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Financial Planning Associate Jobs in Raleigh, NC

Vulcan Elements

FP&A Associate

Benson, NC · On-site

The FP&A Associate is a broadly scoped role with significant responsibilities across FP&A, Corporate Finance, and Strategic Finance, reporting to the FP&A Manager. You will support: * The Company ...

Vulcan Elements

FP&A Associate

Durham, NC · On-site

The FP&A Associate is a broadly scoped role with significant responsibilities across FP&A, Corporate Finance, and Strategic Finance, reporting to the FP&A Manager. You will support: * The Company ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This includes support of our centralized financial planning model, onboarding new offices onto our ... associate This position will remain open until filled.

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This includes support of our centralized financial planning model, onboarding new offices onto our ... associate This position will remain open until filled.

Clorox

Sales Planning Business Manager

Durham, NC · Hybrid

  • Medical

  • Retirement

  • PTO

You will work with Sales Planning Director, Sales Planning Associate Director, and cross functional ... Financial Acumen: Accountable for forecasting Distribution; Velocity; Trade & Shopper Marketing ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Conduct comprehensive financial planning for clients, including retirement planning, estate ... This job may be supervising Associate Advisor. QUALIFICATIONS: * Bachelor's Degree (BA) from four ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Conduct comprehensive financial planning for clients, including retirement planning, estate ... This job may be supervising Associate Advisor. QUALIFICATIONS: * Bachelor's Degree (BA) from four ...

SEIA, LLC / Bates Wealth Advisors, LLC

Be Seen First

Financial Advisor

Chapel Hill, NC · On-site

$92K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Conduct comprehensive financial planning for clients, including retirement planning, estate ... This job may be supervising Associate Advisor. QUALIFICATIONS: * Bachelor's Degree (BA) from four ...

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Showing results 1-20

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

Financial Planning Associate information

See Raleigh, NC salary details

$13

$31

$65

How much do financial planning associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for financial planning associate in Raleigh, NC is $31.07, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $33.41 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial planning associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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 Associate jobs in Raleigh, NC?

For Financial Planning Associate jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Raleigh, NC look for?

The top searched job categories for Financial Planning Associate jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Financial Planning Associate jobs?

Cities near Raleigh, NC with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate 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 $64,626 per year, or $31.1 per hour.

FP&A Associate

Vulcan Elements

Benson, NC • On-site

Full-time

Re-posted 25 days ago

Job description

Vulcan Elements is manufacturing American rare-earth permanent magnets for a secure, resilient future. With a focus on national security and economic resiliency, we serve critical industries such as defense, aerospace, and automotive powering a high-technology future. Vulcan Elements is building a team of ambitious professionals committed to Mission Focus, Technical Excellence and Transparency.

The FP&A Associate is a broadly scoped role with significant responsibilities across FP&A, Corporate Finance, and Strategic Finance, reporting to the FP&A Manager. You will support:

  • The Company's financial planning, budgeting, forecasting, and reporting processes
  • Any M&A execution and financing activities
  • As-needed analysis of key financial and strategic topics.

This role partners closely with cross-functional teams to deliver accurate financial insights, execute on critical projects, and inform strategic decision-making.

Responsibilities

Financial Planning & Analysis

  • Develop and maintain monthly, quarterly, and annual financial forecasts
  • Prepare variance analysis against budget, forecast, and prior periods
  • Support preparation of monthly management reports, dashboards, and KPI tracking
  • Build and enhance financial models to support strategic initiatives and scenario planning
  • Partner with business leaders to analyze financial drivers and provide actionable insights
  • Coordinate with functional departments across the organization to ensure alignment, accuracy, and accountability
  • Assist in annual budgeting and long-term planning processes
  • Own EBITDA adjustments and assist preparation of lender compliance documents

Corporate Finance

  • Drive forward execution on any contemplated M&A or financing transactions, including diligence, valuation, negotiations, etc.
  • Assist investor relations function with analysis responsive to key questions of investors and other stakeholders
  • Analyze optimal capital allocation for rapid scale-up and long-term value creation

Strategic Finance

  • Prepare financial analysis to guide key strategic and operational decisions, including pricing, target end markets / geographies, product portfolio, capital expenditures, etc.

Cross-Functional Collaboration

  • Work with Operations, HR, Supply Chain, and other teams to gather data and support analysis
  • Provide financial guidance and ad-hoc reporting to help teams achieve strategic priorities
  • Communicate financial insights clearly to both financial and non-financial stakeholders Process Improvement
  • Identify opportunities to streamline all aspects of the Finance function
  • Support implementation or optimization of financial systems and tools
  • Help develop standardized templates for reporting and forecasting

Responsibilities and tasks outlined are not exhaustive and may change as determined by the needs of the business

Qualifications

  • Bachelor's degree in Finance, Economics, or related field
  • 1-2 years of experience in Investment Banking, Private Equity, FP&A, or a related financial role
  • Strong understanding of GAAP and core accounting principles
  • Strong grasp on core corporate finance concepts such as ROIC, WACC, LTV / CAC
  • Advanced Excel skills; experience with financial modeling required
  • Excellent analytical, organizational, and communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Experience with ERP systems, BI tools (e.g., Power BI, Tableau), and / or data tools (Python, PowerQuery, SQL, etc.) a plus

Must be a U.S. Person due to required access to U.S. export-controlled information or facilities.

Desired Skills

  • Collaborative mindset and eagerness to learn
  • Investor / owner mentality and pride in work product
  • Detail-oriented with strong problem-solving abilities
  • Desire to support values by demonstrating mission focus, technical excellence and innovation