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

Omega Solutions Inc

Product Manager- Junior

Raleigh, NC · On-site

$110 - $160/hr

Leads backlog refinement, sprint planning, release coordination, and product prioritization ... Preferred experience working in government, transportation, financial services, healthcare, or ...

Raya Workforce

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 ...

Accenture

OneStream Integration Lead

Raleigh, NC · On-site

... , GL, and financial systems. You ensure data flows accurately across the financial technology landscape while collaborating effectively with finance, IT, and source system teams. You mentor junior ...

Circle K

Sr. Fuel Tax Accountant

Raleigh, NC

$79K - $102K/yr

The position partners with Fuel Accounting, Operations, IT, Finance, offshore support teams, and ... Utilize ERP, fuel management, and tax software systems to validate reporting accuracy and support ...

First Citizens Bank

Senior Data Engineer

Raleigh, NC · On-site

$103K - $140K/yr

Analysis & Planning * Analyze business and technical requirements and assess system impacts ... Experience within financial services, banking, risk, treasury, forecasting, or regulatory reporting ...

KIOTI Tractor

Senior Accountant

Wendell, NC · On-site

$60K - $76K/yr

Finance - Accounting Reports to: Director of Accounting Location: Wendell, NC Position Status ... Review work prepared by Staff and Junior Accountants for accuracy and proper classification. Month ...

Spivey & Morton CPA PA

Be Seen First

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 ...

First Citizens Bank

Senior Data Engineer

Raleigh, NC · On-site +1

$103K - $140K/yr

Analysis & Planning * Analyze business and technical requirements and assess system impacts ... Experience within financial services, banking, risk, treasury, forecasting, or regulatory reporting ...

METCON INC

Superintendent 3

Raleigh, NC · On-site

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

First Citizens Bank

Senior Data Engineer

Raleigh, NC · On-site +1

$103K - $140K/yr

Analysis & Planning * Analyze business and technical requirements and assess system impacts ... Experience within financial services, banking, risk, treasury, forecasting, or regulatory reporting ...

First Citizens Bank

Senior Data Engineer

Raleigh, NC · On-site +1

$103K - $140K/yr

Analysis & Planning * Analyze business and technical requirements and assess system impacts ... Experience within financial services, banking, risk, treasury, forecasting, or regulatory reporting ...

First Citizens Bank

Senior Data Engineer

Raleigh, NC · On-site +1

$103K - $140K/yr

Analysis & Planning * Analyze business and technical requirements and assess system impacts ... Experience within financial services, banking, risk, treasury, forecasting, or regulatory reporting ...

KIOTI Tractor

Senior Accountant

Wendell, NC · On-site

$75 - $105/hr

Finance - Accounting Reports to: Director of Accounting Location: Position Status: Full-time Status ... Review work prepared by Staff and Junior Accountants for accuracy and proper classification. Month ...

Roses Discount Stor

SR Accounts Pay Analyst

Henderson, NC · On-site

$65 - $90/hr

Finance / Accounting Reports To: Accounting Manager / AP Manager Job Summary We are seeking a ... You will collaborate with internal departments and external vendors, provide guidance to junior ...

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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

Associate Project Manager, Aviation Planning

Hansoninc

Raleigh, NC

$95K - $130K/yr

Full-time

Medical, Retirement

Re-posted 15 days ago

Key responsibilities

  • Prepare airport master plans, layout plans, site selection studies, obstruction analysis, forecasting, noise and environmental evaluations, terminal plans, sustainability evaluations, and business plans.

  • Assist in writing grant applications, communicate analysis results through reports and presentations, and participate in technical proposal and scope of work development.

  • Coordinate with clients and project teams, and travel to client locations or regulatory agencies as needed.

Job description

Hanson Values

Integrity | Commitment | Quality | Relationships | Innovation

If you're looking for a firm that encourages innovative thinking and challenges you every day, with an opportunity to learn and advance, a career at Hanson is right for you. The belief in sustainability within our company's practices creates a focus on client success and partnerships that are important to our communities and our environment.

A Day in Life of an Associate Project Manager, Aviation Planning at Hanson

Here's a snapshot of what you would do in this role:

  • Preparing airport master plans, airport layout plans, site selection studies, obstruction analysis, forecasting, noise and environmental evaluations, terminal plans, sustainability evaluations, business plans, and other airport planning tasks and projects
  • Assist the aviation market in smart airport planning programs, and lead or assist in writing grant applications
  • Communicate analysis results in the form of technical memoranda, reports, graphic displays, and presentations to government bodies and elected officials as part of the aviation planning process
  • Participate in preparation of technical proposals, scope of work development, and external relationship building and technical presentations
  • Client and project team coordination for the identified tasks
  • Must be willing and able to work overtime to meet project needs and deadlines
  • Travel to client location or regulatory agencies for project-related tasks is expected
  • Other duties as assigned

What We're Looking For

We feel the following qualifications would set you up for success in this role:

Skills:

  • Experience in complex and controversial projects
  • Experience with Microsoft Office software
  • Experience with AutoCAD/Civil 3D and/or ArcGIS
  • Experience with AEDT and/or AviPlan Turn preferred
  • Experience with managing project financials preferred
  • Must be able to communicate complex technical concepts to technical staff, public officials, and the general public in both written and oral format
  • Must be able to build effective relationships with internal and external client bases
  • Must be able to work independently and as a team member to problem solve and learn new technical skills
  • Must demonstrate an interest in experiencing a variety of assignments and responsibilities

Education/Experience:

  • Bachelor's degree in Planning, Aviation Management, Civil Engineering or a relevant field
  • Minimum of 8 years of relevant airport planning experience with increasing responsibilities and project leadership
  • Must have a strong working knowledge of FAA advisory circulars and orders
  • Experience in establishing and maintaining relationships with clients, airport boards, FAA and regulatory organizations
  • Preferred additional qualifications:
    • Master's degree in relevant field
    • Following certifications: AICP, AAE, CM, LEED, ENV SP, etc.
    • Proven experience as a project manager and/or task leader on airport planning projects
    • Experience in mentoring and supervising junior staff

Salary range: $95,000 - $130,000

Benefits

Our focus on people means we offer a generous benefits program to help you create a solid foundation for health and security throughout your career, including:

  • Competitive compensation
  • Performance bonuses
  • 401(k) with matching contribution
  • Employee Stock Ownership Plan
  • Comprehensive health & well-being plans
  • Financial wellness plans
  • Work-life balance programs

Want to know more? Visitour benefits pagefor all the details.

Culture

We understand that selecting a job is about more than the day-to-day tasks. It's important to feel like you belong and safe to grow and progress along your career path. You'll find that at Hanson. We have an inclusive, diverse workforce awaiting to connect with you and numerous opportunities to cultivate your career, including:

  • Monthly educational webinars
  • Leadership training
  • Lunch & learn development sessions
  • 24/7 access to thousands of skill-building courses
  • Mentorship opportunities
  • Award-winning internship program
  • Employee recognition
  • And so much more!

AN EQUAL OPPORTUNITY EEO - EMPLOYER

We do not accept unsolicited resumesfrom recruiters or agencies/staffing firms.Resumesare only accepted from recruiters and agency/staffing firms if a signed agreement is in place at the inception of the recruiting effort and authorized for a specified position.

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