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

Vulcan Elements

FP&A Associate

Benson, NC

The FP&A Associate is a broadly scoped role with significant responsibilities across FP&A, Corporate Finance, and Strategic Finance, reporting to the FP&A Manager. You will support: * The Company ...

Vulcan Elements

FP&A Associate

Durham, NC

The FP&A Associate is a broadly scoped role with significant responsibilities across FP&A, Corporate Finance, and Strategic Finance, reporting to the FP&A Manager. You will support: * The Company ...

Ergomed

Associate Director - FP&A

Raleigh, NC

The Associate Director - FP&A, will primarily support the Prime Vigilance division of the Ergomed Group and will focus on strengthening financial planning, forecasting, and business partnering ...

Ergomed

Associate Director - FP&A

Raleigh, NC · On-site

The Associate Director - FP&A, will primarily support the Prime Vigilance division of the Ergomed Group and will focus on strengthening financial planning, forecasting, and business partnering ...

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Showing results 1-20

All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Raleigh, NC

Associate Financial Planner information

See Raleigh, NC salary details

$44.2K

$81.6K

$109.4K

How much do associate financial planner jobs pay per year?

As of Jun 30, 2026, the average yearly pay for associate financial planner in Raleigh, NC is $81,558.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $97,200.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
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:
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What job categories do people searching Associate Financial Planner jobs in Raleigh, NC look for? The top searched job categories for Associate Financial Planner jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Associate Financial Planner jobs? Cities near Raleigh, NC with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you

Associate Financial Professional

Stone Press Financial Group

Raleigh, NC

$80K/yr

Full-time

Posted 29 days ago

Job description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation:

$80,000+ at plan earnings


Responsibilities:
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications:
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • Bachelor’s degree in business administration, finance, or related field is required
  • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
  • You are personable and caring, with a natural ability to connect and communicate with others.
  • Enthusiastic, high energy, and positive attitude.
  • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
  • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
  • Must have excellent communication and interpersonal skills.
  • Quick learner who is comfortable in a fast-paced, dynamic environment.

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.