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Assistant Financial Planner Jobs in Raleigh, NC (NOW HIRING)

... 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 ...

Senior Financial Analyst

Raleigh, NC

$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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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Showing results 1-20

Assistant Financial Planner information

See Raleigh, NC salary details

$34.5K

$58.9K

$101.6K

How much do assistant financial planner jobs pay per year?

As of Jul 14, 2026, the average yearly pay for assistant financial planner in Raleigh, NC is $58,921.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,200.00 and $66,600.00 per year, depending on experience, location, and employer.

What are Assistant Financial Planners?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid 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?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an Assistant Financial Planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.
What are the most commonly searched types of Financial Planner jobs in Raleigh, NC? The most popular types of Financial Planner jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Assistant Financial Planner jobs? Cities near Raleigh, NC with the most Assistant Financial Planner job openings:
Infographic showing various Assistant Financial Planner job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 23% Part Time, 1% Temporary, and 3% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $58,921 per year, or $28.3 per hour.
Assistant Manager - Corporate Financial Planning (Forecast Lead)

Assistant Manager - Corporate Financial Planning (Forecast Lead)

Clorox

Durham, NC โ€ข Hybrid

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 Remote
External - 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.