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Financial Planning Assistant Jobs in Raleigh, NC

Vulcan Elements

FP&A Associate

Benson, NC

The FP&A Associate is a broadly scoped role with significant responsibilities across FP&A, ... Own EBITDA adjustments and assist preparation of lender compliance documents Corporate Finance

Vulcan Elements

FP&A Associate

Durham, NC · On-site

The FP&A Associate is a broadly scoped role with significant responsibilities across FP&A, ... Own EBITDA adjustments and assist preparation of lender compliance documents Corporate Finance

Teleflex

Director, FP&A

Morrisville, NC

Position Summary The Director, Financial Planning & Analysis, is a hands-on position that will ... Assist Finance and Operations with understanding and managing the performance of the business.

Teleflex

Manager, FP&A

Morrisville, NC

Position Summary The Manager, Financial Planning & Analysis, is a hands-on role that oversees ... Assist Finance and Operations with understanding and managing the performance of the business.

Teleflex

Manager, FP&A

Morrisville, NC · On-site

Position Summary The Manager, Financial Planning & Analysis, is a hands-on role that oversees ... Assist Finance and Operations with understanding and managing the performance of the business.

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Raleigh, NC

Financial Planning Assistant information

See Raleigh, NC salary details

$34.5K

$58.9K

$101.6K

How much do financial planning assistant jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial planning assistant in Raleigh, NC is $58,921.00, 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 are some of the main ways a Financial Planning Assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What Does a Financial Planning Assistant Do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

What is an assistant financial planner?

An assistant financial planner supports certified financial planners by gathering client information, preparing financial plans, and performing administrative tasks. They often have a background in finance or related certifications and work in financial advisory firms or banks to help develop and implement financial strategies.

Is it hard to become a FA?

Becoming a Financial Planning Assistant typically requires a high school diploma or equivalent, with many roles preferring some college coursework or a degree in finance, accounting, or related fields. Gaining relevant skills such as proficiency with financial software and understanding financial products can improve job prospects, but the role generally involves on-the-job training and certifications like the Series 7 or 66 may be required for advancement.

What are the key skills and qualifications needed to thrive as a Financial Planning Assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What does a financial planning assistant do?

A financial planning assistant supports financial advisors by preparing client documents, gathering financial data, and scheduling meetings. They often use financial planning software and require strong organizational skills to help develop and implement financial plans for clients.

How much do finance assistants get paid?

Finance assistants typically earn an average salary ranging from $40,000 to $55,000 per year, depending on experience, location, and the size of the organization. Entry-level roles may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often include benefits such as health insurance and paid time off.
More about Financial Planning Assistant jobs
What are the most commonly searched types of Financial Planning jobs in Raleigh, NC? The most popular types of Financial Planning jobs in Raleigh, NC are:
What are popular job titles related to Financial Planning Assistant jobs in Raleigh, NC? For Financial Planning Assistant jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in Raleigh, NC look for? The top searched job categories for Financial Planning Assistant jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Financial Planning Assistant jobs? Cities near Raleigh, NC with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $58,921 per year, or $28.3 per hour.
Assistant Director of Financial Planning- Remote

Assistant Director of Financial Planning- Remote

MyComputerCareer Inc

Apex, NC • On-site

$65K - $70K/yr

Full-time

Posted 25 days ago

Job description

About MyComputerCareer (MyCC):

At MyComputerCareer, we’re transforming lives through tech education! Our mission-driven team is dedicated to helping students achieve life-changing careers in IT. With a family-like culture rooted in Love, Customer First, Excellence, and Ethics, we’re focused on making a lasting impact. Join us and be part of a dynamic, fast-paced environment where your contributions truly matter.

Compensation: $65-70K

Location: Remote

Hours: Tentative schedule is 9am-6pm EST 2 days a week, 11:30am -8:30pm EST 2 days a week, 11am-7pm EST Fridays (and Saturdays, 1-2 times a month 10am- 4pm EST).

Candidates can reside in one of the following states: AL, AR, AZ, FL, GA, ID, IN, KY, LA, MI, MO, MS, NC, NV, OH, OK, SC, PA, TN, TX, UT, VA, and WI



PURPOSE OF POSITION:

The Assistant Director of Financial Planning is expected to monitor the performance of the Financial Planners and Financial Counselors including meeting with prospective students and walking them through the enrollment process. They are also expected to lead the Financial Planners and Financial Counselors in hitting their goals.

The Assistant Director of Financial Planning is expected to mentor specific Financial Planners and Financial Counselors and provide additional motivation and coaching depending on their needs. The Assistant Director of Financial Counseling is expected to lead their assigned team to achieve higher results.


ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:

  • Mentor Financial Counselors and Financial Planners and provide coaching on best practices

  • Continually train and develop Financial Planners and Financial Counselors

  • Consistently maintain top performance

  • Perform daily QA assessments of Financial Planners and Financial Counselors and provide feedback and mentoring

  • Ensure that Financial Planners and Financial Counselors are meeting compliance standards

  • Manage the queueing system to ensure students are assisted in the proper time frame

  • Ensure Financial Planners and Financial Counselors meet or exceed metrics assigned by Sr Director of Financial Planning

  • Fill in and perform any or all Financial Planner and Financial Counselor job functions as needed

  • Misc. duties as assigned by the Sr Director of Financial Planning


KEY COMPETENCIES:


  • Demonstrating ethics and integrity

  • Communicating effectively (oral and written)

  • Leading and developing a team

  • Solving problems and making decisions

EDUCATION & EXPERIENCE REQUIREMENTS:

  • Bachelor’s degree or a combination of education and experience.

  • Some Salesforce CRM experience preferred

  • 9 months demonstrated results in Financial Counselor role or 2 years combined financial aid experience preferred

  • 2 years team management experience preferred

PHYSICAL AND COGNITIVE DEMANDS:

The physical demands described here are representative of those that must be met by an employee to

successfully perform the essential functions of the job. Reasonable accommodations may be made to

enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is regularly required to:


  • Listen to employees and communicate verbal and written feedback. Must be able to exchange accurate information in these situations.

  • Observe the financial counselor team and detect concerns or areas for improvement.

  • Frequently move about the office.

  • Maintain a high level of consistent cognitive function to effectively coach a team of financial aid counselors and assist students.

  • Stoop, kneel or crouch when maneuvering the office environment.

  • Lift up 25lbs at times.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions and perform any other duties, as assigned by their manager