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Fee Only Financial Planning Jobs in Raleigh, NC (NOW HIRING)

Ipas

Financial Analyst, FP&A

Chapel Hill, NC · Remote

... fee structure, adherence to Ipas and donor best practices, donor compliance, and cost recovery ... Promptly identify, provide preliminary analysis of, and escalate financial compliance and ERP ...

Ipas

Financial Analyst, FP&A

Chapel Hill, NC · On-site

... fee structure, adherence to Ipas and donor best practices, donor compliance, and cost recovery ... Promptly identify, provide preliminary analysis of, and escalate financial compliance and ERP ...

Pwc

FP&A Tech, Anaplan Director

Raleigh, NC

$155K - $410K/yr

... FP&A Tech, Anaplan Director, you will lead efforts within our Finance practice to enhance client ... For only those qualified applicants that are impacted by the Los Angeles County Fair Chance ...

Wisepath Group

Financial Advisor

Raleigh, NC · On-site

$100K - $250K/yr

Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes ... fee-sharing splits, and passive residual income. Transition financing is available for qualified ...

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes ... fee-sharing splits, and passive residual income. Transition financing is available for qualified ...

NetApp

Financial Analyst

Morrisville, NC

Job Summary As a Financial Analyst for the Revenue Operations and Margin FP&A team, you will be ... Only candidates in these locations will be considered . Essential Functions * Provide a quarterly ...

NetApp, Inc.

Financial Analyst

Morrisville, NC · On-site

Job Summary As a Financial Analyst for the Revenue Operations and Margin FP&A team, you will be ... Only candidates in these locations will be considered . Essential Functions * Provide a quarterly ...

Aledade PBC

Senior Financial Analyst, Remote

Durham, NC · On-site +1

$82K - $102K/yr

The Senior Financial Analyst will work with the FP&A team to provide support with the annual budget ... fee-for-service model. Our work strengthens continuity of care, aligns incentives and ensures ...

Aledade PBC

Senior Financial Analyst, Remote

Durham, NC · Remote

$87K - $109K/yr

The Senior Financial Analyst will work with the FP&A team to provide support with the annual budget ... fee-for-service model. Our work strengthens continuity of care, aligns incentives and ensures ...

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All JobsFee Only Financial Planning JobsFee Only Financial Planning Jobs in Raleigh, NC

Fee Only Financial Planning information

See Raleigh, NC salary details

$34.5K

$58.9K

$101.6K

How much do fee only financial planning jobs pay per year?

As of Aug 21, 2026, the average yearly pay for fee only financial planning in Raleigh, NC is $58,925.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,200.00 and $66,600.00 per year, depending on experience, location, and employer.

What is fee-only financial planning?

Fee-only financial planning is a type of financial advisory service where the planner is compensated solely by the client and does not receive commissions or incentives from selling financial products. This approach helps eliminate potential conflicts of interest, ensuring advice is focused on the client's best interests. Fee-only planners typically charge hourly rates, flat fees, or a percentage of assets under management. They provide comprehensive financial guidance, including retirement, investment, tax, and estate planning.

How does a fee-only financial planner collaborate with clients and other professionals to develop comprehensive financial plans?

Fee-only financial planners work closely with clients to understand their unique financial goals, gathering detailed information about income, expenses, investments, and risk tolerance. They often collaborate with other professionals, such as tax advisors, estate attorneys, and insurance agents, to ensure all aspects of a client’s financial life are addressed. Regular meetings and clear communication are essential, as planners must update plans in response to life changes or market conditions. Building trust and maintaining transparency about fees and recommendations are key to long-term client relationships.

What are the key skills and qualifications needed to thrive as a fee-only financial planner, and why are they important?

To thrive as a Fee Only Financial Planner, you need a deep understanding of personal finance, investment strategies, and regulatory requirements, often supported by a CFP (Certified Financial Planner) certification or similar credentials. Familiarity with financial planning software, portfolio management tools, and compliance systems is typically required. Exceptional interpersonal skills, integrity, and the ability to communicate complex financial concepts clearly set top professionals apart. These skills are crucial to building trust, delivering objective advice, and helping clients achieve their financial goals without conflicts of interest.

What is the difference between Fee Only Financial Planning vs Certified Financial Planner (CFP)?

AspectFee Only Financial PlanningCertified Financial Planner (CFP)
CredentialsTypically no specific certification requiredMust hold CFP certification
Work EnvironmentIndependent advisors, online platforms, or firmsFinancial planning firms, advisory practices
Industry UsageUsed broadly for fee-based planning servicesProfessional designation for credentialed planners
Search/Comparison IntentUnderstanding fee structures and servicesVerifying professional credentials and expertise

Fee Only Financial Planning refers to a payment model where advisors charge clients directly for their services without commissions. Certified Financial Planner (CFP) is a professional designation indicating a high level of expertise and adherence to ethical standards. While many Fee Only Financial Planners are CFPs, not all are, and the designation emphasizes credentials, whereas fee-only describes the payment structure.

What are popular job titles related to Fee Only Financial Planning jobs in Raleigh, NC?

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

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

The top searched job categories for Fee Only Financial Planning jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Fee Only Financial Planning jobs?

Cities near Raleigh, NC with the most Fee Only Financial Planning job openings:

Fee Only Financial Planning jobs near you
Infographic showing various Fee Only Financial Planning 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 $58,925 per year, or $28.3 per hour.

Financial Analyst, FP&A

Ipas

Chapel Hill, NC • Remote

Full-time

Posted 16 days ago

Job description

Position may work remotely from any of the following countries outside of the US: Bangladesh, Bolivia, Democratic Republic of the Congo, Cote d'Ivoire, Ethiopia, Indonesia, Kenya/Alliance locations, Malawi, Mexico, Mozambique, Nepal, Nigeria, Pakistan, South Africa, and Zambia.
The Financial Analyst provides integral financial analysis to organization-wide budgeting processes and financial review inform decision-making. This role will support the annual organizational budgeting processes and prepare value-add financial analysis on revenue forecasts and budget variances. This role will support the organization's financial document review processes and program finance efforts in support of donor budgeting and financial reporting, adherence to Ipas and donor best practices, donor compliance, and cost recovery. Additionally, this position will develop and maintain responsive financial capacity-strengthening guidance, templates, tools, and training materials. The Analyst will support efforts to ensure various end-users have the tools they need to review and understand the financial condition of awards and will provide insights to help end-users make better business decisions. This role contributes to financial compliance with operational and contractual requirements and reports to the Senior Financial Analyst.

Primary Responsibilities

  • Support organization-wide donor budgeting and financial reporting through review of donor financial documents for accuracy, completeness, fee structure, adherence to Ipas and donor best practices, donor compliance, and cost recovery.
  • Support global teams with donor budgeting and financial reporting for awards, as requested.
  • Create and maintain award budgeting and reporting templates to meet donors' and Ipas's evolving needs.
  • Support improved organization-wide award administration through identification of needs and the development of responsive financial capacity-strengthening guidance, templates, tools, and training materials.
  • Be a key contributor to the annual operating budget process for Ipas by communicating global guidance, consolidating budgets, providing analysis, and identifying trends. .
  • Review existing or new financial related business processes for opportunities to improve/increase efficiency.
  • Proactively monitor financials, preparing regular analyses of financial trends to improve overall financial management and cost effectiveness. Promptly identify, provide preliminary analysis of, and escalate financial compliance and ERP issues for resolution.
  • Support the upload and maintenance of donor-approved budgets for projects and awards in Workday.
  • Other tasks as assigned.

Minimum requirements

  • Bachelor's degree (B.A. or B.S.) with basic knowledge of a specialized field such as accounting, finance, business administration, etc.

  • Two years of professional work experience in a financial capacity.

  • Ability to understand programmatic implications of financial management and to clearly communicate financial knowledge to a range of audiences, including non-Finance staff

  • Proven analytical/problem-solving skills with capability to determine solutions to unusual and complex problems

  • Proven skills in advanced Excel functions - including the efficient use of pivot tables and advanced charting functions to analyse and visualize financial data

Preferred:

  • Bachelor degree in Finance or related field
  • Proven cross-cultural communication skills
  • Understanding of data exploration, visual analytics concepts, experience with Power BI, and ERPs systems, especially Workday
  • Experience working in the international NGO sector
  • Working proficiency in French, Spanish, or Portuguese

Competencies

  • Analytical Thinking - The ability and desire to solve problems drives you to get to the right and/or reasonable answer.
  • Numeracy - You love numbers, are energized by finding new ways to represent and analyse date, and just can't get enough excel.
  • Detail-oriented - You sincerely care about the little things.
  • Proactive - Anticipates issues and opportunities. Takes the initiative to act.
  • Confident and Direct Communication - You feel comfortable speaking up when you have something important to share and you effectively interact with global leaders at all levels.
  • Lean - You bring awareness and commitment to doing work effectively and efficiently. You see a way to streamline or improve a process and do not hesitate to make it happen
  • "I got this" Attitude - You can juggle multiple competing deadlines without getting flustered and with a sense of humor

Ipas is strongly committed to providing a work environment that is free from all forms of harassment, discrimination, and inequity. We recruit, employ, train, promote, and compensate our personnel without regard to race, age, sex, religion, national origin, color, creed, ancestry, citizenship, caste, ethnicity, regional identity, tribal identity, marital status, veteran status, disability, genetic information, gender identity, transgender status, sexual orientation, or any other personal characteristic protected by law or outlined by Ipas policy. Ipas acknowledges that these personal characteristics may differ in different contexts.

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