Popular Careers

Career Development

Career development resources for aspiring professionals.

Career Change Center

Career change guides, tutorials and resources for professionals in transition.

Job Search Resources

Job search resources, websites, guides and directories for job seekers.


Career and Education Opportunities for Personal Financial Planners in North Carolina

North Carolina has a population of 9,380,884, which has grown by 16.54% over the past 10 years. Nicknamed the "Tar Heel State," its capital is Raleigh, though its largest city is Charlotte.

Currently, 5,730 people work as personal financial planners in North Carolina. This is expected to grow 36% to about 7,770 people by 2016. This is better than the national trend for personal financial planners, which sees this job pool growing by about 30.1% over the next eight years. In general, personal financial planners advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, and real estate.

Income for personal financial planners is about $28 hourly or $60,250 annually on average in North Carolina. Nationally, their income is about $33 per hour or $69,050 annually. Personal financial planners earn more than people working in the category of Accounting and Auditing generally in North Carolina and more than people in the Accounting and Auditing category nationally. People working as personal financial planners can fill a number of jobs, such as: money manager, registered representative, and insurance consultant.

In 2008, there were a total of 5,497,808 jobs in North Carolina. The average annual income was $35,249 in 2008, up from $34,865 in 2007. The unemployment rate in North Carolina was 10.6% in 2009, which has grown by 4.4% since the previous year. Approximately 22.5% of North Carolina residents have college degrees, which is lower than the national average.

The top industries in North Carolina include beverage product manufacturing, tobacco manufacturing, and pharmaceutical preparation manufacturing. Notable tourist destinations include the Mint Museum Shops, the City, and the Hezekiah Alexander Homesite.

CITIES WITH Personal Financial Planner OPPORTUNITIES IN North Carolina


JOB DESCRIPTION: Personal Financial Planner

Personal Financial Planner video from the State of New Jersey Dept. of Labor and Workforce Development

In general, personal financial planners advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, and real estate. They also duties include assessing clients' assets, liabilities, and financial objectives to establish investment strategies.

Every day, personal financial planners are expected to be able to articulate ideas and problems. They need to deal with basic arithmetic problems. It is also important that they think through problems and come up with general rules.

Similar jobs with educational opportunities in North Carolina include:

  • Accountant. Analyze financial information and prepare financial reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.
  • Assessor. Appraise real and personal property to determine its fair value. May assess taxes in accordance with prescribed schedules.
  • Auditor. Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.
  • Budget Analyst. Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports for the purpose of maintaining expenditure controls.
  • Cost Analyst. Prepare cost estimates for product manufacturing, construction projects, or services to aid management in bidding on or determining price of product or service. May specialize according to particular service performed or type of product manufactured.
  • Credit Analyst. Analyze current credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with this credit information for use in decision-making.
  • Financial Analyst. Conduct quantitative analyses of information affecting investment programs of public or private institutions.
  • Financial Examiner. Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify correctness of, or establish authenticity of records.
  • Income Tax Advisor. Prepare tax returns for individuals or small businesses but do not have the background or responsibilities of an accredited or certified public accountant.
  • Loan Counselor. Provide guidance to prospective loan applicants who have problems qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions.
  • Loan Officer. Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and methods of payments. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.
  • Real Estate Appraiser. Appraise real property to determine its value for purchase, sales, or loan purposes.
  • Tax Examiner. Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

LOCATION INFORMATION: North Carolina

North Carolina
North Carolina photo by Jan van der Crabben

North Carolina has a population of 9,380,884, which has grown by 16.54% over the past 10 years. Nicknamed the "Tar Heel State," its capital is Raleigh, though its most populous city is Charlotte. In 2008, there were a total of 5,497,808 jobs in North Carolina. The average annual income was $35,249 in 2008, up from $34,865 the preceding year. The unemployment rate in North Carolina was 10.6% in 2009, which has grown by 4.4% since the previous year. Approximately 22.5% of North Carolina residents have college degrees, which is lower than the national average.

The top industries in North Carolina include beverage product manufacturing, tobacco manufacturing, and pharmaceutical preparation manufacturing. Notable tourist destinations include the Mint Hill Country Doctors Museum, the Levine Museum of the New South, and the McGill Rose Garden.