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Remote Financial Planning Jobs in Raleigh, NC (NOW HIRING)

Facilitates monthly, quarterly, annual, and ad hoc financial planning activities. * Generates, creates, and evaluates standard and ad hoc financial and business-related analysis under minimal ...

Manager Finance

Chapel Hill, NC · On-site +1

$51.50 - $74.01/hr

This position is also responsible for financial planning and analysis activities to identify risks ... Remote Work Schedule: Day Job Location of Job: US:NC:Chapel Hill Exempt From Overtime: Exempt: Yes ...

Showing results 41-60

Remote Financial Planning information

See Raleigh, NC salary details

$49.1K

$94K

$135.6K

How much do remote financial planning jobs pay per year?

As of Aug 6, 2026, the average yearly pay for remote financial planning in Raleigh, NC is $93,982.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,900.00 and $99,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a remote financial planner, and why are they important?

To thrive as a Remote Financial Planner, you need expertise in financial analysis, investment strategies, and personal finance, usually supported by a bachelor's degree in finance or accounting and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, portfolio management tools, and secure online communication platforms is typically required. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top professionals apart in this remote role. These skills and qualities are crucial for building client trust, providing sound financial advice, and managing client relationships effectively from a distance.

What is remote financial planning?

Remote financial planning is the process of working with a financial planner or advisor virtually, rather than meeting in person. Through online platforms, phone calls, and video meetings, clients receive guidance on budgeting, investing, retirement planning, and other financial goals from the comfort of their home or office. This approach offers flexibility, access to a wider range of professionals, and convenience for both clients and advisors.

What are remote financial planning jobs?

In a remote financial planning job, your role is to telecommute to advise a client about their investments. As you work from home, you create a personalized investment plan, determine the best way to meet your client's financial needs, use virtual office software to collaborate with a team, and help meet growth targets in each product line. Remote financial planners often provide short-term and long-term revenue forecasting, help with monthly accounting records, answer questions from clients, perform scenario modeling, and provide presentations to support their actions at board meetings. While you can do most of this job remotely, you may have to travel to visit clients or attend meetings at an office.

What is the difference between Remote Financial Planning vs Remote Financial Advisor?

AspectRemote Financial PlanningRemote Financial Advisor
CertificationsCFP, CFA, or ChFC often requiredCFP, CFA, or ChFC often required
Work EnvironmentPrimarily client consultations, planning, and analysisClient meetings, investment advice, portfolio management
Employer & Industry UsageFinancial planning firms, independent advisors, banksFinancial advisory firms, banks, wealth management companies

Remote Financial Planning involves creating comprehensive financial strategies for clients, focusing on long-term goals. Remote Financial Advisors typically provide investment advice and manage portfolios. Both roles often require similar certifications and work in comparable environments, but their core functions differ: planning vs. advising on investments.

How do remote financial planners typically collaborate with clients and team members effectively?

Remote financial planners often use a combination of secure video conferencing, collaborative digital tools, and cloud-based financial software to interact with clients and colleagues. Regular virtual meetings and clear communication protocols are essential for building trust and ensuring all stakeholders are aligned on financial strategies. Additionally, remote planners must be proactive in maintaining client relationships, frequently updating them on progress and responding promptly to inquiries. Collaboration with analysts, compliance professionals, and administrative staff is usually managed through project management platforms and secure document sharing systems.
What are the most commonly searched types of Financial Planning jobs in Raleigh, NC? The most popular types of Financial Planning jobs in Raleigh, NC are:
What are popular job titles related to Remote Financial Planning jobs in Raleigh, NC? For Remote Financial Planning jobs in Raleigh, NC, the most frequently searched job titles are:
What cities near Raleigh, NC are hiring for Remote Financial Planning jobs? Cities near Raleigh, NC with the most Remote Financial Planning job openings:
Infographic showing various Remote Financial Planning job openings in Raleigh, NC as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 100% Remote job distribution, with an average salary of $93,982 per year, or $45.2 per hour.

Financial Analyst II

HNTB

Raleigh, NC • Remote

Full-time

Posted 7 days ago


HNTB rating

9.2

Company rating: 9.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz


Job description

What We're Looking For

At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With our historic growth, it is an exciting time to join our team of employee-owners.
This opportunity entails being responsible for preparing and analyzing financial data, trends, and performance to provide insights and recommendations to leadership. This position will involve comprehensive financial analysis, forecasting, budgeting, and decision support activities, enabling the organization to make informed financial decisions. May support corporate, divisions, and specific duties will vary according to where the analyst is assigned.
Responsible for preparing and analyzing financial data, reconciling General Ledger accounts and supporting various departmental initiatives. This role supports NC Turnpike Authority monthly accounting duties performed by the Financial Operations team. Analyzes data and variances with an ability to research transactions and perform specific duties as assigned.

What You'll Do:

  • Provides intermediate-level financial reporting, forecasting, analysis, and modeling to support management decision-making.
  • Synthesizes large amounts of data into meaningful summarized reports to enhance leadership's ability to understand the information and make decisions.
  • Assists in the basic design and development of business applications with Excel and/or HNTB Enterprise Reporting Solutions.
  • Facilitates monthly, quarterly, annual, and ad hoc financial planning activities.
  • Generates, creates, and evaluates standard and ad hoc financial and business-related analysis under minimal guidance.
  • Develops graphs, charts, and presentations to clearly show data trends and projections. Provides interpretation of data.
  • Analyzes issues that affect Sales, Revenue, Earnings, and Cash.
  • Partners with other groups/functions at the division and corporate levels, and other internal clients when appropriate.
  • Performs other duties as assigned.

What You'll Need:

  • Bachelor's degree in Finance, Accounting or related degree and 2 years finance or related experience, or
  • In lieu of education, 6 years finance or related experience

What You'll Bring:

  • Mid-level analyst with increased responsibilities and enhanced understanding of HNTB processes
  • Intermediate Excel & analytical skills
  • Sound finance & business acumen
  • Strong attention to detail
  • Ability to analyze trends, interpret data, and make recommendations.
  • Ability to manage and prioritize multiple projects in a fast-paced environment.
  • Enhanced understanding and utilization of HNTB software applications and reporting platforms, demonstrating a growing level of expertise.
  • Intermediate organizational skills, ability to prioritize, and self-directed.


What We Prefer:

  • Bachelor's degree in Finance, Accounting or related degree and 4 years finance or related experience,

Essential Functions:

  • Provides intermediate level financial analysis including review of data and completion of General Ledger Account reconciliations to the NC Turnpike Authority detailed subledger activity.
  • Synthesizes large amounts of data into meaningful summarized reports to enhance leadership's ability to understand the information and make decisions.
  • Supports more experienced Accountants in routine, basic or intermediate tasks in maintaining or developing business applications with Excel and/or data reporting.
  • Analyzes issues that affect Revenue, Cash, Accounts Receivable, Accounts Payable and contractual liabilities.
  • Prepares and enters journal entries as needed.
  • Supports Back Office inquiries into customer transactions by researching data in various applications such as banking or credit card systems.
  • Required to learn new systems including SAP General Ledger, Integrity (NC Turnpike Authority tolling operating system), and various online banking applications.
  • Supports monthly and annual ad hoc audit and financial planning activities.
  • Generates standard financial and business-related analysis under guidance.
  • Updates or develops process documentation. Able to evaluate processes and recommend enhancements or efficiencies.
  • Performs other duties as assigned.

Competencies:

  • Intermediate-level analyst with prior experience reconciling General Ledger accounts
  • Knowledge of General Accepted Accounting Principles, with ability to prepare journal entries
  • Strong Excel and Word Skills
  • Strong Analytical skills
  • Sound finance and business acumen
  • Strong communication skills, verbal and written
  • Strong attention to detail and accuracy
  • Developing a foundational understanding of NC Turnpike Authority software applications, banking applications and SAP General Ledger
  • Developing organizational skills and the ability to prioritize tasks.
  • Ability to work independently on assigned tasks

Additional Information

Click here for benefits information: HNTB Total Rewards

Click here to learn more about Equal Opportunity Employer/Disability/Veteran

Visa sponsorship is not available for this position.#JS #FinanceAccounting

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Locations:

Raleigh, NC (Raleigh Field)

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NOTICE TO THIRD-PARTY AGENCIES:

HNTB does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of HNTB. HNTB will have the right to hire that applicant at its discretion and without any fee owed to the submitting staffing/employment agency, person or entity. Staffing/employment agencies who have fee agreements with HNTB must submit applicants to the designated HNTB recruiter to be eligible for placement fees.


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About HNTB

Sourced by ZipRecruiter

At HNTB, you can create a career that is meaningful to you while building communities that matter to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With our historic growth, it is an exciting time to join our team of employee-owners.

Industry

Construction

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

Year founded

1914