ZipRecruiter

Log In

1

Financial Planning Associate Jobs in Raleigh, NC

Vulcan Elements

FP&A Associate

Benson, NC

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

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 ...

Ergomed

Associate Director - FP&A

Raleigh, NC

The Associate Director - FP&A, will primarily support the Prime Vigilance division of the Ergomed Group and will focus on strengthening financial planning, forecasting, and business partnering ...

Ergomed

Associate Director - FP&A

Raleigh, NC · On-site

The Associate Director - FP&A, will primarily support the Prime Vigilance division of the Ergomed Group and will focus on strengthening financial planning, forecasting, and business partnering ...

IQVIA

Associate Director, FP&A

Durham, NC

$80K - $223K/yr

Seven (7)+ years of work experience in financial planning and analysis, including exposure to the monthly closing, budgeting & forecasting requirements of a publicly traded company * Strong ...

IQVIA

Associate Director, FP&A

Durham, NC

$80K - $223K/yr

Seven (7)+ years of work experience in financial planning and analysis, including exposure to the monthly closing, budgeting & forecasting requirements of a publicly traded company * Strong ...

IQVIA, Inc.

Associate Director, FP&A

Durham, NC · On-site

$80K - $223K/yr

Seven (7)+ years of work experience in financial planning and analysis, including exposure to the monthly closing, budgeting & forecasting requirements of a publicly traded company * Strong ...

next page

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 Jun 30, 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 does an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

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 is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

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.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
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 June 2026, with employment types broken down into 84% Full Time, 14% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $64,626 per year, or $31.1 per hour.

Financial Planning Associate

Davis Family Financial LLC

Raleigh, NC • On-site

$50K - $70K/yr

Part-time

Retirement

Posted 26 days ago

Job description

We are seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans and client service. This role is ideal for someone looking to build a long-term career in financial services.

Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

Apply