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Financial Planning Assistant Jobs in Raleigh, NC

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FP&A Manager - AI Trainer

Raleigh, NC · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Durham, NC · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

FP&A Manager - AI Trainer

Cary, NC · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

Financial Planner - AI Trainer

Raleigh, NC · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

Financial Planner - AI Trainer

Durham, NC · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

DataAnnotation

Financial Planner - AI Trainer

Cary, NC · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

NC SECU

Financial Advisor

Knightdale, NC · On-site

... estate planning and retirement planning, through branch, telephone, and/or digital delivery ... Coordinates and engages other specialists as needed to assist with complex scenarios and ensure ...

NC SECU

Financial Advisor

Rolesville, NC · On-site

... estate planning and retirement planning, through branch, telephone, and/or digital delivery ... Coordinates and engages other specialists as needed to assist with complex scenarios and ensure ...

Wisepath Group

Financial Advisor

Raleigh, 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 ...

Wisepath Group

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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Showing results 21-40

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 Aug 8, 2026, the average yearly pay for financial planning assistant 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 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 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.
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, 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 $58,925 per year, or $28.3 per hour.

Manager of Financial Planning & Analysis

Catholic Diocese of Raleigh

Raleigh, NC

$90K - $118K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Job description

Position Summary:

The Catholic Diocese of Raleigh has an immediate need for a Manager of Financial Planning & Analysis. Operating as a critical bridge between financial data and diocesan strategy, this hands-on role is responsible for budgeting, forecasting, and reporting. Reporting directly to the Chief Financial Officer, the Manager provides high-level financial counsel to executive leadership while providing day-to-day direction and oversight for assigned staff.

The ideal candidate is a proactive finance leader who balances meticulous, hands-on mastery of driver-based forecasting and data modeling with the communication style needed to brief executive leadership boards and diocesan committees.

Key Responsibilities:

  • Partner closely with the CFO and executive leadership to translate complex financial data into strategic insights; prepare high-quality presentations, dashboards, and reports for Executive Staff, the Diocesan Finance Council and investment committee.
  • Provide leadership, workflow management, performance evaluations, and professional development for assigned finance staff, fostering growth and ensuring high accuracy and consistency across all departmental deliverables.
  • Design, build, maintain, and scale sophisticated financial models to support long-term forecasting, cash flow analysis, capital allocation, and investment tracking.
  • Drive the execution of the annual operating and capital budgeting processes across all diocesan departments, establishing standardized processes, templates, and compliance timelines.
  • Support treasury and investment activities, including cash positioning, liquidity forecasting, banking relationships, investment reporting, and coordination with external advisors and diocesan investment committees.
  • Assist with accounting close activities, including reviewing accruals, supporting month-end and year-end close processes, and collaborating with accounting staff to ensure timely and accurate financial reporting.
  • Act as a trusted financial advisor to Diocesan budget holders.

Minimum Requirements:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 5+ years of progressive experience in financial analysis, corporate finance, or public accounting.
  • Experience with treasury operations, cash management, investment reporting, or related banking and investment oversight activities.
  • Minimum 1–2 years of experience directly supervising, managing, or acting as a formal team lead for finance/accounting personnel.
  • Advanced, hands-on expert proficiency in Microsoft Excel, financial engineering and accounting systems.
  • Demonstrated ability to present financial findings clearly and confidently to non-financial executive stakeholders and ministry leaders.
  • Employment is contingent upon passing a criminal background and reference check; must complete Diocese-sponsored Safe Environment Training upon hire.   

Preferred Qualifications:

  • Master of Business Administration (MBA), Certified Public Accountant (CPA), or progress toward a professional finance designation (FPAC/CFA). 
  • Experience utilizing AI and BI tools to build executive dashboards. 
  • Experience implementing, administering, or optimizing dedicated budgeting and forecasting software modules.
  • Prior professional experience within a non-profit, faith-based, or multi-entity fund accounting environment.

Benefits: In addition to a competitive salary, the diocese provides a comprehensive benefits package, including medical, dental, vision, life and long-term disability insurance, PTO, and a generous 403(b) plan. About - https://dioceseofraleigh.org/about/diocese

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