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Financial Planning Jobs in Raleigh, NC (NOW HIRING)

Performs special projects for the CFO, vice-president of finance, executive team and financial planning department as directed. Department Description Serving the community since 1961, WakeMed Health ...

The Manager of Financial Planning & Analysis (FP&A) is a key leader within the Corporate Finance Department, providing strategic financial leadership and decision support to executive and operational ...

Serves as a primary decision support and financial planning team member. Department Description Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services ...

Serves as a primary decision support and financial planning team member. Department Description Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services ...

No Financial Planning & Analysis Manager positions offered by Hitachi Energy USA Inc. (Raleigh, NC). Lead the annual budget process for all North America factories, including establishing internal ...

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 ...

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 ...

Senior FP&A Planning Analyst (Oracle EPM)

Cary, NC · On-site +1

$80K - $99K/yr

Senior FP&A Planning Analyst (Oracle EPM) Hybrid - Cary, North Carolina or US - Remote We're a leader in data and AI. Through our software and services, we inspire customers around the world to ...

Senior FP&A Planning Analyst (Oracle EPM)

Cary, NC · On-site +1

$80K - $99K/yr

Senior FP&A Planning Analyst (Oracle EPM) Hybrid - Cary, North Carolina or US - Remote We're a leader in data and AI. Through our software and services, we inspire customers around the world to ...

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Showing results 1-20

Financial Planning information

See Raleigh, NC salary details

$34.5K

$58.9K

$101.6K

How much do financial planning jobs pay per year?

As of Aug 23, 2026, the average yearly pay for financial planning 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 financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

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

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.

What are some common challenges financial planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

Does a financial planning make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning a comfortable income. Successful financial planners often hold certifications like the CFP and develop strong client relationships to increase earning potential.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the CFP and use tools such as financial software to analyze clients' financial situations. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What kind of jobs can you get with a financial planning degree?

A financial planning degree can lead to roles such as financial planner, financial analyst, investment advisor, or wealth manager. These jobs typically require strong analytical skills, knowledge of financial tools, and often certification such as CFP or CFA to advance in the field.

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

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

Infographic showing various Financial Planning 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.

Financial Planning Analyst III

WakeMed

Raleigh, NC • On-site

Full-time

Re-posted 27 days ago


WakeMed rating

7.7

Company rating: 7.7 out of 10

Based on 135 frontline employees who took The Breakroom Quiz

160th of 893 rated healthcare providers


Job description

Overview
Responsible for preparing and analyzing profitability information and serving in a support role as needed for various process improvement groups throughout the organization. Formulates meaningful information with executive summaries that provide insight into serve line and system-wide financial performance. Understands general operational functions and financial functions, including charges, revenue, reimbursement, payment, productivity, expense, cost and process functionality. Maintains expertise in financial reporting systems to ensure accurate and comparative information is available in reports and dashboards. Maintains knowledge of subsystems that interface to the decision support and financial reporting systems to ensure information is timely and accurate. Performs special projects for the CFO, vice-president of finance, executive team and financial planning department as directed.
Department Description
Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care. For more information, visit www.wakemed.org .
EOE
Licensure
Not Applicable
Education
Bachelor's Degree Business Administration Or Finance Or Healthcare Management Required Master's Degree Preferred
Experience
3 Years Direct Position Experience And 6 Years Accounting/Finance - Accounting and Financial Analysis Required

What WakeMed employees say

Pay

Benefits

Hours and flexibility

Workplace

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About WakeMed

Sourced by ZipRecruiter

Serving the community since 1961, WakeMed Health & Hospitals is the leading provider of health services in Wake County. With a mission to improve the health and well-being of our community, we are committed to providing outstanding and compassionate care.

Industry

Health care and social assistance

Company size

5,001 - 10,000 Employees

Headquarters location

Raleigh, NC, US

Year founded

1961