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Financial Planning Associate Jobs in Raleigh, NC

Infinite Wise Solutions

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Remote Financial Retirement Planning Professional

Raleigh, NC · Remote

$1.0K - $250K/yr

Our associates receive the mentorship, training, technology, and professional support needed to ... Why you are interested in retirement planning or financial services * Your previous experience ...

New

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

... and financial planning solutions. Serving as the primary relationship manager for affluent ... Engages other associates within the department to provide ongoing advice, products and services as ...

First Citizens Bank

Fiduciary Officer

Raleigh, NC · Hybrid

... Estate Planning, or Financial Planning Preferred Skills: National Trust School or other ... program to meet the needs of our associates. More information can be found at #LI-JW2 ...

First Citizens Bank

Fiduciary Officer

Raleigh, NC · Hybrid

... Estate Planning, or Financial Planning Preferred Skills: National Trust School or other ... program to meet the needs of our associates. More information can be found at #LI-JW2 ...

AMG Financial Services

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Financial Services Representative

Raleigh, NC · Remote

$45K - $100K/yr

... Estate Planning, and Supplemental Health products. We're looking for ambitious, coachable ... Flexible schedule * Unlimited earning potential Many of our associates begin part-time while ...

IQVIA

Associate Director, Partnership Finance

Durham, NC

$80K - $223K/yr

Job Overview Directs financial planning and accounting practices including: budgeting, costing, financial analysis, and long-range forecasting for a mid-sized market or regional function(s). Partners ...

IQVIA

Associate Director, Partnership Finance

Durham, NC

$80K - $223K/yr

Job Overview Directs financial planning and accounting practices including: budgeting, costing, financial analysis, and long-range forecasting for a mid-sized market or regional function(s). Partners ...

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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.

Client Service Associate

Kestra Financial Independent Advisor

Raleigh, NC • On-site

$14 - $19.50/hr

Full-time

Re-posted 24 days ago

Job description

Who We are:

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Who We Want:

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients calling in and must have a cheerful desire to go above and beyond to meet their needs.

Client Service Associate Summary

The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation
  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available
  • Ensure adherence to appropriate client service models
  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives
  • Other responsibilities as assigned by the Senior Client Service Associate Supervisory
  • Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others without direct control

    • Education and/or Experience

    • Bachelor’s degree in a business-related field preferred
    • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

    Certificates, Licenses, Registration

    • Series 7 and 65/66 preferred (or ability to obtain)