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Associate Financial Planning Analysis Jobs in Holly Ridge, NC

Tax Associate

Jacksonville, NC · On-site

$46K - $61K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Jacksonville, NC · On-site

$51K - $68K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Richlands, NC · On-site

$45K - $61K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

Tax Associate

Midway Park, NC · On-site

$52K - $69K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

At Aspen Dental, we putYou1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

... financial security and job stability that comes with working with a world-class Dental Service ... Offering treatment planning options and discussing them with patients  * Providing high-quality ...

Associate Dentist

Jacksonville, NC · On-site

$200K - $230K/yr

At Aspen Dental, we put You 1st, offering the financial security and job stability that comes with ... Offering treatment planning options and discussing them with patients * Providing high-quality ...

... financial security and job stability that comes with working with a world-class Dental Service ... Offering treatment planning options and discussing them with patients  * Providing high-quality ...

C-UAS and S-UAS Planner

Jacksonville, NC · On-site

$86.80 - $198/hr

You'll employ research and analysis to assist government customers with integration of emergent ... Our offerings include health, life, disability, financial, and retirement benefits, as well as paid ...

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Showing results 21-40

Associate Financial Planning Analysis information

See Holly Ridge, NC salary details

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$24

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How much do associate financial planning analysis jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for associate financial planning analysis in Holly Ridge, NC is $24.82, according to ZipRecruiter salary data. Most workers in this role earn between $16.06 and $26.68 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Planning Analysis vs Financial Analyst?

AspectAssociate Financial Planning AnalysisFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; some certifications preferredBachelor's degree; CFA or CPA certifications often valued
Work EnvironmentEntry-level, team-focused, often within finance or corporate planning departmentsAnalytical, research-focused, may work in finance, investment firms, or corporate settings
Employer & Industry UsageCommon in corporate finance, banking, and investment firmsWidespread across finance, investment banking, and consulting

The Associate Financial Planning Analysis role typically involves supporting financial planning and analysis tasks, working closely with senior analysts. A Financial Analyst often has a broader scope, including investment analysis and market research. Both roles require similar educational backgrounds and certifications, but the Associate role is more entry-level and focused on internal planning processes, while the Financial Analyst may handle more complex financial modeling and external analysis.

Is an associate financial planning analysis analyst an entry-level job?

An associate financial planning analysis role is typically considered an entry-level position that requires basic knowledge of finance, accounting, or related fields. It often involves supporting senior analysts with data analysis, financial modeling, and reporting, and may require familiarity with tools like Excel or financial software. Advancement usually depends on experience and skill development.

What cities near Holly Ridge, NC are hiring for Associate Financial Planning Analysis jobs?

Cities near Holly Ridge, NC with the most Associate Financial Planning Analysis job openings:

Tax Associate

H&R Block

Jacksonville, NC • On-site

$46K - $61K/yr

Full-time

Posted 12 days ago


H&R Block rating

5.6

Company rating: 5.6 out of 10

Based on 290 frontline employees who took The Breakroom Quiz

146th of 151 rated financial services


Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
Sponsored Job
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What H&R Block employees say

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H&R Block logo

About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US