Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Planning Analyst — Hybrid, Career Path to CFP

$55k - $75k

Acord (association For Cooperative Operations Research And Development)

Acord is looking for two full-time Financial Analysts for a hybrid position based in Durham or Charlotte. This entry-level role offers a fantastic opportunity to build your financial planning career and guide clients while working closely with experienced financial planners. Successful candidates will possess a bachelor’s degree in finance or a related field, along with a strong interest in the CFP designation. The position comes with a competitive salary ranging from $55,000 to $75,000, along with robust benefits and a collaborative work environment. #J-18808-Ljbffr Acord (association For Cooperative Operations Research And Development)

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Planning Analyst — Hybrid, Career Path to CFP in Durham, NC vacancy
  • MY Wealth Planers is looking for two full-time Financial Analysts for hybrid roles in our Durham and Charlotte locations. This entry-level opportunity is part of a career track in financial planning, where you will assist clients with important financial decisions and gain... 
    Suggested
    Full time
    Apprenticeship

    MY Wealth Planers

    Durham, NC
    1 day ago
  • $57.7 per hour

     ...Position : Financial Planning & Analysis Analyst Location : Durham, NC Duration : 12 Months Total Hours/week : 40.00 1st Shift...  ...Citizens or GC Holders Only). Max bill rate $57.70 • Hybrid role; remote and onsite. (San Diego/West Coast hrs) 3... 
    Suggested
    Contract work
    Local area
    Remote work
    Day shift

    MILLENNIUMSOFT

    Durham, NC
    4 days ago
  • $60k - $120k

    Career Headhunter LLC is actively seeking a Financial Advisor Associate to join Strategic Financial Concepts in Durham, North...  .... This role offers remote and hybrid opportunities, mentorship, and training...  ...a clear professional development path and a comprehensive benefits... 
    Suggested
    Remote job

    Career Headhunter LLC

    Durham, NC
    3 days ago
  • $55k - $75k

    Sycamore Financial Planning is a mission-focused, values-based,...  ...two full-time Financial Analysts to join our team in...  ...or Charlotte offices (hybrid work schedule in both...  ...our financial planning career track, offering an amazing...  ...in pursuing the CFP designation. Uncompromising... 
    Suggested
    Full time
    Apprenticeship
    Work at office

    Acord (association For Cooperative Operations Research And D...

    Durham, NC
    1 day ago
  • Duke PF is seeking a Financial Management Analyst in Durham, North Carolina to support graduate education by managing financial resources effectively. This role involves preparing financial reports, managing vendor processes, and assisting in budget preparation and analysis... 
    Suggested
    Work at office

    Duke PF

    Durham, NC
    2 days ago
  • $90.23k

     ...! CDM Smith – where amazing career journeys unfold. Imagine...  ...CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A...  ...This role supports financial planning and analysis projects and initiatives...  ...as required. #LI-LP2 #LI-HYBRID Qualifications •... 
    H1b

    CDM Smith

    Durham, NC
    1 day ago
  • The Duke Clinical Research Institute in Durham, North Carolina, is seeking a Financial Analyst to manage the annual budgeting process and provide critical financial insights. Your role will support strategic decision-making through collaboration with senior leadership and... 

    Duke Clinical Research Institute

    Durham, NC
    4 days ago
  • UNC Health Care in Chapel Hill seeks a Financial Analyst III for the Department of Psychiatry. You will prepare budgets...  ...has at least 2 years of experience in financial planning or analysis. The position offers a hybrid work model and competitive salary based on experience... 

    UNC Health Care

    Chapel Hill, NC
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity Becoming a financial advisor at Northwestern...  ...goals through financial planning. On your path to becoming a financial...  ...development throughout your career. That starts with our award-...  ...licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Durham, NC
    21 hours ago
  •  ...ve Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy. Most...  ...truly comprehensive planning. They want greater flexibility...  ..., and a clearer path toward building long-term...  ...sounds familiar, Strategic Financial Concepts may be exactly what... 
    Remote work

    Career Headhunter LLC

    Durham, NC
    4 days ago
  • $60k - $120k

     ...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can Change Your Future Most people never...  ...professional career path Meaningful work that...  ...Advanced Financial Planning Technology CRM & Client... 
    Immediate start
    Remote work

    Career Headhunter LLC

    Durham, NC
    21 hours ago
  •  ...a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Financial Reporting...  ...opportunities to develop outstanding career experiences and perspectives. We are seeking a Senior Analyst who will be an integral part of our finance... 
    Work at office

    Thermo Fisher Scientific

    Durham, NC
    3 days ago
  • $26.85 - $38.61 per hour

     ...the preparation of budgets, financial statements, statistical...  ...experience in financial analysis or planning. Knowledge/Skills/and...  ...Work Assignment Type: Hybrid Work Schedule: Day Job...  ...applicants are invited to apply for career opportunities. Please email applicant... 
    Hourly pay
    Full time

    UNC Health Care

    Chapel Hill, NC
    4 days ago
  • $33.37 - $47.97 per hour

     ...the preparation of budgets, financial statements, statistical reports...  ...of experience in financial planning or analysis. If a Bachelor's...  ...equity Work Assignment Type: Hybrid Work Schedule: Day Job Location...  ...are invited to apply for career opportunities. Please email applicant... 
    Hourly pay
    Full time

    Direct Jobs

    Chapel Hill, NC
    1 day ago
  • $35.87 - $51.57 per hour

     ...across North Carolina. Summary The Financial Analyst is a key member of the Regulatory Planning & CON Strategy team and provides...  ...equity Work Assignment Type: Hybrid Work Schedule: Day Job...  ...applicants are invited to apply for career opportunities. Please email applicant... 
    Hourly pay
    Full time

    UNC REX Healthcare

    Morrisville, NC
    21 hours ago
  • $26.85 - $38.61 per hour

     ...the preparation of budgets, financial statements, statistical reports...  ...in financial analysis or planning. Knowledge/Skills/and Abilities...  ...equity Work Assignment Type: Hybrid Work Schedule: Day Job...  ...applicants are invited to apply for career opportunities. Please email... 
    Hourly pay
    Full time

    UNC Health Care

    Chapel Hill, NC
    1 day ago
  •  ...The Clorox Company, you will be added to our quarterly career newsletter and be the first applicants to be notified for...  ...your focus—whether it’s supply chain cost management, financial forecasting, long-range planning, or financial reporting—you’ll engage in assignments... 
    Full time
    Work experience placement
    Internship

    The Clorox Company

    Durham, NC
    1 day ago
  • NCBiotech is seeking a Sr. Financial Analyst to manage rebate operations and accounting processes at our Durham office. This role requires collaboration...  ...least 5 years of relevant experience. The position offers a hybrid work model, fostering a diverse and inclusive workplace that... 
    Work at office

    NCBiotech

    Durham, NC
    4 days ago
  • $130k - $150k

     ...Actuarial & Analytics Recruitment is seeking an Associate Actuary for their hybrid role in Durham, NC. This position involves leading the development of risk management frameworks and supporting financial projections. Ideal candidates will be ASA or new FSA qualified with 5... 

    DW Simpson Global Actuarial & Analytics Recruitment

    Durham, NC
    4 days ago
  • $115.92k

     ...Description Are you an experienced financial professional who wants to...  ...in fee-based financial planning,¹ business succession, or protecting...  ...provides opportunities for career-long learning. You can...  ...exclusive Practice Model learning paths, you can specialize in Financial... 
    Contract work
    Fixed term contract

    New York Life

    Durham, NC
    16 days ago
  •  ...University Health System in Durham, NC seeks a Manager of Strategic Financial Planning and Budget. You will lead budgeting and financial planning...  ...skills and the ability to manage a team of financial analysts. Candidates should have a Bachelor’s degree in finance or related... 
    Remote job

    Duke University Health System

    Durham, NC
    2 days ago
  • $73.7k - $117.92k

     ...of North Carolina is seeking a finance professional to join the Financial Monitoring & Analysis team. This role involves financial...  ...functional collaboration to support leadership decisions. We offer a hybrid work model and a competitive salary range of $73,698.00 - $117,... 
    Flexible hours

    Blue Cross and Blue Shield of North Carolina

    Durham, NC
    21 hours ago
  • A financial services institution in Durham, NC is seeking a Floating Relationship Banker to enhance customer engagement and drive sales. This role involves greeting customers, identifying needs, promoting banking products, and ensuring compliance with policies. Candidates... 
    Full time

    Fnb Online

    Durham, NC
    2 days ago
  • Duke PF seeks a Financial Analyst II for their Durham location to manage financial activities related to the leased real estate portfolio, ensuring...  ..., preferably in real estate. The position allows for a hybrid work model, combining on-site and remote work 3 days per week... 
    Remote work
    3 days per week

    Duke PF

    Durham, NC
    21 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at...  ...achieve their goals through financial planning. On your path to becoming a financial advisor, you start...  ...and development throughout your career. That starts with our award‑winning curriculum... 
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Durham, NC
    4 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College...  ...an integrated financial planning practice from the ground up. Our...  ...time Financial Representative career, allowing you to: Learn...  ...such as the Series 6 & 63 or CFP®. Get inspired at local and national... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Durham, NC
    2 days ago
  • $110k - $125k

     ...Job title: Financial Advisor Location: Chapel Hill, NC Status: Hybrid (2 days in office/week, Tuesday...  ...comprehensive financial planning firm in Chapel hill, NC...  ...or another leadership path within the firm....  ...degree required. ~ CFP designation required.... 
    Full time
    Work at office
    2 days per week

    Transcend Practice Management

    Chapel Hill, NC
    1 day ago
  •  ...Receivable - CSA QA and Ambulatory Support - Hybrid Work Arrangement: Hybrid (On-Site and...  ...collection problems and confer with patients or financially responsible people as required to advise...  ...recommendations or conclusions. Plan and schedule work to ensure proper distribution... 
    Temporary work
    Work at office
    Remote work
    Monday to Friday

    Duke PF

    Durham, NC
    4 days ago
  • $93.8k - $140.68k

     ...Senior Financial Analyst The Senior Financial Analyst is a key contributor to the Pharmaceutical...  ...financial support including financial planning, analysis, reporting and forecasting...  ...the right candidate an opportunity for career development and growth while supporting... 
    Temporary work

    Thermo Fisher

    Morrisville, NC
    2 days ago
  • $74.25k - $139.22k

     ...of Nursing is seeking a highly analytical and collaborative Financial Analyst to join our dynamic business operations team. In this role,...  ...support strategic decision-making through data-driven financial planning and reporting. Your work will directly influence short- and... 
    Temporary work
    Work experience placement

    Duke Clinical Research Institute

    Durham, NC
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Analyst — Hybrid, Career Path to CFP. Be the first to apply!