ZipRecruiter

Log In

1

Financial Planning Assistant Jobs in Raleigh, NC

Raleigh Orthopaedic

Director of Finance

Raleigh, NC · On-site

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 ...

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 ...

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 ...

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 ...

Hitachi

Corporate Assistant Controller

Raleigh, NC · On-site

No Openings available for Corporate Assistant Controller at Hitachi Energy USA Inc. in Raleigh ... Manage Financial Planning and Analysis (FP&A) analytical services to the business based on customer ...

Hazen and Sawyer

Assistant Controller

Raleigh, NC · On-site

Hybrid (3 days in office) We are seeking a detail-oriented and strategic Assistant Controller to ... Partner with FP&A on budget development, forecasting, and financial modeling * Support the Director ...

NC SECU

Financial Advisor

Raleigh, NC · On-site

Willing to assist in other areas of the operation as needed. * Actively work with mentor and ... Certified Financial Planner or similar designation * Experience in the credit union or financial ...

Syneoshealth

Sr. Financial Analyst

Morrisville, NC · On-site

$80K - $99K/yr

This includes support of financial planning, budgeting, forecasting and variance analysis. * Partner with accounting, finance and procurement teams on billing initiatives. * Distribute and assist ...

Syneos Health

Sr. Financial Analyst

Morrisville, NC · On-site

$80K - $99K/yr

This includes support of financial planning, budgeting, forecasting and variance analysis. * Partner with accounting, finance and procurement teams on billing initiatives. * Distribute and assist ...

SuCitta Stealth

Senior Financial Analyst

Cary, NC · On-site

$80K - $99K/yr

Execute special projects and ad hoc analyses as requested. * Assist Finance team with ad-hoc ... Minimum of four years of relevant work experience in Accounting, FP&A, or other relevant fields is ...

SuCitta Stealth

Senior Financial Analyst

Cary, NC · On-site

$87K - $108K/yr

Execute special projects and ad hoc analyses as requested. * Assist Finance team with ad-hoc ... Minimum of four years of relevant work experience in Accounting, FP&A, or other relevant fields is ...

previous page

Showing results 41-60

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 12, 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 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.

Director of Finance

Raleigh, NC • On-site

Raleigh Orthopaedic
Outpatient Health Care • 201 - 500 employees
Learn more about Raleigh Orthopaedicexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Director of Finance Full-Time Position Raleigh Location

Raleigh Orthopaedic is seeking an experienced Director of Finance to provide financial leadership and oversee the organizations financial operations. This role is responsible for financial planning and analysis, budgeting, forecasting, financial reporting, compliance, and profitability initiatives. The Director of Finance works closely with executive leadership and department leaders to support strategic decision-making and the organizations long-term financial stability and growth.

Qualifications:

  • 35 years of accounting experience
  • Bachelors degree in Finance and/or Accounting required; graduate degree preferred
  • Accounting/Financial licenses or certifications required
  • Proficiency with financial planning and analysis software and advanced spreadsheet skills
  • Strong analytical, problem-solving, organizational, and time-management skills
  • Strong understanding of financial reporting, budgeting, fiscal policy, and investment regulations
  • Excellent written and verbal communication skills
  • Ability to build strong working relationships across departments and levels of seniority
  • Organized self-starter with strong attention to detail, follow-through, and ability to multitask

Responsibilities:

  • Adhere to GAAP and SEC rules and regulations
  • Lead financial planning and analysis (FP&A), including forecasting, budgeting, and cash flow management
  • Manage direct reports and lead a growing finance team
  • Prepare and present monthly, quarterly, and annual financial reports and forecasts
  • Oversee accounting functions, including payroll, taxes, compliance, and year-end close
  • Develop strategies to increase profitability, return on investment, and financial stability
  • Collaborate with executives and directors to develop budgets and track key performance indicators
  • Analyze financial trends and risks related to investment and spending decisions
  • Prepare financial information for the CPA, including year-end financials and Form 5500 reporting
  • Assist the CEO with special projects and communicate the organizations financial stability, liquidity, and growth
  • Prepare annual AAOE and OrthoForum benchmarking surveys

Benefits:

  • Full medical, dental, and vision coverage with FSA and HSA options
  • Retirement plan with employer contributions
  • Company paid life insurance
  • Paid Time Off program

#INDADMIN

Apply