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Assistant Financial Planner Jobs in Washington (NOW HIRING)

Cesna Recruitment

Sr. FP&A Analyst

Reston, VA · On-site

$89K - $110K/yr

... - Assist in developing dashboards and reporting tools to improve decision-making. Business ... to improve FP&A processes, reporting accuracy, and operational efficiencies. - Support ...

Cesna Recruitment

Sr. FP&A Analyst

Reston, VA · On-site

$89K - $110K/yr

... - Assist in developing dashboards and reporting tools to improve decision-making. Business ... to improve FP&A processes, reporting accuracy, and operational efficiencies. - Support ...

Cesna Group

Sr. FP&A Analyst

Reston, VA · On-site

$50K - $100K/yr

... packages. * - Assist in developing dashboards and reporting tools to improve decision-making ... improve FP&A processes, reporting accuracy, and operational efficiencies. * - Support ...

CFS

FP&A Manager

Columbia, MD · Hybrid

$105K - $120K/yr

FP&A Manager - Hybrid in Columbia, MD Succession Opportunity to Controller/Director of Finance CFS ... Collaborate closely with the accounting team to align forecasting and reporting activities * Assist ...

[solidcore]

FP&A Analyst

Arlington, VA · Hybrid

$85K - $97K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... board of directors * Assist in the preparation of monthly, quarterly, and annual financial ... Planning & Analysis (FP&A), corporate finance, or a related role Compensation and Benefits:

[solidcore]

FP&A Analyst

Arlington, VA · On-site

$85K - $97K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... board of directors * Assist in the preparation of monthly, quarterly, and annual financial ... Planning & Analysis (FP&A), corporate finance, or a related role Compensation and Benefits:

[solidcore]

FP&A Analyst

Arlington, VA · Hybrid

$85K - $97K/yr

... board of directors * Assist in the preparation of monthly, quarterly, and annual financial ... Planning & Analysis (FP&A), corporate finance, or a related role Compensation and Benefits:

CFS

FP&A Manager

Reston, VA · On-site +1

$150K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Support month-end close and financial reporting * Assist with SOX compliance and internal controls * Partner cross-functionally to support business initiatives * Support ERP optimization and ...

KBR

Corporate FP&A Analyst

Washington, DC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Corporate FP&A Analyst We are KBR When you become part of our KBR team, your opportunities are ... Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ...

KBR, Inc.

Corporate FP&A Analyst

Arlington, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Corporate FP&A Analyst We are KBR When you become part of our KBR team, your opportunities are ... Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ...

KBR

Corporate FP&A Analyst

Columbia, MD · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Corporate FP&A Analyst We are KBR When you become part of our KBR team, your opportunities are ... Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ...

KBR

Corporate FP&A Analyst

Arlington, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Corporate FP&A Analyst We are KBR When you become part of our KBR team, your opportunities are ... Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ...

Five Guys

Financial Analyst

Alexandria, VA · Hybrid

$80K - $90K/hr

Provide financial planning, analysis, and recommendations to senior management to support strategic objectives and identify performance improvement opportunities. * Assist with the monthly close ...

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Showing results 21-40

All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Washington

Assistant Financial Planner information

See Washington salary details

$40.2K

$68.7K

$118.4K

How much do assistant financial planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for assistant financial planner in Washington is $68,655.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,700.00 and $77,600.00 per year, depending on experience, location, and employer.

What is an assistant financial planner?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

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

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an assistant financial planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.

What are the most commonly searched types of Financial Planner jobs in Washington?

The most popular types of Financial Planner jobs in Washington are:

What cities in Washington are hiring for Assistant Financial Planner jobs?

Cities in Washington with the most Assistant Financial Planner job openings:

Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $68,655 per year, or $33 per hour.

Sr. FP&A Analyst

Cesna Recruitment

Reston, VA • On-site

$89K - $110K/yr

Full-time

Re-posted 9 days ago

Job description

The Senior Analyst, Financial Planning & Analysis, will support financial planning, forecasting, reporting, and strategic business analysis across the organization. This role serves as a key finance partner to business leaders and works closely with StarKist leadership as well as international stakeholders.

The ideal candidate will possess strong financial modeling and analytical skills, excellent business acumen, and the ability to communicate complex financial information to diverse audiences. Due to frequent interaction with Korean-speaking stakeholders and international business partners, fluency in both English and Korean (written and verbal) is required.

This position requires the ability to travel domestically and internationally to support business operations, planning activities, and strategic initiatives.

[Job Description]

PRINCIPAL ACCOUNTABILITIES ? List the activities you perform on a regular basis. Identify the major end result your position is expected to achieve for each of these activities.

Financial Planning & Forecasting

- Support the annual budgeting process, long-range planning, and monthly forecasting activities.

- Develop and maintain financial models to evaluate business performance, risks, and opportunities.

- Analyze revenue, volume, pricing, margins, operating expenses and capital expenditures.

- Partner with department leaders to develop budgets and forecasts aligned with organizational objectives.

- Identify trends, risks, and opportunities and provide actionable recommendations.

Financial Reporting & Analysis

- Prepare monthly, quarterly and annual financial reports and presentations for executive leadership.

- Conduct variance analysis comparing actual results against budget, forecast, and prior year performance.

- Monitor key performance indicators (KPIs) and provide insights to improve financial and operational results.

- Support the preparation of board, executive, and parent company reporting packages.

- Assist in developing dashboards and reporting tools to improve decision-making.

Business Partnership & Strategic Support

- Serve as a finance business partner to functional leaders across the organization.

- Evaluate business cases, investment opportunities, pricing initiatives, and cost-saving projects.

- Support cross-functional initiatives involving Supply Chain, Operations, Sales, Marketing, Procurement, and R&D.

- Participate in strategic planning activities and special projects as assigned.

Global Coordination

- Collaborate with Korean-speaking stakeholders and parent company leadership to support reporting, planning, and business initiatives.

- Translate and communicate financial information effectively between U.S. and Korean business teams.

- Support financial requests and analyses related to international operations and global projects.

- Assist in preparing materials and presentations for Korean executive leadership.

Compliance & Process Improvement

- Ensure compliance with company policies, financial controls, and reporting requirements.

- Identify opportunities to improve FP&A processes, reporting accuracy, and operational efficiencies.

- Support implementation and enhancement of financial planning systems and reporting tools.

Requirements

- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.

- 3-5 years of progressive experience in FP&A, corporate finance, financial analysis, or related disciplines.

- Fluency in English and Korean, including the ability to communicate financial concepts professionally in both languages.

- Strong financial modeling, forecasting, budgeting, and analytical skills.

- Advanced proficiency in Microsoft Excel and PowerPoint.

- Experience in preparing executive-level presentations and financial reports.

- Strong business partnering and communication skills.

- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

- SAP experience

- Ability and willingness to travel domestically and internationally up to 20?30%.

- MBA, CPA, CMA, or other relevant professional certification.

- Experience working within a multinational or global organization.

- Experience supporting manufacturing, consumer packaged goods (CPG), food production, or supply chain environments.

- Experience with ERP, Power BI, and financial planning software.

- Familiarity with international business operations and cross-cultural collaboration.