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

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

Oracle Finance Senior Manager

Raleigh, NC

$106K - $144K/yr

Today's CFOs and financial leaders face increasing demands to enhance business performance, drive ... By leveraging Oracle ERP Cloud, we help clients streamline core business processes in Financials ...

Experience leading finance transformation initiatives, ERP implementation, or large-scale ... Direct and mentor junior staff, providing clear guidance and ensuring high-quality, timely work ...

Tax Manager

Raleigh, NC · On-site

$107K - $141K/yr

Manage tax engagements from planning through completion. * Review federal and state income tax ... Build deep relationships with clients by understanding their businesses, families, and financial ...

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Tax Manager

Wendell, NC · On-site

$100K - $150K/yr

... reviewed financial statements, tax planning and consulting, bookkeeping and payroll services. We ... Demonstrated ability to review and mentor junior staff Location Our firm operates two offices ...

... with ERP Cloud's Financials, Procurement, or Portfolio Management. Do you have the ability to ... Support the development of junior team members through knowledge sharing, coaching, and ...

They serve as an important point of contact for project communications, planning, and reporting ... Financials (Sage, Billing, Forecasting) * Preconstruction/Closeout

Monitor project financial performance, identify risks early, and mentor junior team members in ... Experience with Deltek Vision and project planning tools is preferred. * Demonstrated ability to ...

Support enterprise evaluation and planning for de novo imaging center opportunities across target ... Mentor junior analysts and team members on financial modeling, valuation techniques, and market ...

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Showing results 21-40

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:

Workday Adaptive Planning Sr Consultant

Deloitte

Raleigh, NC

Full-time

Re-posted 20 days ago


Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

44th of 150 rated financial services


Job description

The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our teams use Deloitte's vast expertise to deliver lasting results for our clients. By working closely with CFOs, CIOs, and Business Unit leaders, we provide valuable business transformation and continuous support across various industries.

If you're seeking an exciting career with plenty of opportunities, consider joining us at Deloitte. We work on projects involving Workday Financials, Supply Chain Management, Infor Solutions, Microsoft Dynamics, and Sustainability Technology and Strategy. With such a variety of areas to explore, you'll have the chance to make a real impact while growing in your career. Come be part of a team that values innovation and strives for excellence. Apply now and let's achieve great things together!

Deloitte's Emerging ERP Solutions-Workday teams are market leaders working with clients across industries to deliver transformational solutions optimized for their unique business needs.

Recruiting for this role ends on 10/2/26.

Work you'll do

As a Workday Adaptive Planning Sr Consultant, you will team with EERPS-Workday colleagues as well as members from the client team on comprehensive, full-lifecycle (Financials, SCM or Adaptive Planning) implementation initiatives supporting finance, supply chain or manufacturing and distribution planning/execution transformations utilizing Deloitte's proven, adaptive implementation approach, "Momentum" - which emphasizes flexibility, integrated client involvement, and rapid delivery of value. Clients consist mostly of Large Enterprise organizations with complex Workday implementations.

Sr Consultants leads project workstreams, identify and document business requirements and management requirements. Provide functional design, prototyping (including scenario design, flow mapping), testing, user training, defining support procedures. Additional duties may include: coordination of schedules, creation of documentation and collateral, creation and execution of test / use cases, configuration of Workday software, assisting with prioritization and sequencing of the workstream's efforts and assisting project leadership as required.

Qualifications

  • 5+ years of consulting or industry experience implementing Workday Adaptive Planning or similar EPM products
  • 2+ years leading Enterprise Performance Management workstreams in Adaptive Planning
  • Experience leading workstreams on at least two Workday Adaptive Planning or similar EPM implementations/deployments
  • Bachelor's Degree or equivalent professional experience
  • Workday Adaptive certification or successfully completing relevant Workday certification upon joining
  • Ability to travel up to 50% on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred

  • An advanced degree in the area of specialization
  • Functional knowledge around EPM financial systems and processes
  • 3 or more years of experience defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines
  • Prior experience mentoring junior staff

Wages + Salary

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $116,000 to $229,100.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

#EPCORE #EERPFY27

Qualifications:

The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our teams use Deloitte's vast expertise to deliver lasting results for our clients. By working closely with CFOs, CIOs, and Business Unit leaders, we provide valuable business transformation and continuous support across various industries.

If you're seeking an exciting career with plenty of opportunities, consider joining us at Deloitte. We work on projects involving Workday Financials, Supply Chain Management, Infor Solutions, Microsoft Dynamics, and Sustainability Technology and Strategy. With such a variety of areas to explore, you'll have the chance to make a real impact while growing in your career. Come be part of a team that values innovation and strives for excellence. Apply now and let's achieve great things together!

Deloitte's Emerging ERP Solutions-Workday teams are market leaders working with clients across industries to deliver transformational solutions optimized for their unique business needs.

Recruiting for this role ends on 10/2/26.

Work you'll do

As a Workday Adaptive Planning Sr Consultant, you will team with EERPS-Workday colleagues as well as members from the client team on comprehensive, full-lifecycle (Financials, SCM or Adaptive Planning) implementation initiatives supporting finance, supply chain or manufacturing and distribution planning/execution transformations utilizing Deloitte's proven, adaptive implementation approach, "Momentum" - which emphasizes flexibility, integrated client involvement, and rapid delivery of value. Clients consist mostly of Large Enterprise organizations with complex Workday implementations.

Sr Consultants leads project workstreams, identify and document business requirements and management requirements. Provide functional design, prototyping (including scenario design, flow mapping), testing, user training, defining support procedures. Additional duties may include: coordination of schedules, creation of documentation and collateral, creation and execution of test / use cases, configuration of Workday software, assisting with prioritization and sequencing of the workstream's efforts and assisting project leadership as required.

Qualifications

  • 5+ years of consulting or industry experience implementing Workday Adaptive Planning or similar EPM products
  • 2+ years leading Enterprise Performance Management workstreams in Adaptive Planning
  • Experience leading workstreams on at least two Workday Adaptive Planning or similar EPM implementations/deployments
  • Bachelor's Degree or equivalent professional experience
  • Workday Adaptive certification or successfully completing relevant Workday certification upon joining
  • Ability to travel up to 50% on average, based on the work you do and the clients and industries/sectors you serve
  • Limited immigration sponsorship may be available

Preferred

  • An advanced degree in the area of specialization
  • Functional knowledge around EPM financial systems and processes
  • 3 or more years of experience defining systems strategy, developing systems requirements, designing and prototyping, testing, training, defining support procedures, and implementing practical business solutions under multiple deadlines
  • Prior experience mentoring junior staff

Wages + Salary

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $116,000 to $229,100.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com

Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

#EPCORE #EERPFY27

Education:Bachelor's DegreeEmployment Type:

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