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Associate Planning Jobs in Raleigh, NC (NOW HIRING)

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes ...

Vulcan Elements

FP&A Associate

Durham, NC · On-site

The FP&A Associate is a broadly scoped role with significant responsibilities across FP&A, Corporate Finance, and Strategic Finance, reporting to the FP&A Manager. You will support: * The Company ...

Vulcan Elements

FP&A Associate

Benson, NC · On-site

The FP&A Associate is a broadly scoped role with significant responsibilities across FP&A, Corporate Finance, and Strategic Finance, reporting to the FP&A Manager. You will support: * The Company ...

Implus

Demand Planning Analyst

Durham, NC · On-site +1

The Demand Planning Analyst will lead cross-functional processes between customer development ... Train New Associates Minimum Qualifications: Knowledge/Skills/Abilities * Analytical - Collect ...

Implus

Demand Planning Analyst

Durham, NC

The Demand Planning Analyst will lead cross-functional processes between customer development ... Train New Associates Minimum Qualifications: Knowledge/Skills/Abilities * Analytical - Collect ...

Duke Health

Director, Strategic Planning

Durham, NC · On-site

Reporting to the Associate Vice President of Strategic Planning, this position serves as a strategic partner responsible for leading planning efforts, overseeing project management activities ...

Clorox

Sales Planning Business Manager

Durham, NC · Hybrid

  • Medical

  • Retirement

  • PTO

You will work with Sales Planning Director, Sales Planning Associate Director, and cross functional teams to develop sufficient Multi-Year-Plans (MYP), build and deploy annual business plan, and ...

AVE Staffing

Trusts & Estates Associate

Raleigh, NC

$120K - $150K/yr

Associate Attorney - Trusts & Estates/Business Our client, a dynamic and collaborative law firm in ... Counsel clients on estate planning, wealth transfer, asset protection, and estate administration.

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Showing results 1-20

All JobsAssociate Planning JobsAssociate Planning Jobs in Raleigh, NC

Associate Planning information

See Raleigh, NC salary details

$37.4K

$76.1K

$105K

How much do associate planning jobs pay per year?

As of Aug 18, 2026, the average yearly pay for associate planning in Raleigh, NC is $76,097.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,200.00 and $88,900.00 per year, depending on experience, location, and employer.

What is an associate planner?

Associate Planners are professionals who support the planning and execution of projects within organizations, typically in fields like urban planning, event planning, or corporate strategy. They assist senior planners with research, data analysis, report preparation, and coordination of activities to ensure projects meet their objectives and comply with relevant regulations. Associate Planners often interact with stakeholders, provide recommendations, and help manage timelines and resources. This role is ideal for individuals looking to build experience and advance in planning-related careers.

What are the key skills and qualifications needed to thrive as an associate planner, and why are they important?

To thrive as an Associate Planner, you need a foundational understanding of urban planning principles, data analysis, and report writing, typically supported by a degree in urban planning, geography, or a related field. Familiarity with Geographic Information Systems (GIS), project management software, and relevant planning regulations is often required. Strong communication, organization, and problem-solving skills help you effectively collaborate with stakeholders and address complex planning issues. These skills and qualifications are important for creating well-informed, sustainable plans that meet community needs and regulatory standards.

What are some common challenges faced by associate planners when managing multiple projects simultaneously?

Associate Planners often juggle several projects at once, which can make prioritization and time management challenging. Balancing competing deadlines, coordinating with cross-functional teams, and ensuring that all project requirements are met requires strong organizational skills and clear communication. Learning to effectively manage stakeholder expectations and adapt to shifting project scopes is key to success in this role. Many organizations provide mentorship and collaborative tools to support new Associate Planners as they develop these essential competencies.

What is the difference between Associate Planning vs Planning Analyst?

AspectAssociate PlanningPlanning Analyst
Required CredentialsBachelor's degree in Business, Economics, or related field; often entry-levelBachelor's or Master's degree in Business, Economics, or related field; some roles prefer experience
Work EnvironmentCorporate offices, retail, manufacturing, or logistics sectorsCorporate offices, consulting firms, or industry-specific departments
Employer & Industry UsageCommon in retail, manufacturing, and supply chain companiesUsed across industries like finance, retail, and manufacturing for data-driven planning
Common Search & Comparison IntentYesYes

While both roles involve planning and data analysis, Associate Planning typically serves as an entry-level position supporting senior planners, focusing on data collection and basic analysis. Planning Analysts often handle more complex data analysis, forecasting, and strategic planning tasks, requiring more experience or advanced degrees. Both roles are vital in ensuring effective resource allocation and operational efficiency within organizations.

What are the most commonly searched types of Planning jobs in Raleigh, NC?

The most popular types of Planning jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Associate Planning jobs?

Cities near Raleigh, NC with the most Associate Planning job openings:

Associate Planning jobs near you
Infographic showing various Associate Planning job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $76,097 per year, or $36.6 per hour.

Wealth Planning Senior Associate

CAPTRUST

Raleigh, NC • On-site

$75K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Wealth Planning Senior Associate who will work directly with our wealth advisory teams to provide client and prospective client wealth management solutions. This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and continually developing strategies and solutions to better serve our clients. Primary responsibilities may include the following, among others:
Responsibilities
  • Assist with the preparation, development, and delivery of client financial plans
  • Assist with training our wealth team on eMoney and our financial planning approach
  • Data entry as well as advanced planning in eMoney will be critical
  • Support the transition of client's financial planning data into our system, eMoney, specifically the data of client's from new CAPTRUST offices
  • Will work closely with financial advisors, client service, and peers on the Wealth Planning team
  • Support business development activities with prospective clients
  • Assist with ad hoc projects within required deadlines
  • Contribute to new research and project initiatives
  • May work, when necessary, beyond normal working hours
  • Very minimal travel expected

Qualifications
Minimum Qualifications:
  • Bachelor's degree in related field or equivalent experience
  • 2-4+ years of relevant industry experience
  • Proficient in eMoney Advisor or similar financial planning software
  • Desire to pursue CFP designation

Desired Qualifications/Skills:
  • Technology savvy, proficient with Microsoft Office
  • In process of obtaining or already hold CFP designation
  • Experience at a wealth management or financial planning advisory firm
  • Strong communication skills, both written and verbal
  • Strong interpersonal skills, includes being polished, courteous, professional, and patient
  • Good organizational skills such as multi-tasking, adapting priorities, and meeting deadlines

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods
  • Paid time off (PTO) or Paid Sick Leave (PSL)
  • Compensation range (depending on location and experience): $75,000.00- $125,000.00

WHERE will you be working?
Open to multiple CAPTRUST Office Location
Due to the nature of the role, this is not a remote or work from home position. #LI-Onsite
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #associate
This position will remain open until filled.

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