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Financial Planning Ministry Jobs in Raleigh, NC (NOW HIRING)

Thrivent

Financial Advisor

Raleigh, NC

... ministry, hospitality, military and more. Skills acquired in these fields transition well into the ... and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and ...

Thrivent

Financial Advisor - Raleigh, NC

Raleigh, NC · On-site

... ministry, hospitality, military and more. Skills acquired in these fields transition well into the ... and dedicated planning fees for those who qualify. * Medical, dental, vision, disability and ...

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Financial Planning Ministry information

See Raleigh, NC salary details

$34.5K

$58.9K

$101.6K

How much do financial planning ministry jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial planning ministry 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 is a financial planning ministry?

A Financial Planning Ministry is an organization or department, often within a church or faith-based institution, that helps members with financial guidance and estate planning from a stewardship perspective. Their services typically include assisting individuals and families in creating wills, trusts, and charitable giving plans that align with their values and faith. The goal is to ensure wise management of resources while supporting both personal and ministry financial goals. These ministries often offer workshops, educational resources, and one-on-one consultations.

What does a financial planning ministry professional do?

A Financial Planning Ministry professional often works closely with clients to understand their unique financial goals, values, and circumstances, placing a special emphasis on stewardship and legacy planning. Collaboration with team members such as other financial planners, legal advisors, and accountants is also common to ensure that all aspects of a client’s financial situation are addressed. Regular meetings, both with clients and internally, help coordinate strategies for charitable giving, estate planning, and long-term financial stability. This team-oriented approach ensures holistic and tailored solutions that align with both practical financial needs and the ministry’s mission.

What are the key skills and qualifications needed to thrive in a financial planning ministry role?

To thrive in a Financial Planning Ministry role, you need a solid background in financial planning, estate planning, and an understanding of faith-based stewardship principles, typically supported by a degree in finance or related fields. Familiarity with financial planning software, customer relationship management (CRM) tools, and relevant certifications such as CFP or ChFC is highly valuable. Strong interpersonal skills, integrity, and the ability to communicate complex financial concepts in a compassionate and clear manner are essential soft skills. These qualifications ensure that financial guidance is both technically sound and aligned with the values and needs of individuals and families seeking faith-based financial advice.

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

AspectFinancial Planning MinistryFinancial Advisor
CredentialsTypically requires financial planning certifications (e.g., CFP), relevant educationOften holds similar certifications (e.g., CFP, Series 7), with focus on client advice
Work EnvironmentGovernment or nonprofit settings, focusing on public financial education and planningPrivate firms, banks, or independent practices serving individual clients
Employer & Industry UsageUsed mainly in government or nonprofit sectorsCommon in financial services industry, private sector

Financial Planning Ministry typically refers to government or nonprofit initiatives promoting financial literacy and planning, whereas a Financial Advisor is a professional providing personalized financial advice to clients. Both roles may require similar certifications but differ mainly in their work environment and employer type.

What can I do with a financial planning ministry degree?

A financial planning ministry degree prepares individuals for roles such as financial planners, advisors, or consultants, focusing on helping clients manage personal finances, investments, and retirement planning. It often involves developing skills in budgeting, financial analysis, and using tools like financial planning software, with certifications like CFP enhancing career prospects.

What are popular job titles related to Financial Planning Ministry jobs in Raleigh, NC?

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

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

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

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

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

Financial Planning Ministry jobs near you
Infographic showing various Financial Planning Ministry 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.

Manager of Financial Planning & Analysis

C000 Roman Catholic Diocese Of Raleigh

Raleigh, NC • On-site

$90K - $118K/yr

Full-time

Posted 26 days ago

Job description

Position Summary:

The Catholic Diocese of Raleigh has an immediate need for a Manager of Financial Planning & Analysis. Operating as a critical bridge between financial data and diocesan strategy, this hands-on role is responsible for budgeting, forecasting, and reporting. Reporting directly to the Chief Financial Officer, the Manager provides high-level financial counsel to executive leadership while providing day-to-day direction and oversight for assigned staff.

The ideal candidate is a proactive finance leader who balances meticulous, hands-on mastery of driver-based forecasting and data modeling with the communication style needed to brief executive leadership boards and diocesan committees.

Key Responsibilities:

  • Partner closely with the CFO and executive leadership to translate complex financial data into strategic insights; prepare high-quality presentations, dashboards, and reports for Executive Staff, the Diocesan Finance Council and investment committee.
  • Provide leadership, workflow management, performance evaluations, and professional development for assigned finance staff, fostering growth and ensuring high accuracy and consistency across all departmental deliverables.
  • Design, build, maintain, and scale sophisticated financial models to support long-term forecasting, cash flow analysis, capital allocation, and investment tracking.
  • Drive the execution of the annual operating and capital budgeting processes across all diocesan departments, establishing standardized processes, templates, and compliance timelines.
  • Support treasury and investment activities, including cash positioning, liquidity forecasting, banking relationships, investment reporting, and coordination with external advisors and diocesan investment committees.
  • Assist with accounting close activities, including reviewing accruals, supporting month-end and year-end close processes, and collaborating with accounting staff to ensure timely and accurate financial reporting.
  • Act as a trusted financial advisor to Diocesan budget holders.

Minimum Requirements:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 5+ years of progressive experience in financial analysis, corporate finance, or public accounting.
  • Experience with treasury operations, cash management, investment reporting, or related banking and investment oversight activities.
  • Minimum 1–2 years of experience directly supervising, managing, or acting as a formal team lead for finance/accounting personnel.
  • Advanced, hands-on expert proficiency in Microsoft Excel, financial engineering and accounting systems.
  • Demonstrated ability to present financial findings clearly and confidently to non-financial executive stakeholders and ministry leaders.
  • Employment is contingent upon passing a criminal background and reference check; must complete Diocese-sponsored Safe Environment Training upon hire.

Preferred Qualifications:

  • Master of Business Administration (MBA), Certified Public Accountant (CPA), or progress toward a professional finance designation (FPAC/CFA).
  • Experience utilizing AI and BI tools to build executive dashboards.
  • Experience implementing, administering, or optimizing dedicated budgeting and forecasting software modules.
  • Prior professional experience within a non-profit, faith-based, or multi-entity fund accounting environment.

Benefits: In addition to a competitive salary, the diocese provides a comprehensive benefits package, including medical, dental, vision, life and long-term disability insurance, PTO, and a generous 403(b) plan. About - https://dioceseofraleigh.org/about/diocese