We are seeking a diligent and strategically minded Assistant Manager - Corporate Financial Planning to join our world-class Finance team at The Clorox Company. This outstanding opportunity will ...
We are seeking a diligent and strategically minded Assistant Manager - Corporate Financial Planning to join our world-class Finance team at The Clorox Company. This outstanding opportunity will ...
We are seeking a diligent and strategically minded Assistant Manager - Corporate Financial Planning to join our world-class Finance team at The Clorox Company. This outstanding opportunity will ...
We are seeking a diligent and strategically minded Assistant Manager - Corporate Financial Planning to join our world-class Finance team at The Clorox Company. This outstanding opportunity will ...
Monitor the achievement of business performance, highlighting risks and opportunities and assist in ... Drive continuous improvement in FP&A processes, tools, and systems to enhance accuracy, efficiency ...
Monitor the achievement of business performance, highlighting risks and opportunities and assist in ... Drive continuous improvement in FP&A processes, tools, and systems to enhance accuracy, efficiency ...
Financial Analyst
Wendell, NC ยท On-site
... assist with strategic financial planning. The ideal candidate possesses strong analytical skills, strong software skills, attention to detail, and the ability to translate complex financial data into ...
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Financial Analyst
Wendell, NC ยท On-site
... assist with strategic financial planning. The ideal candidate possesses strong analytical skills, strong software skills, attention to detail, and the ability to translate complex financial data into ...
Financial Analyst, Marketing
Raleigh, NC ยท On-site
Key Responsibilities Financial Planning & Reporting * Assist in preparing budgets, forecasts, and longrange financial plans, including consolidating marketing inputs and updating financial models.
Financial Analyst, Marketing
Raleigh, NC ยท On-site
Key Responsibilities Financial Planning & Reporting * Assist in preparing budgets, forecasts, and longrange financial plans, including consolidating marketing inputs and updating financial models.
Mission & Opportunity - Vice President FP&A As Vice President of Financial Planning and Analysis ... assist in financial modeling, enhance predictive forecasting accuracy, and identify real-time ...
Mission & Opportunity - Vice President FP&A As Vice President of Financial Planning and Analysis ... assist in financial modeling, enhance predictive forecasting accuracy, and identify real-time ...
Mission & Opportunity - Vice President FP&A As Vice President of Financial Planning and Analysis ... assist in financial modeling, enhance predictive forecasting accuracy, and identify real-time ...
Mission & Opportunity - Vice President FP&A As Vice President of Financial Planning and Analysis ... assist in financial modeling, enhance predictive forecasting accuracy, and identify real-time ...
Senior Financial Analyst
$75K - $94K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Quick apply
Senior Financial Analyst
$75K - $94K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Senior Financial Analyst
Kittrell, NC ยท On-site
$74K - $92K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Quick apply
Senior Financial Analyst
Kittrell, NC ยท On-site
$74K - $92K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Senior Financial Analyst
Zebulon, NC ยท On-site
$72K - $90K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Quick apply
Senior Financial Analyst
Zebulon, NC ยท On-site
$72K - $90K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Senior Financial Analyst
Wake Forest, NC ยท On-site
$73K - $91K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Quick apply
Senior Financial Analyst
Wake Forest, NC ยท On-site
$73K - $91K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Senior Financial Analyst
Durham, NC ยท On-site
$77K - $96K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Quick apply
Senior Financial Analyst
Durham, NC ยท On-site
$77K - $96K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Senior Financial Analyst
Raleigh, NC ยท On-site
$73K - $91K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Quick apply
Senior Financial Analyst
Raleigh, NC ยท On-site
$73K - $91K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Senior Financial Analyst
Butner, NC ยท On-site
$64K - $80K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Quick apply
Senior Financial Analyst
Butner, NC ยท On-site
$64K - $80K/yr
... Assist with scenario planning and sensitivity modeling Provide financial insights to support operational and strategic decision-making Business Process Improvement and Systems Enhance financial ...
Senior Financial Analyst
Cary, NC ยท On-site
$80K - $99K/yr
Execute special projects and ad hoc analyses as requested. * Assist Finance team with ad-hoc ... Minimum of four years of relevant work experience in Accounting, FP&A, or other relevant fields is ...
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Senior Financial Analyst
Cary, NC ยท On-site
$80K - $99K/yr
Execute special projects and ad hoc analyses as requested. * Assist Finance team with ad-hoc ... Minimum of four years of relevant work experience in Accounting, FP&A, or other relevant fields is ...
Senior Financial Analyst
Cary, NC ยท On-site
$80K - $99K/yr
Execute special projects and ad hoc analyses as requested. * Assist Finance team with ad-hoc ... Minimum of four years of relevant work experience in Accounting, FP&A, or other relevant fields is ...
Senior Financial Analyst
Cary, NC ยท On-site
$80K - $99K/yr
Execute special projects and ad hoc analyses as requested. * Assist Finance team with ad-hoc ... Minimum of four years of relevant work experience in Accounting, FP&A, or other relevant fields is ...
Senior Financial Analyst
Cary, NC ยท On-site
$80K - $99K/yr
Execute special projects and ad hoc analyses as requested. * Assist Finance team with ad-hoc ... Minimum of four years of relevant work experience in Accounting, FP&A, or other relevant fields is ...
Senior Financial Analyst
Cary, NC ยท On-site
$80K - $99K/yr
Execute special projects and ad hoc analyses as requested. * Assist Finance team with ad-hoc ... Minimum of four years of relevant work experience in Accounting, FP&A, or other relevant fields is ...
Registered Client Service Associate - Raleigh, NC
$25.85 - $43.08/hr
... issues. Assist financial advisors with administrative tasks, including scheduling meetings and ... May aid in planning and execution of client events, seminars and marketing initiatives. Prepare and ...
Registered Client Service Associate - Raleigh, NC
$25.85 - $43.08/hr
... issues. Assist financial advisors with administrative tasks, including scheduling meetings and ... May aid in planning and execution of client events, seminars and marketing initiatives. Prepare and ...
Financial Advisor
Chapel Hill, NC ยท Hybrid
Coordinate all aspects of the financial planning process in partnership with your team. * Develop ... Attend all client meetings and participate in post- meeting debriefs. * Assist in the creation and ...
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Financial Advisor
Chapel Hill, NC ยท Hybrid
Coordinate all aspects of the financial planning process in partnership with your team. * Develop ... Attend all client meetings and participate in post- meeting debriefs. * Assist in the creation and ...
Associate Director - FP&A
Raleigh, NC ยท On-site
The Associate Director - FP&A, will primarily support the Prime Vigilance division of the Ergomed ... Work closely with stakeholders to improve financial awareness and accountability. * Assist senior ...
Associate Director - FP&A
Raleigh, NC ยท On-site
The Associate Director - FP&A, will primarily support the Prime Vigilance division of the Ergomed ... Work closely with stakeholders to improve financial awareness and accountability. * Assist senior ...
Assistant Financial Planner information
See Raleigh, NC salary details
$34.5K - $40.6K
14% of jobs
$45.4K is the 25th percentile. Wages below this are outliers.
$40.6K - $46.7K
15% of jobs
The median wage is $52.3K / yr.
$46.7K - $52.8K
24% of jobs
$52.8K - $58.9K
17% of jobs
$63K is the 75th percentile. Wages above this are outliers.
$58.9K - $65K
9% of jobs
$65K - $71.1K
6% of jobs
$71.1K - $77.2K
3% of jobs
$77.2K - $83.3K
3% of jobs
$83.3K - $89.4K
3% of jobs
$89.4K - $95.5K
3% of jobs
$95.5K - $101.6K
3% of jobs
$34.5K
$58.9K
$101.6K
How much do assistant financial planner jobs pay per year?
What are Assistant Financial Planners?
What is the difference between Assistant Financial Planner vs Financial Advisor?
| Aspect | Assistant Financial Planner | Financial Advisor |
|---|---|---|
| Certifications | CFP coursework, licensing | CFP certification, licensing |
| Work Environment | Support role, assisting planners | Client-facing, providing advice |
| Responsibilities | Research, preparing plans, administrative tasks | Developing financial plans, advising clients |
| Experience Level | Entry to mid-level | Mid to senior-level |
The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.
What are the key skills and qualifications needed to thrive as an Assistant Financial Planner, and why are they important?
What are the typical responsibilities of an Assistant Financial Planner, and how do they support senior advisors and clients?

Full-time
Medical, Retirement, PTO
Posted 7 days ago
Job description
Clorox is the place that's committed to growth - for our people and our brands. Guided by our purpose and values, and with people at the center of everything we do, we believe every one of us can make a positive impact on consumers, communities, and teammates. Join our team. #CloroxIsThePlace
Your role at Clorox:
We are seeking a diligent and strategically minded Assistant Manager - Corporate Financial Planning to join our world-class Finance team at The Clorox Company. This outstanding opportunity will enable you to be at the forefront of our financial strategies, driving excellence in Corporate Financial Planning and Reporting. The ideal candidate will be responsible primarily for the consolidation of forecasts and closes, technology transformation, key reporting, and controls. To be successful, you must possess strong analytical and interpersonal skills and be an agent of change.In this role, you will:
Financial Planning and Reporting (60%)
- Planning/Forecasting: Lead the Total Company consolidation for core forecasting processes, including quarterly forecasts, budget, quarterly IR guidance, and pulse updates. Help define critical information needs, partner across Finance teams to gather inputs and align assumptions, provide meaningful analysis, and deliver clear insights and messaging to be shared with senior stakeholders, including the CEO, CFO, and Investor Relations team. (40%)
- Close: Support the Total Company quarterly close consolidation, analysis and reporting requirements for Board of Directors, Executive Committee, Investor Relations, Corporate Communications and SEC Reporting. Support the executive close reporting deck and early P&L reviews by providing insights that contribute to a comprehensive understanding of the company's financial plans and performance vs expectations. Support key report distribution, ensuring timely delivery, accuracy and reflection of changing SEC Reporting requirements (20%)
Technology Transformation (20%)
- Automation of Management reporting and analytics: Support the design and implementation of new dashboard reporting for Corporate Financial Planning. Utilize new technologies to evolve our current processes, automate reporting and enhance business insights
- Demonstrate a continuous improvement approach by proactively identifying, championing and driving technology and operational improvements through partnerships with Business Units and Corporate teams
Financial Analysis and Modeling (10%)
- Decision support: Provide thought leadership and financial expertise to ad hoc analysis.
Internal Controls / Data Integrity (10%)
- Support extensive internal controls processes for Financial Planning by ensuring no material deficiencies, partnering with Business Units and Corporate teams on control requirements, and maintaining accurate documentation
- Perform system tie-outs between Group Reporting and Anaplan to ensure both systems match at total Company level
What we look for:
- Bachelor's Degree in Finance, Accounting or Economics
- 5+ years of professional experience in Financial Planning and Analysis
- General Understanding of U.S. GAAP
- Advanced proficiency in Excel
- Ability to identify and implement ways to streamline and improve effectiveness and efficiency
- Strong attention to detail and data integrity
- Strong analytical skills, ability to organize a significant amount of data, gain insights from the data and vary key messages to various stakeholders
- Excellent interpersonal, verbal, and written communication skills
- Strong leadership and influencing skills; self-starter that can work independently and has ability to take ownership of issues and ensure timely resolution.
- Solid interpersonal and collaboration with ability to communicate and coordinate with diverse set of peers, customers, and stakeholders
- Strong planning and organizing skills
- Ability to adapt quickly to unforeseen circumstances
Desirable experience:
- Power BI experience
- Anaplan experience
- Copilot power user
Workplace type:
Internal - Hybrid (Pleasanton, Oakland, Durham) or US RemoteExternal - Hybrid at Pleasanton or Oakland
Our values-based culture connects to our purpose and empowers people to be their best, professionally and personally. We serve a diverse consumer base which is why we believe teams that reflect our consumers bring fresh perspectives, drive innovation, and help us stay attuned to the world around us. That's why we foster an inclusive culture where every person can feel respected, valued, and fully able to participate, and ultimately able to thrive. Learn more.
[U.S.]Additional Information:
At Clorox, we champion people to be well and thrive, starting with our own people. To help make this possible, we offer comprehensive, competitive benefits that prioritize all aspects of wellbeing and provide flexibility for our teammates' unique needs. This includes robust health plans, a market-leading 401(k) program with a company match, flexible time off benefits (including half-day summer Fridays depending on location), inclusive fertility/adoption benefits, and more.
We are committed to fair and equitable pay and are transparent with current and future teammates about our full salary ranges. We use broad salary ranges that reflect the competitive market for similar jobs, provide sufficient opportunity for growth as you gain experience and expand responsibilities, while also allowing for differentiation based on performance. Based on the breadth of our ranges, most new hires will start at Clorox in the first half of the applicable range. Your starting pay will depend on job-related factors, including relevant skills, knowledge, experience and location. The applicable salary range for every role in the U.S. is based on your work location and is aligned to one of three zones according to the cost of labor in your area.
-Zone A: $90,900 - $170,100
-Zone B: $83,400 - $155,900
-Zone C: $75,800 - $141,700
All ranges are subject to change in the future. Your recruiter can share more about the specific salary range for your location during the hiring process.
This job is also eligible for participation in Clorox's incentive plans, subject to the terms of the applicable plan documents and policies.
Please apply directly to our job postings and do not submit your resume to any person via text message. Clorox does not conduct text-based interviews and encourages you to be cautious of anyone posing as a Clorox recruiter via unsolicited texts during these uncertain times.
To all recruitment agencies: Clorox (and its brand families) does not accept agency resumes. Please do not forward resumes to Clorox employees, including any members of our leadership team. Clorox is not responsible for any fees related to unsolicited resumes.