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Financial Associate Jobs in Raleigh, NC (NOW HIRING)

Transplant Financial Coord

Chapel Hill, NC ยท On-site

$20.74 - $29.52/hr

The Transplant Financial Coordinator (TFC) is responsible for patient financial counseling and ... Associate's degree: Eight (8) years of experience in health care operations, including two (2) ...

Wealth Planning Senior Associate

Raleigh, NC ยท On-site

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This includes support of our centralized financial planning model, onboarding new offices onto our ... associate This position will remain open until filled.

Wealth Planning Senior Associate

Raleigh, NC

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This includes support of our centralized financial planning model, onboarding new offices onto our ... associate This position will remain open until filled.

F&I Manager

Durham, NC ยท On-site

$200K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

S. If you are an experienced Automotive Finance Associate with a track record of success, or an accomplished Finance professional looking for career advancement, it's time to shift your career into ...

Financial Analyst

Raleigh, NC ยท On-site

  • Medical

  • Retirement

  • PTO

A Snapshot of Your Day As a Financial Analyst, you will provide comprehensive financial planning, reporting, and controlling support for the business unit, ensuring accurate financial reporting and ...

F&I Manager

Durham, NC ยท On-site

$200K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

S. If you are an experienced Automotive Finance Associate with a track record of success, or an accomplished Finance professional looking for career advancement, it's time to shift your career into ...

Financial Management Analyst III

Durham, NC ยท Hybrid

  • Medical

  • Dental

  • Retirement

Participate in special projects as assigned by the Associate Dean of Finance such as projects related to business process improvements within the University and systems implementations. * As well as ...

Financial Analyst

Morrisville, NC ยท On-site

  • Medical

  • Life

  • Retirement

  • PTO

Job Summary As a Financial Analyst for the Revenue Operations and Margin FP&A team, you will be responsible for providing financial support and analysis for the company-wide Revenue and Margin ...

Financial Analyst

Morrisville, NC ยท On-site

  • Medical

  • Life

  • Retirement

  • PTO

Job Summary As a Financial Analyst for the Revenue Operations and Margin FP&A team, you will be responsible for providing financial support and analysis for the company-wide Revenue and Margin ...

Financial Aid Counselor

Buies Creek, NC ยท On-site

$31K - $41K/yr

This position entails multiple areas of responsibility, decision-making, and reports to either the Assistant or Associate Director of Financial Aid. This role is instrumental in establishing a ...

FINANCIAL CARE COUNSELOR

Durham, NC ยท On-site

$18.25 - $24/hr

Make a referral for financial counseling. Determine the necessity of third-party sponsorship and ... Or, an associate's degree in a healthcare-related field and one year of experience working with the ...

Showing results 41-60

Financial Associate information

See Raleigh, NC salary details

$29.6K

$68.4K

$134.1K

How much do financial associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial associate in Raleigh, NC is $68,406.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $74,800.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

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

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

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

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

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

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

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

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

Infographic showing various Financial Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $68,406 per year, or $32.9 per hour.

Transplant Financial Coord

UNC HEALTH

Chapel Hill, NC โ€ข On-site

$20.74 - $29.52/hr

Full-time

Posted 12 days ago


Job description

Your passion belongs at UNC Health. Join more than 56,000 teammates working together to improve the health and well-being of the communities we serve across North Carolina.
Summary:
The Transplant Financial Coordinator (TFC) is responsible for patient financial counseling and clarification of insurance issues to help facilitate access to and provide continuity of care for transplant patients. The Transplant Financial Coordinator achieves this by working with members of the transplant team, insurers and administrative personnel at the Transplant Center.
Responsibilities:
1. Financial Management of Post-Transplant Services - Facilitates resolution of patient billing and insurance issues. Provides financial counseling for patient when needed.
2. Participation on Interdisciplinary Transplant Team-Identifies and effectively communicates financial information to transplant team members with emphasis on patients who do not have adequate coverage. Communicates terms of transplant contracts to transplant team, social worker and pharmacy representative to ensure that patient is receiving care as defined by the contract. Contacts commercial insurance company to verify benefits and obtains prior authorization/pre-certification for the transplant admission. Contacts government insurance agencies to obtain specific guidelines verify benefits and obtain prior authorization for the transplant admission.
3. Patient Counseling and Financial Management of Pre-Transplant Services - Discusses benefits and other transplant financial issues with patient and/or family members with emphasis on the cost of transplantation. Advises patient on how to apply for Medicaid, Medicare and Social Security benefits and other financial programs as applicable. Maintains knowledge of transplant contracts to ensure that contract requirements are met. Identifies and effectively communicates any potential out-of-pocket liability to patients and/or their families. Verifies detailed patient insurance benefit information for all aspects of the transplant process, including but not limited to, outpatient prescription drugs, organ acquisition, living donor coverage, follow-up clinic visits and travel/lodging if necessary. Evaluates insurance status and determines whether COBRA insurance benefits or other financial resources will maximize reimbursement. Provides fund-raising information to patients regarding local and national fund-raising organizations
4. Policy Support - Refines, develops, implements and communicates departmental and health care system policies and procedures to employees, patients and their families. Serves as a resource for employees and management in the interpretation and application of a variety of policies and procedures. Monitors compliance with policies and procedures and makes recommendations for changes as appropriate.
5. Professional Development - Maintains membership with the National Transplant Financial Coordinators Association in order to receive updates on new transplant laws. Takes initiative to attend programs and seminars to maintain and upgrade professional skills and education and also staying abreast of new guidelines pertaining to Medicare, Medicaid and insurance plans.
6. Report Management - Utilizes codes to identify transplant patients in CMS tracking system and insure that correct insurance is on each account in SMS. Determines and assesses if patient?s medical services are transplant related or not and how benefits should be paid.
Other Information
Other information:
Education Requirements:
โ€ข Bachelor's degree in an appropriate discipline (or equivalent combination of education, training and experience).
Licensure/Certification Requirements:
โ€ข No licensure or certification required.
Professional Experience Requirements:
โ€ข If a Bachelor's degree: Four (4) years of experience in health care operations, including two (2) years of experience with private and federal insurance programs.
โ€ข If an Associate's degree: Eight (8) years of experience in health care operations, including two (2) years of experience with private and federal insurance programs.
โ€ข If a High School diploma or GED: Twelve (12) years of experience in health care operations, including two (2) years of experience with private and federal insurance programs.
Knowledge/Skills/and Abilities Requirements:
Job Details
Legal Employer: STATE
Entity: UNC Medical Center
Organization Unit: Kidney Pre Transplant Program
Work Type: Full Time
Standard Hours Per Week: 40.00
Salary Range: $20.74 - $29.52 per hour (Hiring Range)
Pay offers are determined by experience and internal equity
Work Assignment Type: Hybrid
Work Schedule: Day Job
Location of Job: US:NC:Chapel Hill
Exempt From Overtime: Exempt: No
This is a State position employed by UNC Health Care System with UNC Health benefits. If, however, you are presently an employee of another North Carolina agency and currently participate in TSERS or the ORP, you will be eligible to continue participating in those plans at UNC Health.
Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation.
UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities. All interested applicants are invited to apply for career opportunities. Please email applicant.accommodations@unchealth.unc.edu if you need a reasonable accommodation to search and/or to apply for a career opportunity.