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

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 ...

Duke University

Strategic Services Associate

Durham, NC · On-site

... Associate to support the department's rapidly expanding clinical and operational needs. As part of ... workforce planning and contracting, comprehensive financial management, forecasting and data ...

Duke University

Strategic Services Associate

Durham, NC · On-site

... Associate to support the department's rapidly expanding clinical and operational needs. As part of ... workforce planning and contracting, comprehensive financial management, forecasting and data ...

Duke Health

Strategic Services Associate

Durham, NC

... Associate to support the department's rapidly expanding clinical and operational needs. As part of ... workforce planning and contracting, comprehensive financial management, forecasting and data ...

Duke Health

Strategic Services Associate

Durham, NC · On-site

... Associate to support the department's rapidly expanding clinical and operational needs. As part of ... workforce planning and contracting, comprehensive financial management, forecasting and data ...

IQVIA

Associate Director, Partnership Finance

Durham, NC · On-site

$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 ...

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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 9, 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
Finance Manager

Finance Manager

US LBM Holdings LLC

Morrisville, NC • On-site

Full-time

Posted 7 days ago

US LBM rating

7.2

Company rating: 7.2 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

6th of 13 rated diy builders merchants

Job description

US LBM is one of the leading and fastest growing distributors of specialty building materials in the United States, with a team of over 15,000 employees located throughout the country. Since our founding in 2009, we have acquired over 70 companies and have expanded to more than 500 locations serving 37 states. US LBM is a progressive organization that promotes a unique culture that focuses on the value of its customers and associates. Developing our people is critical to our strategy and fostering our culture of empowerment.
A Brief Overview
The Finance Manager manages the Divisions' financial planning and analysis function, including budgeting, financial analysis, and most internal reporting functions. Assist Division President with strategic planning duties. Supervises and provides direction to Division Accounting Manager position.
What you will do
  • Supports division due diligence process, including the management of external and internal resources as necessary.
  • Manages Division financial/accounting department and provides strategic direction to division business development planning.
  • Develop financial reports and analysis that help Division President and other managers better understand the financial trends within the business, and the external factors impacting the business.
  • 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 executives.
  • Develops cash flow forecasts and treasury management.
  • Work with operations and legal in developing the business agreement in contractual negotiations
  • Perform ad hoc reporting and analysis on company results as requested.
  • Oversee development and performance of Credit personnel and direct reports.
  • Responsible for DSO reduction, collections in relation to sales, reserves and any other function that directly affects the department goals and objectives.
  • Authorized settlement authority with market managers & Legal Counsel.

Required For All Jobs
  • Perform other duties as assigned.
  • Comply with all policies and standards.
  • Adhere to Company's commitment to workplace safety.
  • Participate in and complete assigned trainings.

Education Qualifications
  • Bachelor's Degree in accounting, finance, or related field required.
  • Master's Degree in accounting, finance, or related field preferred.

Experience Qualifications
  • 7-9 years of relevant experience required.

Skills and Abilities
  • Ability to use technology to analyze financial results is essential to efficient performance of these responsibilities
  • Computer literate in current software and financial analysis software.
  • Ability to travel and perform according to the requirements of the position.

Travel Requirements
  • Ability to travel and perform according to the requirements of the position.

US LBM Holdings, LLC, is an equal-opportunity employer. We do not discriminate on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, marital status, military status, order of protection status, or any other legally recognized protected basis under federal, state, or local law.

What US LBM employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

US LBM Holdings logo

About US LBM Holdings

Sourced by ZipRecruiter

US LBM Holdings, based in Atlanta, GA, US, operates within the building materials industry. The company's primary services center around the supply of construction and building materials to a multitude of markets within the United States. US LBM Holdings was founded with a focus on providing local leadership with the products they need to succeed. The company prides itself in being leaders in the industry and believes that by taking innovative approaches, they can support the businesses and people who build America. Their mission is to be the leading supplier of building products, manufactured components, and services to the professional market for new home construction and repair and remodeling across the United States.

Industry

Building materials and garden equipment dealers

Company size

5,001 - 10,000 Employees

Headquarters location

Atlanta, GA, US

Social media

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