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

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 ...

FHI 360

Associate Director, Finance

Durham, NC · On-site

Manage the operational and program financial elements of an assigned portfolio of country ... Responsible for developing and monitoring budgets, and providing input for annual budget planning ...

IQVIA

Associate Director, Partnership Finance

Durham, NC

$80K - $223K/yr

Job Overview Directs financial planning and accounting practices including: budgeting, costing, financial analysis, and long-range forecasting for a mid-sized market or regional function(s). Partners ...

IQVIA

Associate Director, Partnership Finance

Durham, NC

$80K - $223K/yr

Job Overview Directs financial planning and accounting practices including: budgeting, costing, financial analysis, and long-range forecasting for a mid-sized market or regional function(s). Partners ...

First Citizens Bank

Wealth Consultant

Raleigh, NC

... and financial planning solutions. Serving as the primary relationship manager for affluent ... Engages other associates within the department to provide ongoing advice, products and services as ...

First Citizens Bank

Wealth Consultant

Raleigh, NC

... and financial planning solutions. Serving as the primary relationship manager for affluent ... Engages other associates within the department to provide ongoing advice, products and services as ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

... and financial planning solutions. Serving as the primary relationship manager for affluent ... Engages other associates within the department to provide ongoing advice, products and services as ...

Implus

Demand Planning Analyst

Durham, NC · On-site +1

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

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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:

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For Associate Financial Planner jobs in Raleigh, NC, the most frequently searched job titles are:

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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.

Healthcare Planner

Flad Architects

Raleigh, NC • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Job description

If you enjoy solving complex challenges in a collaborative environment that celebrates each person's ideas, experience, and creativity, this might be the opportunity for you. Flad is a national architectural firm, with ten offices across the country, specializing in science, healthcare, academic, and workplace spaces. Flad is a team of creative, intelligent, energetic people who help our clients tackle the issues that change people’s lives.


  • This position is responsible for planning, programming, and developing healthcare departments within large, complex medical facilities.
  • Collaborate with multi-disciplinary teams to deliver specific pieces of projects (e.g., departments, floors, etc.) on schedule and within budgets.
  • Guide and manage user/client expectations by coordinating and running user meetings for needs assessment in order to prepare functional and space programs.
  • Responsible for articulating and communicating the client's vision, goals, and objectives through development of the project work plan during the planning phase.
  • Participate in client presentations and project meetings, helping to provide direction for team members and consultants. Begin presenting to upper-level client groups.
  • Assist the production team to produce documents reflective of the owner's goals and consistent with project goals, planning parameters, and program intent. Be available to the CA team to answer clinically significant questions and provide solutions. Oversee the shop drawing review process to ensure design intent is met.
  • May mentor less experienced planning team members.
  • Travel to clients may be involved depending upon client needs.

Experience

  • Minimum of ten years of recent experience in planning, programming, and developing healthcare departments within large, complex medical facilities required.
  • Broad base of experience with inpatient, ambulatory, diagnostic, and academic medical facilities required. Projects completed with multiple clients preferred.
  • Thorough knowledge of codes and standards as related to healthcare facilities, individual municipalities, State, IBC, ADA, ANSI, NFPA, FGI Guidelines, and specialty-specific standards required.  

Software

  • Proficiency in Revit required
  • AutoCAD preferred

Education

  • Associates degree in architecture, engineering, planning or related field required; architectural degree preferred.
  • Professional registration preferred.
  • Sustainability accreditation preferred.

 

Flad offers a wide range of benefits including: 

  • Health, dental, and vision insurance
  • Generous paid time off and paid holidays
  • Financial health and wellness benefits - retirement savings plan; fiduciary advisor; identity theft plan; Section 125 flexible benefits, including mass transit and parking; income protection – life insurance, short-term disability, long-term disability; Employee Assistance Program (EAP)
  • Continuing education and career development – internal programs; funds set aside for external programs, licensure and sustainability support, annual professional registration and organization reimbursement
  • Hybrid work environment 

Flad Architects is an Equal Employment Opportunity employer. Flad will provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

If you need a reasonable accommodation to apply for a position, please contact Human Resources at 608-238-2661 or email us at humanresources@flad.com.

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