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Junior Financial Planner Jobs in Raleigh, NC (NOW HIRING)

PSG Global Solutions

Financial Analyst

Cary, NC · On-site

... junior staff Support and participate in safety, compliance, business ethics, Group Charter ... P knowledge Strong English written and verbal communication skills Understanding of reporting ...

Deloitte

Oracle Finance Senior Consultant

Raleigh, NC · On-site

$113K/yr

Today's CFOs and financial leaders face increasing demands to enhance business performance, drive ... Support the development of junior team members through knowledge sharing, coaching, and ...

Deloitte

Finance Analytics & AI Manager

Raleigh, NC · On-site

... financial planning, forecasting, and analytics capabilities. By leveraging next-gen processes ... junior staff * Master's degree from a science, technology, engineering, or mathematics-designated ...

Deloitte

Financial Risk Senior Consultant

Raleigh, NC · On-site

$113K/yr

... planning, and deliverable management * Contribute to recommendations for process improvement ... Support junior team members through knowledge sharing, peer review, and on-the-ground project ...

Team AMG

Manager of Finance & Accounting

Raleigh, NC · On-site

... financial planning. • Ensure the integrity of financial information and protect monetary ... Jr. level analysts • Performs proposal pricing and understanding of Shipley's Proposal Process ...

Deloitte

Oracle EPM (EPBCS~EPCM) ) Manager

Raleigh, NC · On-site

Leading Oracle EPM engagements that support finance transformation initiatives across planning ... Coaching junior team members while supporting quality delivery, issue resolution, and day-to-day ...

Deloitte

Workday Financials Sr Consultant

Raleigh, NC · On-site

The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP ... A minimum of 1 full life cycle Workday Financial implementation * Demonstrated knowledge in some ...

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All JobsFinancial Planner JobsJunior Financial Planner JobsJunior Financial Planner Jobs in Raleigh, NC

Junior Financial Planner information

See Raleigh, NC salary details

$15

$27

$43

How much do junior financial planner jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for junior financial planner in Raleigh, NC is $27.12, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $29.42 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a junior financial planner?

To thrive as a Junior Financial Planner, you need a solid understanding of financial planning principles, investment strategies, and personal finance, often supported by a relevant degree such as finance or accounting. Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro), Excel, and pursuing certifications like CFP® are typical requirements. Strong analytical skills, attention to detail, and excellent interpersonal communication help build trust with clients and support team collaboration. These skills are crucial for delivering accurate advice, maintaining compliance, and fostering long-term client relationships.

What are some common challenges faced by junior financial planners when starting out, and how can they overcome them?

Junior Financial Planners often face challenges such as building client trust, understanding complex financial products, and mastering compliance requirements. To overcome these hurdles, new planners should seek mentorship from experienced colleagues, participate in ongoing training, and actively engage in team meetings to learn best practices. Developing strong communication skills and staying up-to-date on industry regulations will also help in building credibility and confidence with clients.

What is the difference between Junior Financial Planner vs Financial Advisor?

AspectJunior Financial PlannerFinancial Advisor
CertificationsCFP, or working towards CFPCFP, or other licenses like Series 7/66
Work EnvironmentEntry-level, supporting senior plannersClient-facing, providing comprehensive financial advice
ResponsibilitiesAssisting with financial plans, research, data gatheringDeveloping financial plans, advising clients, managing portfolios

Junior Financial Planners typically support senior planners and focus on research and data collection, while Financial Advisors directly advise clients and manage their financial strategies. Both roles often require CFP certification and operate within the financial services industry, but their responsibilities and client interaction levels differ.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the CFP (Certified Financial Planner) to enhance credibility. Gaining experience through internships or related roles can also improve job prospects, and strong analytical, communication, and interpersonal skills are essential in this field.

What does a junior financial planner do?

A junior financial planner assists clients with financial planning by gathering information, analyzing financial data, and helping develop strategies for savings, investments, and retirement. They often support senior planners, use financial planning software, and may pursue certifications like the CFP to advance their careers.

What are the most commonly searched types of Financial Planner jobs in Raleigh, NC?

The most popular types of Financial Planner jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Junior Financial Planner jobs?

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

Junior Financial Planner jobs near you

Financial Analyst III - FP Financial Services

UNC HEALTH

Chapel Hill, NC • On-site

$33.37 - $47.97/hr

Full-time

Re-posted 15 days ago

Key responsibilities

  • Participate in the preparation and analysis of budgets, financial statements, statistical reports, and cost analyses.

  • Monitor and analyze budget expenditures, compile fiscal data, and prepare reports and recommendations based on departmental budget requests.

  • Prepare and distribute financial reports and analysis for management and external agencies, including presenting fiscal data when needed.

UNC Health rating

7.0

Company rating: 7.0 out of 10

Based on 321 frontline employees who took The Breakroom Quiz

422nd of 898 rated healthcare providers

Job description

Become part of an inclusive organization with over 40,000 teammates, whose mission is to improve the health and well-being of the unique communities we serve.
Summary:
Participates
in the preparation of budgets, financial statements, statistical reports, cost
analyses and other financial information. Responsible for analytical studies,
including reviewing budget requests and recommending changes to achieve goals
and objectives.
Responsibilities:
1. Maintain communication with assigned department managers and administrative staff in the preparation and analysis of financial reports, to provide information and to resolve problems concerning variances from approved budget. Provide technical support to assigned departments regarding budgeting system and procedures.
2. Monitors and analyzes budget expenditures and prepares reports and analysis on trends. Compiles budgetary and fiscal data received from assigned departments. Analyzes and evaluates departmental budget requests to prepare budgetary documents, reports, and recommendations. Attends budget hearings and as needed presents fiscal data of assigned departments.
3. Prepares and coordinates distribution of financial reports and analysis for management and external agencies. May present reports to management or committees. Prepares charts and diagrams showing prior, current and projected expenditures to provide a basis for comparison and evaluation.
4. Prepares and maintains accurate accounting records to ensure compliance with state and federal regulatory agencies as well as GAAP, GASB, and FASB.
5. Utilizes various computer financial information systems in the preparation of complex analysis, evaluation and reports relating to assigned areas. Recommends operational procedures and ways to improve efficiency and/or effectiveness. Serves as a resource and mentor to junior financial team members.
Other Information
Other information:
Education Requirements:
• Master's degree or equivalent combination of related education and experience.
Licensure/Certification Requirements:
• No licensure or certification required.
Professional Experience Requirements:
• If a Master's degree: two (2) years of experience in financial planning or analysis.
• If a Bachelor's degree: Six (6) years of experience in financial planning or analysis.
Knowledge/Skills/and Abilities Requirements:
• Research, retrieve and organize data to prepare reports and financial documentation, analyze and audit data.
Job Details
Legal Employer: STATE
Entity: UNC Faculty Physicians
Organization Unit: FP Financial Services
Work Type: Full Time
Standard Hours Per Week: 40.00
Salary Range: $33.37 - $47.97 per hour (Hiring Range)
Pay offers are determined by experience and internal equity
Work Assignment Type: Hybrid
Work Schedule: Day Job
Location of Job: US:NC:Chapel Hill
Exempt From Overtime: Exempt: Yes
This is a State position employed by UNC Health Care System with UNC Health benefits. If, however, you are presently an employee of another North Carolina agency and currently participate in TSERS or the ORP, you will be eligible to continue participating in those plans at UNC Health.
Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, disability, status as a protected veteran or political affiliation.
UNC Health makes reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as applicants and employees with disabilities. All interested applicants are invited to apply for career opportunities. Please email applicant.accommodations@unchealth.unc.edu if you need a reasonable accommodation to search and/or to apply for a career opportunity.

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