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Financial Planning Assistant Jobs in Raleigh, NC

Duke University

Director, Strategic Planning

Durham, NC · On-site

Duke Health is seeking a Director, Strategic Planning to serve as a key member of the Strategic Planning leadership team. This role is responsible for advancing Duke Health's strategic priorities ...

New

Duke Health

Director, Strategic Planning

Durham, NC

Remain current on CON and other regulatory issues that affect the organization and assist in ... Identify opportunities to improve the financial and operational performance of Duke Health by ...

New

Implus

Demand Planning Analyst

Durham, NC · On-site +1

... financial planning and operational planning teams. These plans will guide both internal and ... Support Long-Range Budget Planning Processes * Assist Product Segmentation to Strengthen Focus ...

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 ...

Implus

Demand Planning Analyst

Durham, NC · On-site

... financial planning and operational planning teams. These plans will guide both internal and ... Support Long-Range Budget Planning Processes * Assist Product Segmentation to Strengthen Focus ...

Deloitte

Oracle Finance Senior Consultant

Raleigh, NC · On-site

$113K/yr

Today's CFOs and financial leaders face increasing demands to enhance business performance, drive ... planning. * Assist with current-state and future-state process design, including scenario ...

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 ...

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 ...

Capital Bank

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

$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 ...

Capital Bank

Senior Financial Analyst

Cary, NC

$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 ...

Simplicity Group Holdings

Be Seen First

Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

Senior Sales Assistant Reports to: Director, Business Development Location: In-office, Durham, NC ... providing exceptional financial planning and investment management services to individuals ...

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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 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.

Director, Strategic Planning

Duke University

Durham, NC • On-site

Full-time

Posted 3 days ago

New

Duke University rating

6.7

Company rating: 6.7 out of 10

Based on 55 frontline employees who took The Breakroom Quiz

485th of 616 rated colleges and universities

Job description

At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.

Duke Health is seeking a Director, Strategic Planning to serve as a key member of the Strategic Planning leadership team. This role is responsible for advancing Duke Health's strategic priorities through strategic planning, project management, performance tracking, process improvement, and leadership of enterprise-wide initiatives that support the Clinical Enterprise Strategic Plan.

Key Responsibilities
  • Lead development, implementation, and ongoing management of the Clinical Enterprise Strategic Plan.
  • Oversee enterprise performance tracking, reporting, risk identification, and strategic initiative execution.
  • Develop and communicate strategic insights, industry trends, and market intelligence to senior leadership.
  • Coordinate departmental project management, governance structures, prioritization frameworks, and executive reporting.
  • Drive process improvement initiatives and identify opportunities to enhance departmental effectiveness and organizational performance.
  • Support strategic assessments, business planning efforts, and special initiatives for senior leadership.
  • Supervise professional staff and oversee the department's annual internship program, including recruitment, project assignments, and mentorship.
Required Qualifications

Education

  • Master's Degree in Business Administration, Health Care Administration, or a related field.

Experience

  • Work requires seven years of progressive responsibility in such areas as hospital administration, provider strategic planning, business and operations planning, with proven success in facilitation of strategic processes, business plan development and execution, and strategic analyses. (or an equivalent combination of relevant education and/or experience)
  • Supervisory and/or leadership experience preferred.
Knowledge, Skills, and Abilities
  • Work 

  • Extensive knowledge of health care planning databases. 

  • Knowledge of Access, Excel, Word, and PowerPoint software.

  • Knowledge of and experience in project management is preferred.

  • Must be able to achieve results in a large, complex organization.

  • Highly developed verbal, written, and analytical skills are necessary.

  • Strong interpersonal communication skills, with the ability to facilitate meetings, and foster trust.

  • Ability to present complex information to all levels of the organization.

  • Must be able to manage multiple projects and processes simultaneously. Self-motivation and the ability to perform with minimal supervision.

  • Must be able to travel within the market area as needed.


Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.


Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas-an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.


Essential Physical Job Functions:

Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.


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About Duke University

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Duke is regarded as one of America's leading research universities. Located in Durham, North Carolina, Duke is positioned in the heart of the Research Triangle, which is ranked annually as one of the best places in the country to work and live. Duke has more than 15,000 students who study and conduct research in its 10 undergraduate, graduate, and professional schools. With about 40,000 employees, Duke is the third largest private employer in North Carolina, and it now has international programs in more than 150 countries.

Industry

Colleges, universities, and professional schools and hospitals

Company size

10,000+ Employees

Headquarters location

Durham, NC, US

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