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Financial Planning Assistant Jobs in Raleigh, NC

Captrust

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

Responsibilities * Assist with the preparation, development, and delivery of client financial plans * Assist with training our wealth team on eMoney and our financial planning approach * Data entry ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

Responsibilities * Assist with the preparation, development, and delivery of client financial plans * Assist with training our wealth team on eMoney and our financial planning approach * Data entry ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

... financial plans * Assist with training our wealth team on eMoney and our financial planning ... approach * Data entry as well as advanced planning in eMoney will be critical * Support the ...

Teleflex

Director of Corporate FP&A

Morrisville, NC · On-site

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

Director of Corporate FP&A

Morrisville, NC · On-site

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.

Vaco LLC

Senior Financial Analyst

Raleigh, NC · On-site

$83K - $103K/yr

... Assist business leaders in understanding financial performance and decision-making impacts Support strategic planning and operational improvement initiatives Process Improvement Evaluate existing ...

Exclusive Jets

Senior Financial Analyst

Raleigh, NC · On-site

$83K - $103K/yr

Build, don't just consume: use AI coding assistants and LLM tools to prototype scripts, models, and ... Knowledge of corporate financial planning, reporting & analysis, and costing/profitability ...

Aledade PBC

Senior Financial Analyst, Remote

Durham, NC · On-site +1

$82K - $102K/yr

... * Assist in identifying and implementing additional ways to utilize NSPB (financial planning and budgeting tool), as well as using AI to create more efficiency. * Partner in the annual budget ...

Raleigh Orthopaedic

Director of Finance

Raleigh, NC

This role is responsible for financial planning and analysis, budgeting, forecasting, financial ... * Assist the CEO with special projects and communicate the organizations financial stability ...

Strategic People Advisors

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes ... Access to shared corporate office space and administrative assistant support. * Direct pathways for ...

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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 Sep 9, 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 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 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 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 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.

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 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.

Senior FP&A Analyst - Raleigh NC

Raleigh, NC • On-site

Veteran Jobs - 2023 Mar 01 - Veterans Resources
Technology, Communication and Media • 11 - 50 employees
Learn more about Veteran Jobs - 2023 Mar 01 - Veterans Resourcesexternal

$83K - $103K/yr

Full-time

Posted 7 days ago

Job description

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is On-Site at the location detailed in the job post.
INTRODUCTION and WHAT YOU WILL DO (Job Responsibilities)
The Senior FP&A Analyst will be a key member of Vontier's corporate FP&A team. Will participate in the monthly, quarterly, and yearly financial cycles, providing analytics in aspects of the P&L and the budget. Will work closely with the corporate department leaders on drafting and implementing their budgets, drive cost and efficiency actions. In addition will assist in ad hoc reports and analytics for Vontier's Executive Board as well as various improvement projects.
The successful candidate will interact daily with the senior leadership of Vontier, on one hand gaining unique business insights and on the other, providing analytics and data-based advice and opinions.
This role is key in helping Vontier's management to take educated and well thought decisions on what really matters and achieve its targets.
WHAT YOU WILL DO
Work closely with the FP&A team on the development, preparation, and maintenance of finance models.
Cost Analysis and reporting of operating costs and operating efficiencies.
Assist in efficiency plans.
Participate all the major financial processes such as budgeting, forecasting, monthly reviews.
Assist in setting and tracking key performance indicators (KPIs) and objectives.
Collaborate with the accounting and other finance departments during closing and process improvement actions.
Support Vontier's management and Departmental leaders with data-driven analysis.

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