Certified Financial Planner

Linden Thomas & Co, a Charlotte-based firm delivering personalized wealth management, is seeking an accomplished financial professional to lead client-focused planning on site in Charlotte, NC. The Certified Financial Planner will convert complex financial data into comprehensive strategies, spanning retirement, tax, estate, and risk management, while cultivating meaningful relationships with clients and supporting sophisticated investment approaches.

Responsibilities

• Provide tailored financial guidance aligned with the firm’s client-centered approach
• Develop comprehensive financial plans covering retirement, tax, estate, and risk management
• Analyze client financial data (income, expenses, assets, liabilities) to inform recommendations
• Build and maintain financial models, cash-flow analyses, and planning projections
• Assess risk tolerance and adjust strategies as client needs evolve
• Collaborate with internal teams and external professionals (CPAs, attorneys) to create holistic plans
• Present recommendations and assist clients through implementation
• Monitor plans and revise based on market conditions, life events, and regulatory changes
• Maintain current knowledge of tax laws, estate strategies, and financial products
• Support business development efforts and deepen existing client relationships

Requirements

• Licenses: Series 65 or 66 required
• Education: Bachelor’s degree in Finance, Accounting, Business, or a related field
• Experience: 4–6+ years in financial planning or advisory services

Licenses & Certifications

• CFP designation: Preferred
• Series 7: Preferred
• Series 65 or 66: Required

Technologies

• Microsoft Office
• CRM systems
• Financial planning software

Benefits

• Competitive base salary
• 401(k) plan
• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Paid time off (PTO)
• Professional development and continuing education support

Position Overview

We are looking for a motivated and experienced Financial Advisor with CFP credentials to join our expanding advisory team. This role suits a professional who excels at building strong client relationships while delivering sophisticated financial planning and investment strategies.

Key Objectives

• Serve as a trusted member of the firm’s advisory team
• Develop and implement comprehensive financial plans and investment strategies
• Conduct in-depth financial analysis and provide actionable recommendations
• Ensure compliance with regulatory requirements and industry standards
• Continuously enhance professional knowledge and contribute to team excellence

Work Schedule

• Monday to Friday
• In-person at our Charlotte, NC office

Work Location

On-site at the Charlotte, North Carolina office

Physical Setting

Office

Job Type

Full-time