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

PSG Global Solutions

Financial Analyst

Cary, NC

... 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

Finance Analytics & AI Manager

Raleigh, NC

... 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

Oracle Finance Senior Consultant

Raleigh, NC

$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

Financial Risk Senior Consultant

Raleigh, NC

$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 ...

Deloitte

Tax Manager - Real Estate

Raleigh, NC

$107K - $141K/yr

Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or ... Mentor and develop junior staff, including those in our U.S. India office, providing leadership ...

Deloitte

Oracle Finance Manager

Raleigh, NC

Today's CFOs and financial leaders face increasing demands to enhance business performance, drive ... Coach junior practitioners and contribute to performance development, staffing, recruiting, and ...

Deloitte

Anaplan Manager

Raleigh, NC

... Finance Transformation team, you will be responsible for leading client-facing planning ... Coach junior practitioners, review model development standards, and identify opportunities to ...

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Junior Financial Planner information

See Raleigh, NC salary details

$15

$27

$43

How much do junior financial planner jobs pay per hour?

As of Aug 15, 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 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.

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 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

Controlling professional

Siemens Energy, Inc.

Raleigh, NC • On-site

Full-time

Medical, Retirement, PTO

Posted 19 days ago

Siemens Energy rating

8.3

Company rating: 8.3 out of 10

Based on 87 frontline employees who took The Breakroom Quiz

114th of 489 rated machine equipment manufacturers

Job description

A Snapshot of Your Day
As a Financial Analyst supporting the Transformers Order Execution (OEX) business in the Americas, you will serve as a trusted finance business partner responsible for financial planning, business controlling, and performance reporting across a dynamic project-driven organization. You will collaborate closely with business leadership to develop forecasts, analyze financial performance, monitor key performance indicators, and provide actionable insights that support strategic decision-making. Your role will also focus on strengthening financial governance, improving reporting processes, and ensuring compliance with accounting standards and internal controls while driving continuous process improvements.
How You'll Make an Impact
  • Lead financial planning activities by developing annual budgets, monthly forecasts, and long-term financial plans while creating financial models and analyzing business performance, profitability, working capital, costs, revenues, and the impact of external economic factors
  • Serve as the primary finance business partner for the Transformers Order Execution Americas organization by providing financial guidance, supporting project and operational decision-making, monitoring key performance indicators, and identifying financial risks and opportunities
  • Prepare and present comprehensive financial reports, dashboards, variance analyses, and management presentations while ensuring the accuracy, integrity, and transparency of financial data reported across the business
  • Ensure compliance with internal controls, GAAP/IFRS accounting principles, and corporate financial policies while supporting governance activities and maintaining high standards of financial accuracy and reporting quality
  • Drive continuous improvement initiatives by optimizing financial planning, forecasting, reporting, and controlling processes while leveraging SAP, Power BI, and other business intelligence tools to improve efficiency and data quality
  • Coach and mentor junior finance professionals by sharing financial expertise, reviewing work, promoting best practices, and fostering a culture of accountability, collaboration, and continuous development

What You Bring
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field; CPA certification preferred
  • 5+ years of experience in financial planning and analysis, business controlling, corporate finance, or a related finance role, preferably supporting project-based or industrial operations
  • Strong knowledge of financial planning, budgeting, forecasting, financial analysis, corporate finance, GAAP/IFRS, internal controls, and business controlling, with demonstrated experience independently managing complex financial processes and projects
  • Advanced proficiency with SAP, Power BI, business intelligence tools, Microsoft Excel, and financial reporting systems, including experience developing dashboards, financial models, and data-driven reporting solutions
  • Excellent analytical, communication, business partnering, leadership, and process improvement skills with the ability to influence stakeholders, manage multiple priorities, and deliver strategic financial insights in a fast-paced environment
  • Applicants must be legally authorized for employment in the United States without need for current or future employer-sponsored work authorization. Siemens Energy employees with current visa sponsorship may be eligible for internal transfers.
About the Team
Grid Technologies
Our Grid Technology division enables a reliable, sustainable, and digital grid. The power grid is the backbone of the energy transition. Siemens Energy offers a leading portfolio and solutions in HVDC
transmission, grid stabilization and storage, high voltage switchgears and transformers, and digital grid technology.
Who is Siemens Energy?
At Siemens Energy, we are more than just an energy technology company. With ~100,000 dedicated employees in more than 90 countries, we develop the energy systems of the future, ensuring that the growing energy demand of the global community is met reliably and sustainably. The technologies created in our research departments and factories drive the energy transition and provide the base for one sixth of the world's electricity generation.
Our global team is committed to making sustainable, reliable, and affordable energy a reality by pushing the boundaries of what is possible. We uphold a 150-year legacy of innovation that encourages our search for peoplewho will support our focus
on decarbonization, new technologies, and energy transformation.
Check out this video to learn more about Siemens Energy: https://www.siemens-energy.com/employeevideo
Rewards
  • Career growth and development opportunities; supportive work culture
  • Company paid Health and wellness benefits
  • Paid Time Off and paid holidays
  • 401K savings plan with company match
  • Family building benefits
  • Parental leave

https://jobs.siemens-energy.com/jobs
Equal Employment Opportunity Statement
Siemens Energy and Siemens Gamesa Renewable Energy is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law.
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