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

Tekni-Plex

Sr Financial Analyst

Clayton, NC · On-site

$80K - $110K/yr

Key contributor to the Division FP&A function. * Lead, maintain and enhance financial reporting ... Stressing safe working practices as a condition of employment to associates. * Assisting in audits ...

Flad Architects

Healthcare Planner

Raleigh, NC · On-site

Associates degree in architecture, engineering, planning or related field required; architectural ... Financial health and wellness benefits - retirement savings plan; fiduciary advisor; identity theft ...

Applied Industrial Technologies

Planner I

Raleigh, NC · On-site

Support PCI associates with their assigned company vehicles * Plan and schedule test standards to ... finance departments * Assist with updates to production plan and schedule for assigned range of ...

Flad Architects

Healthcare Planner

Raleigh, NC · Hybrid

Associates degree in architecture, engineering, planning or related field required; architectural ... Financial health and wellness benefits - retirement savings plan; fiduciary advisor; identity theft ...

US LBM Holdings LLC

Finance Manager

Morrisville, NC · On-site

Review and ensure accuracy of financial reports prepared by other accounting associates. * Supervise the budget and long-term planning process, and develop monthly forecasts as required by USLBM or ...

US LBM Service Co

Finance Manager

Morrisville, NC · On-site

Review and ensure accuracy of financial reports prepared by other accounting associates. * Supervise the budget and long-term planning process, and develop monthly forecasts as required by USLBM or ...

US LBM Holdings, LLC

Finance Manager

Morrisville, NC · On-site

Review and ensure accuracy of financial reports prepared by other accounting associates. * Supervise the budget and long-term planning process, and develop monthly forecasts as required by USLBM or ...

Envestnet

Client Service Associate - MoneyGuide

Raleigh, NC · Hybrid

$14 - $19.50/hr

The team plays a critical role in helping advisors leverage financial planning tools effectively to drive better client outcomes. How  You 'll  Contribute    The Client Service Associate ...

Envestnet

Client Service Associate - MoneyGuide

Raleigh, NC · Hybrid

$14 - $19.50/hr

The team plays a critical role in helping advisors leverage financial planning tools effectively to drive better client outcomes. How  You 'll  Contribute    The Client Service Associate ...

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Showing results 21-40

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 Jul 24, 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:
What are popular job titles related to Associate Financial Planner jobs in Raleigh, NC? For Associate Financial Planner jobs in Raleigh, NC, the most frequently searched job titles are:
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
Infographic showing various Associate Financial Planner job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 25% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $81,558 per year, or $39.2 per hour.
Wealth Management Associate - NC, Raleigh (5128)

Wealth Management Associate - NC, Raleigh (5128)

Equitable

Raleigh, NC • On-site, Remote

Other

Medical, Dental, Vision, Life, Retirement

Posted 5 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.

Our people

Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.

·       We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment

·       Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit

·       Social impact and community engagement prosper thru our programs such as “1,000 Hours of Giving Back” sponsored by our Women’s Network and “Equitable Excellence” providing 200 college scholarships annually

·       Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves

Training and support

To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.

Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.

Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.

We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.

Benefits and compensation

Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program (“TRIP”).

 

Equitable Advisors’ strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)

What Equitable employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Equitable logo

About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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