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 24+ Financial Planning jobs
Date: Oct 29, 2026
Location: Morrisville, NC, US
Company: Teleflex
Expected Travel: Up to 10%
Requisition ID: 14654
About Teleflex Incorporated
As a global provider of medical technologies, Teleflex is driven by our purpose to improve the health and quality of people’s lives. Through our vision to become the most trusted partner in healthcare, we offer a diverse portfolio with solutions in the therapy areas of anesthesia, emergency medicine, interventional cardiology and radiology, surgical, vascular access, and urology. We believe that the potential of great people, purpose-driven innovation, and world-class products can shape the future direction of healthcare.
Teleflex is the home of Arrow™, Barrigel™, Deknatel™, LMA™, Pilling™, QuikClot™, Rüsch™, UroLift™ and Weck™ – trusted brands united by a common sense of purpose.
At Teleflex, we are empowering the future of healthcare. For more information, please visit teleflex.com.
Global Functions – The Corporate division is the central operating unit of the company; setting strategy and policy and providing business development, finance, human resources, information technology, investor relations and legal support to the businesses. The global Company headquarters is located just outside of Philadelphia in Wayne, PA. Join a dynamic, growing team that offers healthcare providers an array of medical technology solutions that make a difference in patients’ lives.
Position Summary
The Manager, Financial Planning & Analysis, is a hands-on position that will oversee with the ongoing analysis of the Company’s business operations. Responsibilities include annual budgeting, strategic planning, analysis and forecasting. The Manager will collaborate with the local finance teams on the development and deployment of forecasting, budgeting and analytical processes and tools.
Principal Responsibilities
- Work with operational and financial management teams to drive the annual budgeting and forecasting processes. Ensure any management-based reporting is reconciled to IFRS based financial information.
- Manage the preparation of the annual budget and budget tracking reports, which also includes the preparation of the consolidated balance sheet and cash flow.
- Work closely with system administrators (e.g. HFM and PBCS) to implement a financial reporting system to facilitate FP&A and consolidation activities.
- Partner with the Senior Manager Consolidation and Corporate Accounting to complete monthly consolidation activities and reporting packages.
- Complete monthly overview summary with FP&A team and review actuals with management, which includes providing an understanding of the key drivers of variances to plan and forecast.
- Support major Company investment opportunities, such as financings, capital investments, and potential M&A targets, by working with the various teams to develop accurate and relevant financial analysis of such opportunities.
- Assist Finance and Operations with understanding and managing the performance of the business. Calculate key performance indicators (KPIs) and scorecards to monitor the business unit performance.
- Participate, as needed, in the integration of any acquisitions and establish metrics and budgeting processes for newly acquired companies.
- Make recommendations for improving or implementing new systems/ processes to facilitate FPA analysis. Coordinate with other functional heads on the identified opportunities where applicable.
- Key support for Executive Management, including preparation of key management presentations.
- Complete ad hoc projects as needed.
Education / Experience Requirements
- 7+ years of experience in progressive finance roles with experience within a structured FPA function as a business partner.
- BS in Finance/Accounting is required. CPA or MBA is a plus.
- Experience in a leadership role within a global manufacturing company is preferred.
- Experience in dealing with multiple currencies and cross-currency impacts is preferred.
- Proven ability to analyze financial data, draw sound conclusions and recommend effective courses of action, which includes the ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardization exists.
- Sound understanding of IFRS and financial consolidation processes.
Specialized Skills / Other Requirements
- Hands on experience with planning and consolidation systems such as PBCS, HFM and Smartview is required.
- Proficient in Microsoft suite of products (Powerpoint, Excel, Word)
#LI-DR1
At Teleflex, we follow a comprehensive hiring process. We do not accept unsolicited resumes from agency recruiters or 3rd party firms. We do not make unsolicited job offers. We do not ask for money or require equipment purchase up-front.
Teleflex Incorporated is an equal opportunity employer. Applicants will be considered without regard to age, race, religion, color, national origin, ancestry, sexual orientation, disability, nationality, sex, or veteran status. If you require accommodation to apply for a position, please contact us at: 877-880-8588 or Talent@Teleflex.com.
Teleflex, the Teleflex logo, Arrow™, Barrigel™, Deknatel™, LMA™, Pilling™, QuikClot™, Rüsch™, UroLift™ and Weck™ are trademarks or registered trademarks of Teleflex Incorporated or its affiliates, in the U.S. and/or other countries.
© 2026 Teleflex Incorporated. All rights reserved.
Nearest Major Market: Raleigh
Date: Oct 29, 2026
Location: Morrisville, NC, US
Company: Teleflex
Expected Travel: Up to 10%
Requisition ID: 14654
About Teleflex Incorporated
As a global provider of medical technologies, Teleflex is driven by our purpose to improve the health and quality of people’s lives. Through our vision to become the most trusted partner in healthcare, we offer a diverse portfolio with solutions in the therapy areas of anesthesia, emergency medicine, interventional cardiology and radiology, surgical, vascular access, and urology. We believe that the potential of great people, purpose-driven innovation, and world-class products can shape the future direction of healthcare.
Teleflex is the home of Arrow™, Barrigel™, Deknatel™, LMA™, Pilling™, QuikClot™, Rüsch™, UroLift™ and Weck™ – trusted brands united by a common sense of purpose.
At Teleflex, we are empowering the future of healthcare. For more information, please visit teleflex.com.
Global Functions – The Corporate division is the central operating unit of the company; setting strategy and policy and providing business development, finance, human resources, information technology, investor relations and legal support to the businesses. The global Company headquarters is located just outside of Philadelphia in Wayne, PA. Join a dynamic, growing team that offers healthcare providers an array of medical technology solutions that make a difference in patients’ lives.
Position Summary
The Manager, Financial Planning & Analysis, is a hands-on position that will oversee with the ongoing analysis of the Company’s business operations. Responsibilities include annual budgeting, strategic planning, analysis and forecasting. The Manager will collaborate with the local finance teams on the development and deployment of forecasting, budgeting and analytical processes and tools.
Principal Responsibilities
- Work with operational and financial management teams to drive the annual budgeting and forecasting processes. Ensure any management-based reporting is reconciled to IFRS based financial information.
- Manage the preparation of the annual budget and budget tracking reports, which also includes the preparation of the consolidated balance sheet and cash flow.
- Work closely with system administrators (e.g. HFM and PBCS) to implement a financial reporting system to facilitate FP&A and consolidation activities.
- Partner with the Senior Manager Consolidation and Corporate Accounting to complete monthly consolidation activities and reporting packages.
- Complete monthly overview summary with FP&A team and review actuals with management, which includes providing an understanding of the key drivers of variances to plan and forecast.
- Support major Company investment opportunities, such as financings, capital investments, and potential M&A targets, by working with the various teams to develop accurate and relevant financial analysis of such opportunities.
- Assist Finance and Operations with understanding and managing the performance of the business. Calculate key performance indicators (KPIs) and scorecards to monitor the business unit performance.
- Participate, as needed, in the integration of any acquisitions and establish metrics and budgeting processes for newly acquired companies.
- Make recommendations for improving or implementing new systems/ processes to facilitate FPA analysis. Coordinate with other functional heads on the identified opportunities where applicable.
- Key support for Executive Management, including preparation of key management presentations.
- Complete ad hoc projects as needed.
Education / Experience Requirements
- 7+ years of experience in progressive finance roles with experience within a structured FPA function as a business partner.
- BS in Finance/Accounting is required. CPA or MBA is a plus.
- Experience in a leadership role within a global manufacturing company is preferred.
- Experience in dealing with multiple currencies and cross-currency impacts is preferred.
- Proven ability to analyze financial data, draw sound conclusions and recommend effective courses of action, which includes the ability to solve practical problems and deal with a variety of concrete variables in situations where limited standardization exists.
- Sound understanding of IFRS and financial consolidation processes.
Specialized Skills / Other Requirements
- Hands on experience with planning and consolidation systems such as PBCS, HFM and Smartview is required.
- Proficient in Microsoft suite of products (Powerpoint, Excel, Word)
#LI-DR1
At Teleflex, we follow a comprehensive hiring process. We do not accept unsolicited resumes from agency recruiters or 3rd party firms. We do not make unsolicited job offers. We do not ask for money or require equipment purchase up-front.
Teleflex Incorporated is an equal opportunity employer. Applicants will be considered without regard to age, race, religion, color, national origin, ancestry, sexual orientation, disability, nationality, sex, or veteran status. If you require accommodation to apply for a position, please contact us at: 877-880-8588 or Talent@Teleflex.com.
Teleflex, the Teleflex logo, Arrow™, Barrigel™, Deknatel™, LMA™, Pilling™, QuikClot™, Rüsch™, UroLift™ and Weck™ are trademarks or registered trademarks of Teleflex Incorporated or its affiliates, in the U.S. and/or other countries.
© 2026 Teleflex Incorporated. All rights reserved.
Nearest Major Market: Raleigh
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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
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 JLL, TIAA, and Inmar, based on current listings on Migrate Mate as of November 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 Winston-Salem 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 33% of financial planning openings tied to North Carolina are remote or hybrid as of November 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 24 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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