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Assistant Financial Planner Jobs in Silver Spring, MD

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

Be an active part of a collaborative team and share best practices * Assist our engineering and ... Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), ...

Range

Senior Financial Planner

Mclean, VA · On-site

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management ... Be an active part of a collaborative team and share best practices * Assist our engineering and ...

Cherry Bekaert

FP&A Analyst 16819247

Washington, DC · On-site

FP&A Analyst Location: Hybrid - Washington, DC Employment Type: Full-Time Overview Cherry Bekaert ... Key Responsibilities * Assist with budgeting, forecasting, and monthly financial analysis * Prepare ...

Cherry Bekaert

FP&A Analyst 16819243

Fairfax, VA · On-site

FP&A Analyst Location: Hybrid - Fairfax, VA Employment Type: Full-Time Overview Cherry Bekaert ... Key Responsibilities * Assist with budgeting, forecasting, and monthly financial analysis * Prepare ...

Cherry Bekaert

FP&A Analyst 16819225

Arlington, VA · On-site

FP&A Analyst Location: Hybrid - Arlington, VA Employment Type: Full-Time Overview Cherry Bekaert ... Key Responsibilities * Assist with budgeting, forecasting, and monthly financial analysis * Prepare ...

Cherry Bekaert

FP&A Analyst 16819251

Bethesda, MD · On-site

FP&A Analyst Location: Hybrid - Bethesda, MD Employment Type: Full-Time Overview Cherry Bekaert ... Key Responsibilities * Assist with budgeting, forecasting, and monthly financial analysis * Prepare ...

Hogg

Financial Planning & Reporting Manager

Fairfax, VA · On-site

$104K - $141K/yr

TITLE: Financial Planning & Reporting Manager POSITION OVERVIEW OPNX Talent seeks to fill the ... Other (5%) Assist with federal/single and financial statement audit for multiple entities and ...

Hogg

Financial Planning & Reporting Manager

Fairfax, VA · On-site +1

$75K - $95K/yr

TITLE: Financial Planning & Reporting Manager POSITION OVERVIEW OPNX Talent seeks to fill the ... Other (5%) • Assist with federal/single and financial statement audit for multiple entities and ...

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Silver Spring, MD

Assistant Financial Planner information

See Silver Spring, MD salary details

$36.6K

$62.5K

$107.7K

How much do assistant financial planner jobs pay per year?

As of Aug 9, 2026, the average yearly pay for assistant financial planner in Silver Spring, MD is $62,473.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,900.00 and $70,600.00 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 Silver Spring, MD? The most popular types of Financial Planner jobs in Silver Spring, MD are:
What cities near Silver Spring, MD are hiring for Assistant Financial Planner jobs? Cities near Silver Spring, MD with the most Assistant Financial Planner job openings:
Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Silver Spring, MD 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 $62,473 per year, or $30 per hour.

Financial Planner

Range

Mclean, VA • On-site

$76K - $103K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 12 days ago

Job description

At Range, we're building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let's create it together.
We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We're growing fast while still small enough that everyone's work is visible and impactful.
About the role
We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.
But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Seattle. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment.
What you'll do with us
  • Gain a deep understanding of our members' unique needs and aspirations to confidently advise them on their financial goals
  • Build and implement iterative financial plans and wealth strategies
  • Maintain an in-depth understanding of financial planning, investments, and tax planning
  • Be an active part of a collaborative team and share best practices
  • Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
  • Research and present investment strategies
  • Coordinate tax filing and estate planning

What will set you apart
  • Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
  • 4-8+ years experience in a client-facing financial services roles
  • Experience with in depth tax planning and building tax projections for clients
  • Significant experience in delivering financial advice directly to consumers
  • Exceptional investment acumen and knowledge of broader planning topics
  • Significant experience using financial services technology
  • Interest in or passion for the tech space, and a desire to change the industry
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred

Benefits
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • Hybrid work environment opportunities available for select employees
  • PTO
  • Top of Market Pay
  • Paid parental leave
  • In-person team & company events

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

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