ZipRecruiter

Log In

1

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

DataAnnotation

Financial Planner - AI Trainer

Durham, NC · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Cary, NC · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Raleigh, NC · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Northwestern Mutual

Financial Advisor

Raleigh, NC · On-site

$137K - $250K/yr

Certified Financial Planner licensing support2 * Fully company-funded retirement package and pension plan * Competitive and comprehensive medical, vision, and dental plans * Life Insurance and ...

Northwestern Mutual

Financial Advisor

Raleigh, NC · On-site

$137K - $250K/yr

Certified Financial Planner licensing support2 * Fully company-funded retirement package and pension plan * Competitive and comprehensive medical, vision, and dental plans * Life Insurance and ...

Northwestern Mutual

Financial Advisor

Cary, NC · On-site

$137K - $250K/yr

Certified Financial Planner licensing support2 * Fully company-funded retirement package and pension plan * Competitive and comprehensive medical, vision, and dental plans * Life Insurance and ...

Northwestern Mutual

Financial Advisor

Durham, NC

$137K - $250K/yr

Certified Financial Planner licensing support2 * Fully company-funded retirement package and pension plan * Competitive and comprehensive medical, vision, and dental plans * Life Insurance and ...

Northwestern Mutual

Financial Advisor

Cary, NC · On-site

$137K - $250K/yr

Certified Financial Planner licensing support2 * Fully company-funded retirement package and pension plan * Competitive and comprehensive medical, vision, and dental plans * Life Insurance and ...

Northwestern Mutual

Financial Advisor

Durham, NC · On-site

$137K - $250K/yr

Certified Financial Planner licensing support2 * Fully company-funded retirement package and pension plan * Competitive and comprehensive medical, vision, and dental plans * Life Insurance and ...

next page

Showing results 1-20

All JobsCertified Financial Planner JobsCertified Financial Planner Jobs in Raleigh, NC

Certified Financial Planner information

See Raleigh, NC salary details

$53.9K

$90K

$124.5K

How much do certified financial planner jobs pay per year?

As of Aug 25, 2026, the average yearly pay for certified financial planner in Raleigh, NC is $90,004.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,800.00 and $101,100.00 per year, depending on experience, location, and employer.

What is a certified financial planner?

A Certified Financial Planner (CFP) is a professional who has met rigorous education, examination, experience, and ethical requirements set by the Certified Financial Planner Board of Standards. CFPs help individuals and businesses develop comprehensive financial plans, including investment, retirement, tax, estate, and insurance planning. They are held to a fiduciary standard, meaning they are obligated to act in their clients' best interests. Earning the CFP designation demonstrates expertise and a commitment to ongoing professional development.

What does a certified financial planner do?

A certified financial planner (CFP) recommends different short- and long-term investment opportunities to a client based on their current income, budgetary constraints, future earnings potential, retirement plans, financial goals, and numerous other factors. As a CFP, you take the information from the client and analyze it to determine which types of investment strategies can help them achieve their goal. These strategies may include investing in property, a retirement plan, purchasing stocks, or investing in mutual funds. You then give advice to your client and recommend other finance experts who can help carry out the advice.

What skills and qualifications are needed to thrive as a certified financial planner?

To thrive as a Certified Financial Planner, you need expertise in financial planning, investment strategies, and tax regulations, supported by a bachelor's degree and CFP certification. Familiarity with financial planning software, portfolio management tools, and CRM systems is commonly required. Strong interpersonal skills, ethical judgment, and clear communication help build client trust and tailor financial advice. These skills are crucial for delivering effective financial solutions and maintaining long-term client relationships in a highly regulated industry.

What are some typical challenges a certified financial planner faces when building and maintaining client relationships?

Certified Financial Planners often encounter challenges such as building trust with new clients, managing diverse financial goals, and communicating complex financial concepts in an understandable way. Additionally, they must stay updated on changing regulations and market conditions to provide relevant advice. Maintaining strong, ongoing relationships requires regular check-ins, proactive planning for life changes, and being responsive to clients’ evolving needs, all of which are essential for client retention and satisfaction.

What is the difference between Certified Financial Planner vs Financial Advisor?

AspectCertified Financial PlannerFinancial Advisor
CertificationsCFP certification requiredNo specific certification required
Work EnvironmentFinancial planning firms, independent practiceBanks, investment firms, independent
Services ProvidedComprehensive financial planning, estate, retirementInvestment advice, asset management, financial products
RegulationRegulated by CFP Board, fiduciary dutyVaries; often regulated but not always fiduciary

While both Certified Financial Planners and Financial Advisors assist clients with financial goals, CFPs have specialized certification and adhere to fiduciary standards, offering comprehensive planning. Financial Advisors may provide similar services but without the mandatory certification or fiduciary obligation.

Is a Certified Financial Planner a good career?

A Certified Financial Planner (CFP) is a respected profession in financial planning, requiring certification, strong analytical skills, and client communication. It offers opportunities for career growth, a flexible schedule, and the potential for high earning potential, especially with experience and specialization. However, it also involves ongoing education and regulatory compliance.
More about Certified Financial Planner jobs

What are the most commonly searched types of Certified Financial Planner jobs in Raleigh, NC?

The most popular types of Certified Financial Planner jobs in Raleigh, NC are:

What are popular job titles related to Certified Financial Planner jobs in Raleigh, NC?

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

What job categories do people searching Certified Financial Planner jobs in Raleigh, NC look for?

The top searched job categories for Certified Financial Planner jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Certified Financial Planner jobs?

Cities near Raleigh, NC with the most Certified Financial Planner job openings:

Certified Financial Planner jobs near you
Infographic showing various Certified Financial Planner job openings in Raleigh, NC as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $90,004 per year, or $43.3 per hour.

Associate Financial Professional

Stone Press Financial Group

Raleigh, NC • On-site

$80K/yr

Full-time

Re-posted 24 days ago

Job description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Compensation:

$80,000+ at plan earnings


Responsibilities:
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Design customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives

Qualifications:
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • Bachelor’s degree in business administration, finance, or related field is required
  • A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
  • You are personable and caring, with a natural ability to connect and communicate with others.
  • Enthusiastic, high energy, and positive attitude.
  • Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
  • Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
  • Must have excellent communication and interpersonal skills.
  • Quick learner who is comfortable in a fast-paced, dynamic environment.

About Company

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.