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Director Financial Planning Cfp Jobs in Raleigh, NC

Varsity Tutors

CFP Tutor

Chapel Hill, NC · Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study ... Familiar with CFP examination content outline and common challenges such as integrating multiple ...

Varsity Tutors

CFP Tutor

Durham, NC · Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study ... Familiar with CFP examination content outline and common challenges such as integrating multiple ...

Varsity Tutors

CFP Tutor

Raleigh, NC · Remote

$35 - $40/hr

Ability to explain financial planning process, fiduciary standards, and integrated case study ... Familiar with CFP examination content outline and common challenges such as integrating multiple ...

Teleflex

Director of Corporate FP&A

Morrisville, NC · On-site

Position Summary The Director, Financial Planning & Analysis, is a hands-on position that will oversee the ongoing analysis of the Company's business operations. Responsibilities include annual ...

Teleflex

Director of Corporate FP&A

Morrisville, NC · On-site

Position Summary The Director, Financial Planning & Analysis, is a hands-on position that will oversee the ongoing analysis of the Company's business operations. Responsibilities include annual ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

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 ...

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All JobsFinancial Planning Cfp JobsDirector Financial Planning Cfp JobsDirector Financial Planning Cfp Jobs in Raleigh, NC

Director Financial Planning Cfp information

See Raleigh, NC salary details

$44.2K

$139.6K

$204.1K

How much do director financial planning cfp jobs pay per year?

As of Aug 23, 2026, the average yearly pay for director financial planning cfp in Raleigh, NC is $139,612.00, according to ZipRecruiter salary data. Most workers in this role earn between $119,100.00 and $156,500.00 per year, depending on experience, location, and employer.

What does a director of financial planning (CFP) do?

A Director of Financial Planning with a CFP (Certified Financial Planner) designation oversees the development and implementation of financial strategies for clients or organizations. They lead financial planning teams, analyze complex financial data, and ensure that plans align with clients’ goals and regulatory requirements. Directors in this role also mentor junior planners, coordinate with other departments, and help shape the overall financial direction of the company. Their expertise ensures clients receive comprehensive advice on investments, retirement, estate, and tax planning.

How does a director of financial planning (CFP) typically collaborate with other departments within a firm?

A Director of Financial Planning who holds a CFP certification often works closely with multiple departments, such as investment management, tax advisory, and compliance teams. This role requires regular coordination to ensure client financial plans are comprehensive, current, and aligned with legal and regulatory standards. Effective collaboration helps identify cross-departmental opportunities, streamline workflow, and enhance client service. These interactions also provide valuable exposure to a wide array of financial strategies and foster professional growth through interdisciplinary learning.

What are the key skills and qualifications needed to thrive as a director of financial planning (CFP), and why are they important?

To thrive as a Director of Financial Planning (CFP), you need advanced expertise in financial analysis, strategic planning, and a Certified Financial Planner (CFP) certification, often supported by a bachelor's or master's degree in finance or a related field. Proficiency with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and compliance tools is typically required. Strong leadership, interpersonal communication, and ethical judgment are crucial soft skills for guiding teams and building client trust. These skills are vital to ensure effective financial strategies, regulatory compliance, and long-term client satisfaction in a competitive environment.

What is the difference between Director Financial Planning Cfp vs Financial Advisor?

AspectDirector Financial Planning CfpFinancial Advisor
CertificationsCFP required, often with additional leadership credentialsCFP common, but not always required
Work EnvironmentStrategic planning, team leadership, high-level client managementClient-facing, personalized financial advice
Employer & IndustryFinancial firms, corporations, wealth managementFinancial planning firms, banks, independent advisors

The main difference is that a Director Financial Planning Cfp typically holds a leadership role with strategic responsibilities and oversees teams, while a Financial Advisor primarily provides direct financial advice to clients. Both roles often require the CFP certification, but the Director position involves higher-level management and planning functions.

What are popular job titles related to Director Financial Planning Cfp jobs in Raleigh, NC?

For Director Financial Planning Cfp jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Director Financial Planning Cfp jobs in Raleigh, NC look for?

The top searched job categories for Director Financial Planning Cfp jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Director Financial Planning Cfp jobs?

Cities near Raleigh, NC with the most Director Financial Planning Cfp job openings:

Director Financial Planning Cfp jobs near you
Infographic showing various Director Financial Planning Cfp job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $139,612 per year, or $67.1 per hour.

Director of Financial Planning and Analysis

Banyan Search

Raleigh, NC • On-site

$150K - $180K/yr

Full-time

Re-posted 4 days ago

Job description

Director, Financial Planning & Analysis
Full-Time • Research Triangle, NC • Hybrid
Overview
Banyan Search is partnering with a growing, well-established organization to place a Director of Financial Planning & Analysis. This is a high-impact leadership opportunity for a finance professional ready to serve as a strategic partner to Marketing and Operations, owning the full finance stack across a multi-business-line environment. From budgeting, forecasting, and accounting to internal controls, growth evaluation, and process modernization, this role offers real scope and visibility for the right candidate.
Key Responsibilities
  • Own annual operating and capital budgets; deliver in-year projections and drive executive cash and capital planning across multiple business units
  • Oversee revenue and expense accounting for all business units; certify accuracy and deliver clear written and verbal narratives on monthly results
  • Guide financial operations across AP, AR, payroll, T&E, cash management, banking, reconciliations, and trial balance production
  • Partner with Finance leadership to design, document, and enforce internal controls; standardize policies and procedures across the organization
  • Evaluate growth opportunities and new business launches - including pro formas and capital needs - and manage capital asset acquisitions
  • Establish preferred vendor programs, business insurance strategy, and document retention practices; uphold enterprise risk and compliance responsibilities
  • Build scalable financial processes and leverage modern tools to drive data-driven decision-making across the business

Qualifications
  • Bachelor's degree in Accounting, Finance, or a related field required; CPA preferred
  • 7+ years of progressively responsible accounting and finance experience, including 3+ years leading teams
  • Background in a professional or corporate services environment; multi-entity or divisional exposure strongly preferred
  • Proficiency with ERP and financial reporting platforms; experience with reconciliation, BI, and Excel-based reporting tools required
  • Proven track record in workflow design and process improvement; demonstrated success building scalable operations in a growth environment
  • Strong leader-coach with high integrity, analytical acumen, and excellent communication skills
  • Change-ready, proactive, and energized by continuous improvement in a fast-moving environment

Candidates must be legally authorized to work in the United States for any employer; visa sponsorship is not available for this position.

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