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Associate Financial Advisor Jobs in Springfield, VA

Capital One

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/yr

... advise senior leaders. This role will also contribute to the storytelling that ultimately goes to the Finance Senior Leadership team. As a Senior Financial Analyst, you will have the opportunity to ...

Capital One

Sr. Associate, Financial Analysis

Mclean, VA

$86K - $107K/yr

... advise senior leaders. This role will also contribute to the storytelling that ultimately goes to the Finance Senior Leadership team. As a Senior Financial Analyst, you will have the opportunity to ...

LPL Financial

Wealth Associate

Rockville, MD · Remote

$80K - $134K/yr

The Wealth Associate helps the advisor maintain his or her practice and deliver positive results ... Responsibilities: * Assist Financial Advisors in investment research and financial planning

Wells Fargo

Registered Client Associate

Washington, DC · On-site

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of ... Facilitate Financial Advisor and client requests for account related information and/or quotes ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Springfield, VA

Associate Financial Advisor information

See Springfield, VA salary details

$40.2K

$70.1K

$117.5K

How much do associate financial advisor jobs pay per year?

As of Jul 20, 2026, the average yearly pay for associate financial advisor in Springfield, VA is $70,147.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,800.00 and $86,200.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Springfield, VA? The most popular types of Financial Advisor jobs in Springfield, VA are:
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What cities near Springfield, VA are hiring for Associate Financial Advisor jobs? Cities near Springfield, VA with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Senior Associate, Financial Planning & Analysis

Senior Associate, Financial Planning & Analysis

Capital One

Mclean, VA

$86K - $107K/yr

Full-time

Posted 12 days ago

Capital One rating

7.8

Company rating: 7.8 out of 10

Based on 143 frontline employees who took The Breakroom Quiz

76th of 149 rated banks

Job description

Senior Associate, Financial Planning & Analysis

Capital One is seeking a motivated professional to join the FP&A Tech Finance team as a Senior Associate supporting Enterprise Data (eData). As a Senior Associate, you will serve as a dedicated finance business partner to this dynamic organization. You will advise leaders on strategic decisions, challenge the status quo, and improve our current processes to make them more proactive, effective, and efficient.

About the Enterprise Data (eData) Team

Since the beginning, Capital One has leveraged data to drive strategic decisions and create value for customers. The Enterprise Data (eData) organization is at the heart of this mission, building a modern data ecosystem of platforms, products, and processes. Our goal is to ensure data is well-managed, easy to govern, and easy to find, understand, and use so the business can deliver real-time, intelligent experiences. You will support teams that are responsible for some of the most impactful work at Capital One.

Key Responsibilities

  • Strategic OpEx Management: Manage core monthly financial processes for your aligned business partners, including budgeting, forecasting, variance analysis, and management reporting.

  • Executive Advising & Storytelling: Analyze financial results and key business drivers to surface actionable insights, translate complex data into clear narratives within the context of business priorities, and advise senior leadership.

  • Financial Modeling & Business Cases: Build robust models, coordinate data collection across departments, and ensure data accuracy to help partners meet their financial objectives.

  • Cross-Functional Partnership: Build strong relationships across the organization to support Product, Technology, and Design on strategic projects. Leverage financial insights to influence decision-making, present analytical outcomes to senior audiences, and seamlessly manage ad-hoc requests.

  • Process Excellence & Improvement: Develop new methodologies, build streamlined reports, and provide better transparency into financial results.

What You Bring to the Team

  • Intellectually Curious & Transparent: High personal and professional integrity, coupled with a willingness to dig into anything and everything to find the truth through data, objectively evaluate outcomes, and continuously develop technical skills (e.g., SQL, Tableau, Python).

  • Strategic-Minded & Proactive: A strong business sense with an intrinsic drive to anticipate business needs, independently manage priorities, and see the bigger picture beyond the numbers to maintain a high bar for excellence.

  • Structured Thinker & Strong Communicator: A low-ego team player who can distill complex financial problems into digestible insights, influence cross-functionally, and collaborate seamlessly.

Basic Qualifications

  • Bachelor's Degree or military experience

  • At least 2 years of experience in financial analysis

  • At least 1 years of experience with financial modeling

  • At least 1 year of experience in a Financial Planning function

Preferred Qualifications

  • Quantitative Bachelor's Degree (Finance, Accounting, Economics, Math, or Engineering)

  • Master's Degree in Business Administration (MBA), Finance, Economics, or Accounting

  • Chartered Financial Analyst (CFA) designation or Certified Public Accountant (CPA) license

  • 3+ years of financial analysis and modeling experience

  • 2+ years in a Financial Planning function

  • 2+ years of experience in management or business consulting

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

McLean, VA: $96,500 - $110,100 for Sr. Financial Analyst


New York, NY: $105,300 - $120,100 for Sr. Financial Analyst


Richmond, VA: $87,700 - $100,100 for Sr. Financial Analyst









Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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