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Financial Planning Jobs in Raleigh, NC (NOW HIRING)

Vontier

Senior FP&A Analyst

Raleigh, NC · On-site

$83K - $103K/yr

INTRODUCTION and WHAT YOU WILL DO (Job Responsibilities) The Senior FP&A Analyst will be a key member of Vontier's corporate FP&A team. Will participate in the monthly, quarterly, and yearly ...

Vontier

Senior FP&A Analyst

Raleigh, NC · On-site

$83K - $103K/yr

INTRODUCTION and WHAT YOU WILL DO (Job Responsibilities) The Senior FP&A Analyst will be a key member of Vontier's corporate FP&A team. Will participate in the monthly, quarterly, and yearly ...

Captrust

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75 - $125/hr

This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and ...

CAPTRUST

Wealth Planning Senior Associate

Raleigh, NC · On-site

$75K - $125K/yr

This includes support of our centralized financial planning model, onboarding new offices onto our wealth planning platform, executive financial planning, financial planning workflows, and ...

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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 Sep 6, 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 are popular job titles related to Financial Planning jobs in Raleigh, NC?

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

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

The top searched job categories for 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:

Financial Planning jobs near you
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.

Senior FP&A Analyst

Vontier

Raleigh, NC • On-site

$83K - $103K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Description:
INTRODUCTION and WHAT YOU WILL DO (Job Responsibilities)
The Senior FP&A Analyst will be a key member of Vontier's corporate FP&A team. Will participate in the monthly, quarterly, and yearly financial cycles, providing analytics in aspects of the P&L and the budget. Will work closely with the corporate department leaders on drafting and implementing their budgets, drive cost and efficiency actions. In addition will assist in ad hoc reports and analytics for Vontier's Executive Board as well as various improvement projects.
The successful candidate will interact daily with the senior leadership of Vontier, on one hand gaining unique business insights and on the other, providing analytics and data-based advice and opinions.
This role is key in helping Vontier's management to take educated and well thought decisions on what really matters and achieve its targets.
WHAT YOU WILL DO
  • Work closely with the FP&A team on the development, preparation, and maintenance of finance models.
  • Cost Analysis and reporting of operating costs and operating efficiencies.
  • Assist in efficiency plans.
  • Participate all the major financial processes such as budgeting, forecasting, monthly reviews.
  • Assist in setting and tracking key performance indicators (KPIs) and objectives.
  • Collaborate with the accounting and other finance departments during closing and process improvement actions.
  • Support Vontier's management and Departmental leaders with data-driven analysis.

Qualifications:
WHO YOU ARE (Qualifications)
  • 5+ years of hands-on relevant experience in a publicly traded, global organization.
  • Strong analytical skills and a passion to deep dive into business metrics and processes.
  • Good experience in financial analysis, applying good financial knowledge and strong business acumen.
  • Experience driving simplification and cost reduction activities, as well as commercially focused activities impacting profit and growth is desirable.
  • Bachelor's degree or equivalent experience required.
  • Advanced excel skills are required.
  • Experience in Access, SQL or other Database experience is a plus.
  • Ability to read and understand a P&L and balance sheet.
  • Bias for action and experimentation with strong follow-up and follow-through.
  • Analytical - ability to understand complex data and present in a consumable fashion.
  • Skilled at building relationships with partners, and stakeholders both internal and external across all levels of organization.

Vontier partners with you and your family on your health and wellness journey. Visit VontierBenefits.com to view our benefits. We offer a premium suite of health and wellness programs for you and your family, including medical, dental, vision, disability and life insurance. With programs for family planning from Maven Clinic to managing diabetes like Livongo, coverage for women's health, support for adult and elder care, paid parental leave, a generous 401(k) plan with matching company contributions, and more. Vontier is here for all stages of life. We also offer paid time off up to 15 days, 13 paid holidays (including 3 floating holidays) per year and paid sick leave.*
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Sick leave amount may vary based on state or local laws applicable to the applicant's geographic location. The Company reserves the right to modify this information at any time, subject to applicable law.
WHO IS VONTIER:
WHO IS VONTIER
Vontier (NYSE: VNT) is a global technology company powering the way the world moves. We empower businesses in the transport sector to adapt to a fast-changing landscape by uniting productivity, automation and multi-energy technologies.
Our smart, connected solutions serve roadside convenience retail stores, fleet operators, and auto repair technicians. From integrated payments and EV charging software to carwash technology and retail automation, we help customers stay productive and prepared for a rapidly evolving industry.
With decades of expertise and a balanced portfolio, Vontier enables businesses to navigate complexity, unlock growth, and build a cleaner, safer future. Driven by continuous improvement and the dedication of Team Vontier, we empower businesses to think bigger, act boldly, and thrive on the road ahead. Learn more at www.vontier.com
At Vontier, we empower you to steer your career in the direction of success with a dynamic, innovative, and inclusive environment.
Our commitment to personal growth, work-life balance, and collaboration fuels a culture where your contributions drive meaningful change. We provide the roadmap for continuous learning, allowing creativity to flourish and ideas to accelerate into impactful solutions that contribute to a sustainable future.
Join our community of passionate people working together to navigate challenges and seize new opportunities. At Vontier, you are not on this journey alone, we are committed to equipping you with the tools and support you need to fuel your innovation, lead with impact, and thrive both personally and professionally.
Together, let's power the way the world moves!
#LI-SR1 #LI-Hybrid
Vontier logo

About Vontier

Sourced by ZipRecruiter

Industry

Electrical equipment, appliance, and component manufacturing

Company size

5,001 - 10,000 Employees

Headquarters location

Raleigh, NC, US

Year founded

2019

Social media

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