-leading client service experience. This position requires advanced commercial P&C expertise related to both first-party property risk and third-party casualty...
Relation Charlotte, NC Full Time
CRC Group
04/28/2026  
Principal Cybersecurity Architect
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Oversee the security architecture, design, and deployment of multiple information security technologies, including, managed service security providers where appropriate. Includes endpoint, application, cloud, network, artificial intelligence (AI) and machine learning (ML) systems, and data protection design, documentation, and support of effective security engineering and security operations....
CRC Group Charlotte, NC Full Time
AIG
04/11/2026  
Internal Audit Manager
Audit Manager Join us an Internal Audit Manager to take your career to the next level with a global market leader. Make your mark in Internal Audit Our Internal Audit team protects AIG through assurance work and partners with stakeholders to provide objective advice and insight. The team brings a systematic, disciplined approach to evaluate and improve the effectiveness of AIG’s control environment, including risk management, operational, internal control, and governance processes. In addition, it proactively engages with stakeholders by tracking change initiatives and providing valuable advice and insights that help move progress forward. How you will make an impact As an Audit Manager, you will be part of IAG’s Internal Audit team in the New York City or Charlotte office. You will have an exciting opportunity to learn about AIG’s products and services and enhance your knowledge and skillsets as you participate in audit projects across General Insurance.  You...
AIG Charlotte, NC Full Time
The Hartford
04/11/2026  
Alt. Placement Sr. Consultant Analytics
Sr Consultant Alt Placement Analytics - NS07DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Support the development and execution of a strategic business plan for the Alt Placement Solutions organization, aligned with HIG’s Business Insurance strategic priorities to solve target customer needs. Partner closely with Business Insurance leadership (e.g., Heads of Segments, CUOs, and Strategy leaders) to identify, evaluate, and prioritize alternative placement opportunities. Contribute to the design and delivery of innovative underwriting program structures and operating models that support profitable growth and enhance value for clients, distribution partners, and capital providers. Key Areas of Responsibility: Alt...
The Hartford Charlotte, NC Full Time
Relation
04/07/2026  
Account Manager - Personal Lines
WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Manager, Small Business Unit manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients,...
Relation Charlotte, NC Full Time
Relation
04/07/2026  
Account Manager - Commercial Lines
WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...
Relation Charlotte, NC Full Time
Huntington
04/03/2026  
Commercial Strategy Senior Consultant
Description Summary: The Commercial and Digital Strategy team is responsible for providing strategic and business planning leadership and support across businesses and functions within the commercial bank. The Commercial and Digital Strategy Consultant is an essential role for the establishment and progression of internal strategic consultancy capabilities for the Commercial Strategy team and for Huntington Bank overall. This role will be actively involved in driving multiple strategic engagements targeting growth, digital, and other business transformation opportunities across the commercial bank working in cooperation with coverage leaders, product owners, and key functional leaders including technology, operations, finance, risk, and human resources. Sample engagements may focus on new markets or businesses to enter, enhancing salesforce effectiveness, identifying new digital capabilities to develop or new...
Huntington Charlotte, NC Full Time
CRC Group
04/02/2026  
Head of Identity and Access Management
The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Oversee and take charge of growing and maturing a practice that is focused equally on enablement as well as assurance, who will apply a technology first approach to providing seamless secure authentication and the platform necessary to enable humans and machines to operate securely at scale. CRC's evolving technology environment requires an individual who is well versed in both traditional systems as...
CRC Group Charlotte, NC Full Time

 

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