Financial Planning Jobs in North Carolina
Financial Planning jobs in North Carolina are in strong demand, concentrated in banking and wealth management, insurance, corporate finance, and the growing fintech sector, with openings from entry-level analyst roles through senior financial advisors and planning directors. Charlotte, Raleigh, and Greensboro anchor most of the hiring, where established employers like Wells Fargo, Bank of America, and Lincoln Financial Group maintain significant operations. The most sought-after specialties in North Carolina's market are retirement planning, investment advisory, and corporate financial planning. Find a role that fits below and apply directly.
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Showing 5 of 23+ Financial Planning jobs
Internship / Global Electrolux Talent (GET)
Job Description
We are seeking a highly motivated, detail-oriented, and analytical Commercial Financial Planning & Analysis (FP&A) Analyst Intern to join our Commercial Finance team. This internship provides hands-on experience supporting financial planning, forecasting, reporting, and business analysis activities that drive strategic decision-making across the organization.
The FP&A Analyst Intern will work closely with Finance, Sales, Marketing, and Commercial teams to analyze business performance, develop financial insights, and support key commercial initiatives. This role offers exposure to budgeting, forecasting, profitability analysis, reporting, and data analytics while building practical finance skills in a dynamic business environment.
Key Responsibilities
Financial Planning & Forecasting
- Support monthly forecasting and budgeting activities for sales, volume, revenue, and commercial spending.
- Assist in gathering and analyzing data used in financial planning processes.
- Help identify forecast variances and trends impacting business performance.
- Participate in the preparation of financial models and planning tools.
- Collaborate with cross-functional teams to understand key business drivers and assumptions.
Commercial Performance Analysis
- Analyze sales, pricing, volume, mix, and margin performance across customers, channels, and product categories.
- Support variance analysis against budget, forecast, and prior-year results.
- Assist in identifying trends, opportunities, and risks affecting financial performance.
- Contribute to customer and product profitability analyses.
Reporting & Business Insights
- Assist in preparing recurring financial and operational reports.
- Support development of dashboards, scorecards, and performance metrics.
- Compile data and create presentations for business reviews and leadership meetings.
- Help provide insights and commentary on key business results.
Pricing & Profitability Support
- Assist in evaluating pricing initiatives and promotional activities.
- Analyze commercial investments, rebates, discounts, and trade spending programs.
- Support profitability improvement initiatives through financial analysis.
- Help identify opportunities to improve margins and business performance.
Business Partnering
- Work collaboratively with Finance, Sales, Marketing, and Operations teams.
- Assist in developing financial analyses for strategic business opportunities.
- Support business cases for product launches, customer programs, and growth initiatives.
- Participate in cross-functional projects and special assignments.
Process Improvement & Data Analytics
- Support automation and reporting efficiency initiatives.
- Maintain and update spreadsheets, financial models, and databases.
- Utilize Excel, Power BI, SQL, and other tools to analyze business data.
- Assist with finance transformation and continuous improvement projects.
Qualifications & Requirements
Education
-
Currently pursuing a bachelor's degree in:
- Finance
- Accounting
- Economics
- Business Analytics
- Mathematics
- Statistics
- Or a related quantitative field
Preferred Qualifications
- Prior internship, project, campus organization, or coursework related to finance, accounting, analytics, or business.
- Interest in financial planning & analysis, corporate finance, or commercial finance.
- Exposure to consumer goods, manufacturing, retail, or commercial business environments is a plus.
Internship / Global Electrolux Talent (GET)
Job Description
We are seeking a highly motivated, detail-oriented, and analytical Commercial Financial Planning & Analysis (FP&A) Analyst Intern to join our Commercial Finance team. This internship provides hands-on experience supporting financial planning, forecasting, reporting, and business analysis activities that drive strategic decision-making across the organization.
The FP&A Analyst Intern will work closely with Finance, Sales, Marketing, and Commercial teams to analyze business performance, develop financial insights, and support key commercial initiatives. This role offers exposure to budgeting, forecasting, profitability analysis, reporting, and data analytics while building practical finance skills in a dynamic business environment.
Key Responsibilities
Financial Planning & Forecasting
- Support monthly forecasting and budgeting activities for sales, volume, revenue, and commercial spending.
- Assist in gathering and analyzing data used in financial planning processes.
- Help identify forecast variances and trends impacting business performance.
- Participate in the preparation of financial models and planning tools.
- Collaborate with cross-functional teams to understand key business drivers and assumptions.
Commercial Performance Analysis
- Analyze sales, pricing, volume, mix, and margin performance across customers, channels, and product categories.
- Support variance analysis against budget, forecast, and prior-year results.
- Assist in identifying trends, opportunities, and risks affecting financial performance.
- Contribute to customer and product profitability analyses.
Reporting & Business Insights
- Assist in preparing recurring financial and operational reports.
- Support development of dashboards, scorecards, and performance metrics.
- Compile data and create presentations for business reviews and leadership meetings.
- Help provide insights and commentary on key business results.
Pricing & Profitability Support
- Assist in evaluating pricing initiatives and promotional activities.
- Analyze commercial investments, rebates, discounts, and trade spending programs.
- Support profitability improvement initiatives through financial analysis.
- Help identify opportunities to improve margins and business performance.
Business Partnering
- Work collaboratively with Finance, Sales, Marketing, and Operations teams.
- Assist in developing financial analyses for strategic business opportunities.
- Support business cases for product launches, customer programs, and growth initiatives.
- Participate in cross-functional projects and special assignments.
Process Improvement & Data Analytics
- Support automation and reporting efficiency initiatives.
- Maintain and update spreadsheets, financial models, and databases.
- Utilize Excel, Power BI, SQL, and other tools to analyze business data.
- Assist with finance transformation and continuous improvement projects.
Qualifications & Requirements
Education
-
Currently pursuing a bachelor's degree in:
- Finance
- Accounting
- Economics
- Business Analytics
- Mathematics
- Statistics
- Or a related quantitative field
Preferred Qualifications
- Prior internship, project, campus organization, or coursework related to finance, accounting, analytics, or business.
- Interest in financial planning & analysis, corporate finance, or commercial finance.
- Exposure to consumer goods, manufacturing, retail, or commercial business environments is a plus.
See All 23 Financial Planning Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
Find Financial Planning JobsFinancial Planning Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Financial Planning Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Chemicals & Materials
What North Carolina Employers Look For
The qualifications that appear most often in financial planning jobs across North Carolina.
- Active FINRA Series 65 or Series 66 registration recognized in North Carolina
- Bachelor's degree in finance, accounting, economics, or a closely related field
- CFP certification or active progress toward Certified Financial Planner designation
- Proficiency in financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Experience analyzing client financial statements, investment portfolios, and retirement projections
- Strong written and verbal communication skills for client-facing advisory and compliance reporting
Financial Planning Jobs in North Carolina: Frequently Asked Questions
How do you become a financial planning in North Carolina?
To work as a financial planner in North Carolina, you typically need a bachelor's degree in finance, economics, or accounting and must register with FINRA by passing the relevant securities examinations, such as the Series 65, before providing investment advice for compensation. North Carolina does not issue its own separate state planner license, but investment adviser representatives must register through the North Carolina Secretary of State Securities Division. Earning the CFP designation significantly strengthens your candidacy with employers across the state.
How much do financial plannings make in North Carolina?
Financial plannings in North Carolina earn a median of about $96,880 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $48,790 for the lowest 10% to over $287,290 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in North Carolina?
Employers hiring financial plannings in North Carolina right now include AICPA-CIMA, Martin Marietta, and WakeMed Health & Hospitals, based on current listings on Migrate Mate as of September 2026. North Carolina's concentration of major banks and insurance carriers in Charlotte, along with a growing number of independent registered investment advisers in the Research Triangle, means steady hiring across firm types and client segments.
Which North Carolina cities have the most financial planning jobs?
Charlotte, Raleigh, and Durham have the most financial planning openings in North Carolina. Charlotte leads because it is home to the headquarters and major operations of large financial institutions and insurance companies, while Raleigh and the broader Research Triangle draw openings from corporate finance teams at technology and life sciences firms and from the wealth management practices serving the region's growing professional population.
Are there remote financial planning jobs in North Carolina?
Yes, and more than many client-facing roles. About 14% of financial planning openings tied to North Carolina are remote or hybrid as of September 2026, reflecting how much of the analytical and planning work can be done off-site. The positions most likely to be fully remote are financial planning analysts and retirement plan specialists who work primarily with data and documentation rather than in-person client meetings.
How can I get hired as a financial planning in North Carolina with little or no experience?
The most realistic entry path is a financial analyst or client service associate role at one of Charlotte's major banks or wealth management firms, where structured training programs give new graduates a foundation in planning fundamentals. Firms like Wells Fargo and Lincoln Financial Group run associate development programs designed for candidates without prior industry experience. Completing even the first module of CFP coursework or passing the Series 65 exam before applying gives North Carolina candidates a measurable edge at the screening stage.
Where can I find and apply to financial planning jobs in North Carolina?
You can find and apply to financial planning jobs in North Carolina on Migrate Mate, which lists current openings from employers across the state. Search the available roles, find the ones that fit your experience and location preferences, and apply directly to each position.
See All 23 Financial Planning Jobs in North Carolina
Find roles in North Carolina that match your experience and apply in just a few clicks.
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