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

Right By You Mortgage

Financial Advisor

Cary, NC · On-site

$70 - $110/hr

Deliver personalized financial planning and investment recommendations based on each client ... Serve as a resource and subject matter expert for associates regarding wealth management solutions ...

New

Fidelity Bank

Financial Advisor

Cary, NC · On-site

$60 - $90/hr

Deliver personalized financial planning and investment recommendations based on each client ... Serve as a resource and subject matter expert for associates regarding wealth management solutions ...

New

UNC-Chapel Hill

Financial Analyst

Chapel Hill, NC · Hybrid

Associate Deans for Human Resources and Communications, all report to the Dean. The College ... planning processes; and preparing detailed financial analyses and reports to support operational ...

Pwc

Oracle Cloud Finance - Senior Associate

Raleigh, NC · On-site

$77K - $202K/yr

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... Hyperion Financial Management for strategic financial planning - Implementing finance ...

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

$22 - $25/hr

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 ...

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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 Sep 3, 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 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.

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.

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.

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 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.

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 August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $81,558 per year, or $39.2 per hour.

Financial Advisor/Wealth Manager - Raleigh, NC

Tristate Financial Advisors

Raleigh, NC • On-site

$100K/yr

Other

Posted 4 days ago

Job description

Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.


Being a Tristate financial advisor requires a contemporary way of thinking and doing. At TFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.


On a daily basis, our advisors:

  • Identify and set appointments with potential clients
  • Meet with clients to assess their financial needs
  • Develop customized financial plans to address each of the clients desired goals
  • Maintain strong relationship with clients, helping them track their progress over time
  • Provide ongoing consultation and support


TFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams.


Some features of this position include:

  • One-on-one training from seasoned leaders in the local financial planning industry
  • A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
  • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
  • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)


Job Requirements:

  • Associate’s degree in business or industry-related field
  • Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
  • Must be a U.S. or Permanent Resident
  • Willing to work in office


Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.


Visit our website at http://www.tristatefa.com

Apply