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

H R PUNDITS INC

D365 Finance Consultant

Raleigh, NC · On-site

$70 - $75/hr

Experience/Knowledge about D365 ERP implementation methodologies and have strong project management ... junior colleagues) * Strong time management skills, including flexibility to work with shifting ...

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 ...

Deloitte

Anaplan Senior Manager

Raleigh, NC

Leading Finance Transformation workstreams focused on planning, forecasting, and performance ... Coaching junior team members and providing guidance on execution, priorities, and work product

Truist

Treasury Sales Analyst

Raleigh, NC · On-site

Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and ... Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses ...

Truist

Treasury Sales Analyst

Raleigh, NC · On-site

Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and ... Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses ...

Truist

Treasury Sales Analyst

Raleigh, NC · On-site

Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and ... Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses ...

Truist

Treasury Sales Analyst

Durham, NC · On-site

Schedule the pre-call plans with the relationship team, prepare pre-call planning materials and ... Discovery, Pitch, Demos, Product, Working Capital Analyses, Financial Modeling, ROI analyses ...

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Showing results 21-40

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 6, 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

Experienced Financial Software Engineer

Galatea Associates

Durham, NC • On-site

Full-time

Re-posted 10 days ago

Job description

Galatea is looking for an experienced Financial Software Engineer to join our growing team!  We are at the center of the digital revolution in finance and are looking for strong engineers who want to be part of helping to build and improve key systems used by our Capital Market clients. 
 
As an Associate at Galatea you will define, architect, and build strategic systems that facilitate access to trillions of dollars worth of liquidity and capital around the world. You may also have the opportunity to do hands-on programming in this role. This is a perfect role for someone who enjoys leading projects and rolling up their sleeves to support their team’s work.   
 
Access to liquidity and capital makes an incredible difference in people's lives every day by allowing them to make contactless payments, get micro-credit loans, buy houses, start small businesses, and more. As a Galatean, you will be a big part of that by providing a direct impact on streamlining these processes and making them more accessible to everyone!
 
A look into your first year on your client project:
Within the first few months of your first client engagement, you will:
  • Learn about Galatea’s collaborative culture and values and become an active participant in discussions.
  • Witness and learn about Galatea’s client-focused delivery approach and the ongoing value-add we provide to our clients everyday.
  • Take ownership over increasingly complex design, analysis, planning, and software-related tasks while working towards independence on assignments.
  • Begin to establish relationships with client contacts.
  • Build an understanding of the finance topics relevant to your project.
Within 6 months, you will:
  • Begin to mentor and lead 1-2 junior members of the team in all areas of project delivery.
  • Expand your knowledge of functional and technical concepts beyond the specifics of your project.
  • Participate in project planning discussions. 
  • Gain independence on assignments and become a master of Galatea’s best practices.
  • Be seen as the ultimate problem solver on your team.
  • Establish meaningful client relationships.
Within 12 months, you will:
  • Increase your impact by challenging yourself to architect your own small applications or small pieces of larger applications.
  • Be the go-to person for clients serving as a subject matter expert in many areas within your project.
  • Share your financial and technical knowledge by contributing to internal Galatea training sessions.
  • Become an essential contributor on your project and within Galatea by leading other Galateans through your excellent example!
About YOU:
  • Accountable and Curious - You take responsibility and bring intellectual curiosity to all endeavors.
  • Relationship Builder - You form relationships based on mutual respect, diversity of thought, and direct and open communication.
  • Results Driven - You participate in and push for inclusive, team-based, client-focused delivery.
  • Embrace uncertainty - You bring clarity and definition to uncertainty.
  • Leader - You enjoy providing leadership and communicating project goals and timelines with stakeholders and your team. 
  • Problem Solver - You are a problem solver first and a software engineer second.  You thrive in finding solutions when challenged with the organizational silos of our large clients.
  • Client Manager - You delight your clients and form productive long-standing relationships.
  • Business Focused - You don’t just think of yourself as an engineer who is told what to build. You are focused on solving the client’s underlying business problem.
  • Technology Agnostic -  You are a technical polyglot who embraces the diverse set of technologies used by our clients.
About Us:
Headquartered in Somerville, MA and with branch offices in Tampa Bay, Durham, and London, Galatea Associates is a highly-focused software consulting firm that specializes in providing bespoke technical solutions to capital markets firms. At Galatea, our employees know both the business and the IT infrastructure of our clients’ operations and we are uniquely positioned to help bridge the communication gap between the internal business and technical teams for our clients. Our clients call on us to collaborate with them throughout the entirety of project life cycles and we assist them in overcoming whatever challenges they encounter. 
 
Why Galatea?
Our strengths have always been in our people and our core focus is on providing a collaborative environment with highly engaged employees while maintaining impactful delivery to our clients.  We strive to provide transparency into our internal operations and include ideas and feedback from Galateans as company decisions are made.  Our ambitions are high and our people help us to attain our goals year after year! 
 
Benefits you’ll Love:
- A positive and collaborative team-based environment.
- Ability to work with different clients, technologies, and projects while maintaining the stability of knowing and trusting your employer.
- Interesting Wall Street work within a fun and casual environment.
 
Job Requirements:
- A Bachelor's degree in computer science, math, engineering or a related field.
 
US Salary Guidelines (will be dependent on relevant skills and/or experience):
- 1-3 years experience $100-$120K base plus $5-$15K bonus
- 3-5 years experience $120-$145K base plus $10-$20K bonus
- 5+ years experience $160K - $300K+ total comp (base plus bonus included)
 
Data Protection Privacy Notice to Job Applicants
To view Galatea's Data Protection Notice to Job Applicants, navigate to: www.galatea-associates.com/data-protection-policy
 
Additional Item to Note:
Due to the strong collaborative nature of our culture, all Galatea employees will normally be required to work on-site at the location of one of Galatea's clients or to work from their local Galatea office.
 
The future is bright at Galatea and we are looking forward to finding the perfect candidate to join our team and help us continue to grow and innovate! We look forward to speaking with you more about this opportunity.