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Assistant Financial Planner Jobs in Washington (NOW HIRING)

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

Description Markon is building a talent pool of FP&A Analysts to support future Intelligence ... Further assist in financial statement preparation by identifying and mitigating variances, errors ...

Senior FP&A Analyst

Alexandria, VA · On-site

$91K - $114K/yr

... Assist with long-range financial planning and multi-year forecasting Monitor key financial and operational metrics and provide recommendations to improve financial performance Conduct ad hoc ...

FP&A Analyst

Chantilly, VA · On-site

$170K - $190K/yr

Markon is building a talent pool of FP&A Analysts to support future Intelligence Community customer ... Further assist in financial statement preparation by identifying and mitigating variances, errors ...

FP&A Analyst

Chantilly, VA · On-site

$170K - $190K/yr

Description Markon is building a talent pool of FP&A Analysts to support future Intelligence ... Further assist in financial statement preparation by identifying and mitigating variances, errors ...

... planning and investment management services to clients, contributing to the growth and retention of the practice. Responsibilities: * Assist senior financial advisors in developing and implementing ...

Showing results 41-60

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 30, 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 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 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 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 most commonly searched types of Financial Planner jobs in Washington?

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

Infographic showing various Assistant Financial Planner job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 10% Part Time, 2% Temporary, and 6% Contract. Highlights an 83% Physical, 4% Hybrid, and 13% Remote job distribution, with an average salary of $68,655 per year, or $33 per hour.

Financial Planning & Analysis Mgr - 90117544 - Washington, Philadelphia

Washington, DC • On-site


Amtrak
Travel Arrangement Services • 10K+ employees

8.1

Company rating: 8.1 out of 10

Based on 148 frontline employees who took The Breakroom Quiz

39th of 99 rated public transport

Great coworkers

People enjoy working here

Good employer


Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New


Job description

Your success is a train ride away!

As we move America's workforce toward the future, Amtrak connects businesses and communities across the country. We employ more than 20,000 diverse, energetic professionals in a variety of career fields throughout the United States. The safety of our passengers, our employees, the public and our operating environment is our priority, and the success of our railroad is due to our employees.

Are you ready to join our team?

Our values of 'Do the Right Thing, Excel Together and Put Customers First' are at the heart of what matters most to us, and our Core Capabilities, 'Building Trust, Accountability, Effective Communication, Customer Focus, and Proactive Safety & Security' are what every employee needs to know and do to be most impactful at Amtrak. By living the Amtrak values, focusing on our capabilities, and actively embracing and fostering diverse ideas, backgrounds, and perspectives, together we will honor our past and make Amtrak a company of the future.

Job Summary

This role will support, develop, and maintain relationships with the Government Affairs & Corporate Communications, Strategy & Planning, and Commercial departments, establish a timely review of current financial performance, and analyze cost control opportunities. This position will be responsible for enterprise-wide financial analysis and preparation of the annual budget, 5-year operating and capital long-range plans, monthly forecasting and variance-to-plan analysis. Responsibilities include extensive coordination with finance business partners as well as Executive/Senior Leadership Teams to participate in the development of assumptions.

This position can be located in Washington, DC or Philadelphia, PA.

Essential Functions
  • Act as liaison between the departments' finance functions and finance leadership
  • Prepare and submit the monthly operating and capital accruals for the departments
  • Develop and coordinate inputs for the annual and multi-year operating budgets, capital budgets, and legislative request documents as applicable
  • Prepare and deliver regular and timely reporting, financial analyses, and other insights, and support the strategic financial planning and analysis process
  • Support the achievement of strategic goals and objectives by monitoring, analyzing, and reporting progress of actual vs. budget and forecast results
  • Prepare monthly operating and capital forecasts by coordinating with business partners in the departments and submitting to the FP&A consolidations group by the prescribed deadlines
  • Identify and provide explanations for variances between actual and budgeted financial results at the end of each reporting period
  • Present annual budgets to senior managers to forecast future budget needs
  • Ensure department managers meet budget submission deadlines
  • Routinely communicate with the departments regarding financial performance trends, historical and forecasted, using appropriate variance analysis. Identify trends, develop analyses, key actions, and strategic implications
  • Assist in the preparation and review of monthly financial packages for executive management
  • Assist with ad hoc analysis projects ranging in scope
Minimum Qualifications
  • Bachelor's Degree in Finance, Accounting, Economics or related discipline, or equivalent combination of education, training and/or relevant experience
  • Plus 7 years of relevant work experience
Preferred Qualifications
  • MBA or Master's degree in Finance, Accounting, Economics or related discipline
  • Plus 9 years of relevant work experience
  • Ability to prioritize and manage deliverables and work as a team
  • Knowledge of railroads or other transportation industries
Knowledge, Skills, and Abilities
  • Experience in financial planning & analysis
  • Experience using Enterprise Resource Planning (ERP) systems
  • Demonstrated skills using Microsoft Office, intermediate (or higher) proficiency in Excel
  • Experience in the creation and gathering of documentation to support results and calculations
  • Demonstrated ability to work effectively within a cross-functional teamwork environment
  • Proven ability to effectively interface with individuals at various levels within the organization to exchange information, work cooperatively, facilitate understanding, and persuade and influence others
  • Experience effectively communicating financial concepts to financial and non-financial audiences
  • Strong financial modeling and analytical skills
  • Experience with SAP and reportting/forecasting tools such as SAP BPC or Hyperion

The salary/hourly range is $113,200.00 - $146,664.00. Pay is based on several factors including but not limited to education, work experience, certifications, etc. Depending on an employee's assigned worksite or location, Amtrak may consider a geo-pay differential to be applied to the employee's base salary. Amtrak may offer additional incentive and pay programs to recognize and reward our employees, including a short-term incentive bonus based upon factors such as individual and company performance that is commensurate with the level of the position. 

Health and Wellbeing Financial and Retirement Work and Family Life Support Health, Dental, and Vision Insurance 401K with Employer Match Generous Paid Time Off  Wellness Programs Railroad Retirement Benefits Paid Caregiving Days and Backup Care Health Savings Account Public Service Student Loan Forgiveness Fertility and Family Building Benefits No-cost Personal Health Advocate Student Loan Assistance Adoption and Surrogacy Assistance Medical Plan Opt-out Credit Tuition and Education Reimbursement Paid Family Leave   Life Insurance Rail Pass Privileges   Short- and Long-term Disability Insurance Employee Assistance Program   No-cost Financial Advisor Sessions Commuter and Flexible Spending Accounts

Learn more about our benefits offerings here.

Requisition ID:167091

Work Arrangement:06-Onsite 4/5 Days Click here for more information about work arrangements at Amtrak.
Relocation Offered:No
Travel Requirements:Up to 25%

You power our progress through your performance.

We want your work at Amtrak to be more than a job. We want your career at Amtrak to be a fulfilling experience where you find challenging work, rewarding opportunities, respect among colleagues, and attractive compensation. Amtrak maintains a culture that values high performance and recognizes individual employee contributions.


Amtrak is committed to a safe workplace free of drugs and alcohol. All Amtrak positions requires a pre-employment background check that includes prior employment verification, a criminal history check and a pre-employment drug screen.

Candidates who test positive for marijuana will be disqualified, regardless of any state or local statute, ordinance, regulation, or other law that legalizes or decriminalizes the use or possession of marijuana, whether for medical, recreational, or other use. Amtrak's pre-employment drug testing program is administered in accordance with DOT regulations and applicable law.


In accordance with DOT regulations (49 CFR 40.25), Amtrak is required to obtain prior drug and alcohol testing records for applicants/employees intending to perform safety-sensitive duties for covered Department of Transportation positions. If an applicant/employee refuses to provide written consent for Amtrak to obtain these records, the individual will not be permitted to perform safety-sensitive functions.

In accordance with federal law governing security checks of covered individuals for providers of public transportation (Title 6 U.S.C. 1143), Amtrak is required to screen applicants for any permanent or interim disqualifying criminal offenses.


Note that any education requirement listed above may be deemed satisfied if you have an equivalent combination of education, training and experience.


Amtrak is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race/color, to include traits historically associated with race, including but not limited to, hair texture and hairstyles such as braids, locks and twists, religion, sex (including pregnancy, childbirth and related conditions, such as lactation), national origin/ethnicity, disability (intellectual, mental and physical), veteran status, marital status, ancestry, sexual orientation, gender identity and gender expression, genetic information, citizenship or any other personal characteristics protected by law.


Amtrak logo

About Amtrak

Sourced by ZipRecruiter

As we move America's workforce toward the future, Amtrak connects businesses and communities across the country. We employ more than 20,000 diverse, energetic professionals in a variety of career fields throughout the United States. The safety of our passengers, our employees, the public and our operating environment is our priority, and the success of our railroad is due to our employees.

Industry

Travel arrangement services

Company size

10,000+ Employees

Headquarters location

Washington, DC, US

Year founded

1971


What Amtrak employees say

Pay

Benefits

Hours and flexibility

Workplace

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