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Associate Financial Consultant Jobs in Virginia (NOW HIRING)

Magellan Health Services

$58K - $93K/yr

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... Consultant (ChFC). General Job Information Title Personal Financial Counselor, PFC, Joint Base ...

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All JobsAssociate Financial Consultant JobsAssociate Financial Consultant Jobs in Virginia

Associate Financial Consultant information

See Virginia salary details

$45.1K

$103K

$172.5K

How much do associate financial consultant jobs pay per year?

As of Aug 17, 2026, the average yearly pay for associate financial consultant in Virginia is $102,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,300.00 and $123,900.00 per year, depending on experience, location, and employer.

What are some typical challenges faced by an associate financial consultant in their first year on the job?

In their first year, Associate Financial Consultants often face challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, goal-oriented environment. They must quickly develop strong communication skills to explain financial concepts clearly to clients and foster trust. Additionally, balancing client service with ongoing training and compliance requirements can be demanding, but these experiences are essential for long-term career growth in financial consulting.

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

To thrive as an Associate Financial Consultant, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM tools, and certifications such as the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly help build trust with clients. These skills and qualifications are crucial for delivering sound financial advice, ensuring regulatory compliance, and developing long-term client relationships.

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

AspectAssociate Financial ConsultantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentEntry-level role in financial firms, supporting senior staffClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in investment firms, banks, and financial services companiesCommon across independent practices, banks, and advisory firms

The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.

What does an associate financial consultant do?

An associate financial consultant assists clients with financial planning, investment strategies, and portfolio management under the supervision of senior consultants. They analyze financial data, prepare reports, and use financial tools to help clients achieve their financial goals, often requiring relevant certifications and strong analytical skills.

What are the most commonly searched types of Financial Consultant jobs in Virginia?

The most popular types of Financial Consultant jobs in Virginia are:

What are popular job titles related to Associate Financial Consultant jobs in Virginia?

For Associate Financial Consultant jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Associate Financial Consultant jobs in Virginia look for?

The top searched job categories for Associate Financial Consultant jobs in Virginia are:

What cities in Virginia are hiring for Associate Financial Consultant jobs?

Cities in Virginia with the most Associate Financial Consultant job openings:

Associate Financial Consultant jobs near you
Infographic showing various Associate Financial Consultant job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $102,986 per year, or $49.5 per hour.

Senior Associate, Financial Planning & Analysis - Strategic Tech Finance

Capital One

Richmond, VA

$84K - $105K/yr

Full-time

Re-posted 26 days ago

Capital One rating

7.7

Company rating: 7.7 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

91st of 171 rated banks

Job description

Senior Associate, Financial Planning & Analysis - Strategic Tech Finance

Provide financial support for the FP&A Tech Strategy Finance team, including development of methodologies and processes that provide transparency to financial results, analyzing current financial results to identify and address evolving business issues and opportunities, and supporting Capital One’s Tech function as they plan for new initiatives. 


Role requires strong communication, problem solving, ability to collaborate cross-functionally, and strong influencing skills in order to effectively:

  • Articulate outcomes of analysis and relevant insights

  • Partner with business leadership to assess the financial implications of various initiatives.

  • Develop presentations to communicate business and analysis results to senior leadership audiences

General Responsibilities:

  • Financial analysis & reporting: Accurately analyze & explain key drivers and manage the regular reporting process

  • Budgeting, forecasting, and Profit & Loss (P&L) management

  • Executive business presentations: Assist in development of presentations to communicate analysis results to senior audiences; clearly articulate outcomes of analysis to leadership teams

  • Ad-hoc requests on acquisition related topics

  • Independently manage, prioritize, and delegate tasks

  • Act as project lead for certain responsibilities on the team


Basic Qualifications:

  • Bachelor’s Degree or military experience

  • At least 2 years of  experience in financial analysis

  • At least 2 years of experience with financial modeling

  • At least 1 year of experience supporting a Financial Planning & Analysis (FP&A) function


Preferred Qualifications:

  • 3+ years of experience in financial analysis

  • 3+ years of experience with financial modeling

  • 2+ years of experience supporting a Financial Planning & Analysis (FP&A) function

  • 2+ years of “Big 4” consulting experience


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 the Capital 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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