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

... financial planning and operational planning teams. These plans will guide both internal and ... Train New Associates Minimum Qualifications: Knowledge/Skills/Abilities * Analytical - Collect ...

... financial planning and operational planning teams. These plans will guide both internal and ... Train New Associates Minimum Qualifications: Knowledge/Skills/Abilities * Analytical - Collect ...

Strategic Business Planning: As part of the senior leadership team, advise the President of the ... chairs and associate chairs of the School of Medicine and UNC Health leadership. Provide timely ...

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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.
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:
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.
Hazard Mitigation Planner III

Hazard Mitigation Planner III

Innovative Emergency Management

Raleigh, NC • On-site, Remote

Full-time

Retirement, PTO

Posted 7 days ago


Job description

IEM is searching for a Full Time- Hazard Mitigation Planner III to develop hazard mitigation, climate adaptation, and resilience plans for communities across the U.S as well as to conduct risk assessments, analyze data, engage stakeholders, and produce high-quality technical documents.

Primary Location:

  • Liveanywhere that meetspersonal office /homeworkrequirements in the United States including Puerto Rico.
  • Work from home or personal office location.

Travel Requirements:

  • This position may require travel to complete work assignments or attend meetings.

Essential Functions:

  • Serve as lead planner in the development and updating of:
    • Local, State, and Tribal Hazard Mitigation Plans
    • Resiliency and Climate Adaptation Plans
    • Implementation Plans
    • Other plans as required
  • Lead staff members from various disciplines to perform a range of planning functions.
  • Identify priorities, develop tasks, and make assignments.
  • Oversee the collection, documentation, and analysis of data related to hazard mitigation planning, community development, economic development, infrastructure, and land use.
  • Perform technical writing, review, and analysis of quantitative and qualitative data and information.
  • Review plans, reports, and other documents for relevant content.
  • Prepare written documents and reports based on data and information reviewed.
  • Coordinate, facilitate, and develop materials for public, stakeholder, and client meetings with state, local, tribal and federal officials, elected officials, residents, business leaders and technical experts.
  • Serve as the primary point of contact with stakeholders and clients.
  • Perform quality control/quality assurance (QA/QC) review of all applicable plans for FEMA review and approval.
  • Perform risk assessment analyses of hazard data and lead the development of planning documents.
  • Evaluate existing mitigation capabilities through research of local plans, regulations, policies and programs, and review of programs and documents.
  • Identify and describe cost-effective, technically feasible, and environmentally sound mitigation actions.
  • Perform other research and writing tasks as necessary to support a wide range of planning and mitigation/resilience tasks and overall plan development.
  • Assist with marketing and proposal development.

Minimum Qualifications:

  • Degree: Bachelor's degree in Emergency Management, Urban or Regional Planning, Community Planning, Sustainable Development, Public Health, Geography or related field.
  • Experience: Five (5) years of experience developing some or all of the items listed in the essential functions section of this solicitation.
  • Developed at a minimum five (5) FEMA-approved hazard mitigation plans.
  • Strong written and oral communications skills to support plan development and meeting facilitation.
  • Ability to lead multiple plan development projects simultaneously.
  • Expertise with the latest FEMA mitigation planning policy guidance.
  • Experience with climate and resiliency planning.
  • Experience with community outreach and engagement.
  • Proficiency with Microsoft Office software suite.
  • Understanding of fundamental project management principles.
  • Understanding of business and financial processes.
  • Self-motivated respondents with the ability to work as part of a team and independently to build strong customer relationships.
  • Demonstrated leadership and team coordination capabilities.
  • Understanding of potential funding sources to be used for hazard mitigation.
  • Completion of the following FEMA Independent Study courses or willingness to complete them within 3 months of hire:
    • IS-100.C Introduction to the Incident Command System, ICS 100
    • IS-200.C Basic Incident Command System for Initial Response
    • IS-2700 National Mitigation Framework, an Introduction
    • IS-318.A Local Mitigation Planning Training
    • IS-328 Plan Review for Local Mitigation Plans
    • IS-329.A State Mitigation Planning Training
    • IS-350 Mitigation Planning for Tribal Communities
    • IS-393.B Introduction to Hazard Mitigation

Preferred Qualifications:

  • Master's degree in Emergency Management, Urban or Regional Planning, Community Planning, Sustainable Development, Public Health, Geography or related field.
  • Certifications including Certified Emergency Manager (CEM) certification, Associate Emergency Manager (AEM) certification, American Institute of Certified Planners (AICP), Certified Floodplain Manager (CFM), Project Management Professional (PMP), Six Sigma, or others; willingness to pursue relevant certifications is a plus.
  • Experience with ArcGIS and other relevant software products.
  • Bilingual in English and Spanish.
  • Knowledge of Emergency Operations Centers (EOC) and Incident Command System (ICS)
  • Technological hazard assessment experience.
  • Completion of additional FEMA Independent Study courses after hire:
    • IS-212.B Introduction to Unified Hazard Mitigation Assistance (HMA)
    • IS-271.A Anticipating Hazardous Weather & Community Risk, 2nd Edition
    • IS-201 Forms Used for the Development of the Incident Action Plan
    • IS-2200 Basic Emergency Operations Center Functions
    • IS-315.A CERT and the Incident Command System (ICS)
    • IS-700.B An Introduction to the National Incident Management System
    • IS-703.B NIMS Resource Management
    • IS-706 NIMS Intrastate Mutual Aid - An Introduction
    • IS-800.D National Response Framework, an Introduction

Submission Requirements:

  • Be prepared to provide a writing sample illustrating personal content and style of planning, analysis, and/or technical writing.

Benefits and more:

  • Annual salary based on location and experience: $85,000 - $100,000
  • 10 paid Holidays
  • Vacation Pay
  • Sick Pay
  • 401 (K) plan with matching
  • Company paid STD and LTD

Additional Information:

  • Personal Office:All personal office work environments require the ability to maintain minimum Internet speeds of 25 Mbps upload and 3 Mbps download, as well as a ping rate of 100msor less during working hours, regardless of the type and number of devices using your Internet connection. You must also have account privileges and access to your Internet service provider account during working hours for thepurposesofmaintainingthe Internet connection, if needed.

Equal Employment Opportunity: All IEM employment decisions, including recruiting, hiring, placement, training availability, promotion, compensation, evaluation, disciplinary actions, and termination of employment, if necessary, are made without regard to an individual's race, color, religion, creed, sex (including sexual orientation, gender identity, and gender expression), national origin, ancestry, age, physical or mental disability, medical condition, genetic information, pregnancy (including childbirth and related medical conditions), marital status, military or veteran status, citizenship or immigration status, or any other characteristic protected under applicable law.

Reasonable Accommodation: IEM is committed to providing reasonable workplace accommodation for individuals with disabilities. If you require assistance or reasonable accommodation during any part of the application or employment process, please email IEMhumanresources@iem.com with specific details about the requested accommodation. All accommodation requests are reviewed case-by-case in compliance with applicable law.