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Full Time 22
Charlotte financial planner North Carolina

25 financial planner jobs found in Charlotte, NC

CRC Group
07/10/2026  
Senior Compensation Consultant
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
Huntington
07/01/2026  
Managing Director - Leveraged Finance Execution Leader
Description Summary: The Head of Leveraged Finance – Execution (“LFE”) is responsible for leading the overall strategy, deal execution & underwriting, risk management & reporting, and team management of Huntington’s LFE group.  This team is primarily responsible for the structuring, underwriting, and credit approval execution of debt financings for Huntington’s financial sponsor-backed and corporate clients across the Commercial Bank, including multiple specialty industry verticals within the Corporate, Specialty & Government (“CSG”) group and Middle Market Banking.  This team serves in a “First Line” role, partnering closely with Syndicated & Leveraged Finance, CSG Industry & Middle Market bankers, the Financial Sponsors Coverage team, and Credit to deliver comprehensive financing solutions and drive fee growth. Primary Duties and Responsibilities: Lead and manage the Leveraged Finance...
Huntington Charlotte, NC Full Time
Sedgwick
06/27/2026  
Workers Compensation Claims Representative | Dedicated Client | Multiple Jurisdictions & Licensing Required | Remote - Central or Eastern Time Zone
By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Workers Compensation Claims Representative | Dedicated Client | Multiple Jurisdictions & Licensing Required | Remote - Central or Eastern Time Zone We are seeking a highly motivated and experienced Workers' Compensation Claims Representatives to join our team. The ideal candidate will have at least 1 year of claims handling experience , with a strong background in jurisdictional regulations and processes. This position is responsible for managing and processing...
Sedgwick Charlotte, NC Full Time
ProAssurance
06/24/2026  
Workers' Compensation Claim Representative I (Early Talent) - Eastern Alliance
An exciting opportunity exists to join the ProAssurance family of companies! Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance? At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm—and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States. This position supports our workers' compensation line of business, Eastern...
ProAssurance Charlotte, NC Full Time
ProAssurance
06/24/2026  
Workers' Compensation Associate Claim Representative (Early Talent) - Eastern Alliance
An exciting opportunity exists to join the ProAssurance family of companies! Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance? At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm—and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States. This position supports our workers' compensation line of business, Eastern...
ProAssurance Charlotte, NC Full Time
Utica National Insurance Group
06/24/2026  
Senior Property Claims Specialist - Commercial (Inside Desk)
The Company At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, our Home Office is based in Central New York, with Regional Office locations in NYC, Dallas and Charlotte. What you will do The Senior Property Claims specialist will work to resolve Commercial Property Claims in a timely, professional manner with our insureds. This is an inside, desk adjuster position and a hybrid role reporting to our offices in Charlotte-Ballantyne, NC; Woodbury, Long Island; or New Hartford, NY. Investigate, make coverage determination, prepare complete scope and adjust to disposition commercial lines losses. Position requires extensive personal contact with insureds, their legal...
Utica National Insurance Group Charlotte, NC Full Time
Dual North American - Howden Group Holdings
06/16/2026  
Cash Allocation Manager
Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Role: Cash Allocation Manager Location: Hybrid in Charlotte, North Carolina Who are we? Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits...
Dual North American - Howden Group Holdings Charlotte, NC Full Time
Utica National Insurance Group
06/15/2026  
Senior Claims Specialist - Auto Bodily Injury (Charlotte, NC; hybrid)
The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, based in our Home Office in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What you will do You'll be responsible for adjusting auto bodily injury claims, in primarily Southern venues (including TX, GA, SC, and NC). You'll be communicating with all parties involved and completing investigations in a timely and thorough manner. This position will include contact with attorneys on serious claim matters, and you will consult with a supervisor on more complex coverage and technical matters. This position requires strong analytical skills, attention to detail, and the...
Utica National Insurance Group Charlotte, NC Full Time
Sedgwick
06/14/2026  
Claims Examiner - Liability | GL Litigation | REMOTE
By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Claims Examiner - Liability | GL Litigation | REMOTE Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?   Apply your General Liability and litigated claims knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every...
Sedgwick Charlotte, NC
Utica National Insurance Group
06/11/2026  
Commercial Lines Claims Specialist - Commercial General Liability (Southern venues; hybrid)
The Company    At Utica National Insurance Group, 1,400 employees countrywide take our corporate promise to heart every day: To make people feel secure, appreciated, and respected. Utica National Insurance Group is an "A" rated $2.0B award-winning, nationally recognized property & casualty insurance carrier. Operating along the Eastern half of the United States, our Home Office is based in Central New York, with Regional Office locations including NYC, Dallas and Charlotte. What you will do You'll be responsible for investigating, evaluating, negotiating, and resolving primarily Southern commercial general liability claims with moderate complexity.  With skills in detail orientation and analysis, you will interpret coverage and prepare coverage letters as well as handle risk transfer.  Consultation with supervisors on more complex coverage will occur as needed and this role will provide exposure to litigated claims. This position requires strong claims handling...
Utica National Insurance Group 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
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
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)
05/19/2026  
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
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
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
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
AIG
03/31/2026  
Database Security Engineer
At AIG, we are reimagining the way we help customers to manage risk. Join us as a Database Security Engineer 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 Database Security Engineer is responsible for implementing security systems that will provide detection, prevention, containment and deterrence mechanisms to protect and...
AIG Charlotte, NC Full Time

 

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