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Associate Financial Planner Jobs in Virginia (NOW HIRING)

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Range

Senior Financial Planner

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Capital One

Sr. Associate, Financial Analysis

Mclean, VA

$86K - $107K/yr

The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support ...

Capital One

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/yr

The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support ...

Capital One

Sr. Associate, Financial Analysis

Richmond, VA

$84K - $105K/yr

Sr. Associate, Financial Analysis We are seeking an analytic problem solver and curiosity-driven ... As a Senior Analyst, Financial Planning & Analysis (FP&A), you will be responsible for financial ...

Capital One

Sr. Associate, Financial Analysis

Mclean, VA

$86K - $107K/yr

Sr. Associate, Financial Analysis We are seeking an analytic problem solver and curiosity-driven ... As a Senior Analyst, Financial Planning & Analysis (FP&A), you will be responsible for financial ...

Capital One

Sr. Associate, Financial Analysis

Richmond, VA

$84K - $105K/yr

Sr. Associate, Financial Analysis We are seeking an analytic problem solver and curiosity-driven ... As a Senior Analyst, Financial Planning & Analysis (FP&A), you will be responsible for financial ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Virginia

Associate Financial Planner information

See Virginia salary details

$45.1K

$83.2K

$111.5K

How much do associate financial planner jobs pay per year?

As of Aug 15, 2026, the average yearly pay for associate financial planner in Virginia is $83,185.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,400.00 and $99,100.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs

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

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

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

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

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

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

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

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

What are popular job titles related to Associate Financial Planner jobs in VA?

For Associate Financial Planner jobs in VA, the most frequently searched job titles are:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Virginia 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 $83,185 per year, or $40 per hour.

Financial Planner

Cary Street Partners Financial LLC

Virginia Beach, VA • On-site

$72K - $96K/yr

Full-time

Posted 14 days ago

Job description

Description:

The Financial Planner helps the Financial Advisors maintain client relationships and accounts. This individual helps prepare and present financial plans to clients and monitors progress toward achieving client goals while maintaining all compliance and customer service standards. The Financial Planner ensures data integrity and prepares reports using various software applications. This position reports to the Branch Office Manager of the Virginia Beach, VA office.


Position Responsibilities and Essential Functions

  • With the Financial Advisor, meets with clients and prospects to discuss and evaluate all aspects of financial planning and services.
  • Builds, strengthens and retains client relationships by proactively meeting and, when possible, exceeding client expectations.
  • Takes a strategic perspective in managing existing client relationships by understanding client goals and concerns and seeking solutions to client needs.
  • Regularly communicates with clients to keep the Financial Advisor appraised of life events and changes in financial circumstances or goals.
  • Provides a consistently positive client experience through excellent service and execution in maintaining client accounts.
  • Displays deep industry knowledge in assisting clients.
  • Participates in client meetings, documents notes and action items in the firm CRM, and follows through to completion.
  • Coordinates with external centers of influence such as CPAs and estate attorneys to deliver a cohesive, family-office client experience.
  • Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, and evaluates risk tolerance.
  • Collaborates with Financial Advisor on portfolio design and is part of the trading process to ensure clients’ portfolios align with their goals/objectives.
  • Develops financial plans for clients using platforms such as eMoney and BlackDiamond.
  • Prepares materials for annual review meetings with clients to discuss investments, strategies, and goals.
  • Prepares client proposals, client books, and presentations.
  • Ensures all industry, SEC, and firm compliance standards are met.
  • Maintains industry qualifications and completes ongoing continuing education requirements.
  • Assists with special projects and other duties as assigned.

Professional Skills and Experience

  • At least three years’ prior experience in financial services, financial planning, or asset management.
  • CFP® certification strongly preferred.
  • Knowledge of SEC rules and related procedures.
  • Knowledge of various custodial, planning and financial services platforms.
  • Bachelors’ degree required.

Personal Attributes

  • Strong verbal and written communication skills to effectively work with clients and colleagues.
  • Collaborative team player with a positive attitude with a team mindset.
  • Have a high level of integrity and the willingness to continuously learn.
  • Ability to work effectively on multiple projects with different associates.
  • Ability to represent the Firm and team in a positive professional manner.
  • Ability to learn new processes quickly, take initiative, and multi-task with minimal supervision; self-starter and driven.
  • Ability to maintain confidentiality.
  • Willingness to travel.
  • Ability to organize and prioritize work with attention to detail.
  • Strong computer skills.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States.

Requirements: