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Associate Financial Planner Jobs in Virginia (NOW HIRING)

GDIT

FINANCIAL ANALYST ASSOCIATE

Falls Church, VA · Hybrid

$25.63 - $34.50/hr

Financial Data, Financial Planning, Forecasting Certifications: None Experience: 0 + years of related experience US Citizenship Required: No FINANCIAL ANALYST ASSOCIATE Contribute to the strategic ...

NFP Corp

Associate, Advisor

Reston, VA · On-site

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Provide support to Advisors in all areas of financial planning. * Initiate and field client calls ...

NFP Corp

Associate, Advisor

Reston, VA · On-site

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Provide support to Advisors in all areas of financial planning. * Initiate and field client calls ...

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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

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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 ANALYST ASSOCIATE

GDIT

Falls Church, VA • Hybrid

$25.63 - $34.50/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

General Dynamics Information Technology rating

7.8

Company rating: 7.8 out of 10

Based on 63 frontline employees who took The Breakroom Quiz

87th of 224 rated it services

Job description

Type of Requisition:

Regular

Clearance Level Must Currently Possess:

None

Clearance Level Must Be Able to Obtain:

None

Public Trust/Other Required:

None

Job Family:

Finance

Job Qualifications:

Skills:

Financial Data, Financial Planning, Forecasting

Certifications:

None

Experience:

0 + years of related experience

US Citizenship Required:

No

Job Description:

FINANCIAL ANALYST ASSOCIATE
Contribute to the strategic direction of the business and support impactful mission outcomes as a Financial Analyst Associate at GDIT. Here, you'll enable the success of the most critical government missions and the growth of a meaningful career in Finance.
MEANINGFUL WORK AND PERSONAL IMPACT
As a Financial Analyst Associate, the work you'll do at GDIT will be impactful to the mission. You will play a crucial role in the Air & Space Force Business Area.
Lead/Manage/Support multiple programs from a financial stand point
Collaborate with operations and other support functions to manage all aspects of finance at the program level
Drive key outcomes in relation to orders, revenue, margin, DSO, etc... to meet fiscal year goals
Utilize Oracle, OAS, Hyperion, Minerva, etc.. to manage programs
WHAT YOU'LL NEED TO SUCCEED
Bring your financial expertise and drive for innovation to GDIT. The Financial Analyst Associate must have:
Education: Bachelor's degree
Experience: 0+ years of related experience

Required Technical Skills: Microsoft Office Suite and Financial Systems (Oracle, OBIEE)
Required Skills and Abilities: Communication skills, Written Communication Skills, Financial Analysis skills
GDIT IS YOUR PLACE
At GDIT, the mission is our purpose, and our people are at the center of everything we do.
Growth: AI-powered career tool that identifies career steps and learning opportunities
Support: An internal mobility team focused on helping you achieve your career goals
Rewards: Comprehensive benefits and wellness packages, 401K with company match, and competitive pay and paid time off
Flexibility: Full-flex work week to own your priorities at work and at home
Community: Award-winning culture of innovation and a military-friendly workplace
OWN YOUR OPPORTUNITY
Explore a career at GDIT and you'll find endless opportunities to grow alongside colleagues who share your ambition to deliver your best work.

The likely hourly rate for this position is between $25.63 - $34.50. This is not, however, a guarantee of compensation or salary. Rather, salary will be set based on experience, geographic location and possibly contractual requirements and could fall outside of this range.

Scheduled Weekly Hours:

40

Travel Required:

Less than 10%

Telecommuting Options:

Remote

Work Location:

USA VA Falls Church

Additional Work Locations:

Total Rewards at GDIT:

Our benefits package for all US-based employees includes a variety of medical plan options, some with Health Savings Accounts, dental plan options, a vision plan, and a 401(k) plan offering the ability to contribute both pre and post-tax dollars up to the IRS annual limits and receive a company match. To encourage work/life balance, GDIT offers employees full flex work weeks where possible and a variety of paid time off plans, including vacation, sick and personal time, holidays, paid parental, military, bereavement and jury duty leave. To ensure our employees are able to protect their income, other offerings such as short and long-term disability benefits, life, accidental death and dismemberment, personal accident, critical illness and business travel and accident insurance are provided or available. We regularly review our Total Rewards package to ensure our offerings are competitive and reflect what our employees have told us they value most.

Our Identify Verification Process:

As part of the hiring process, we will ask you to complete an identity verification process that leverages advanced biometrics and artificial intelligence to ensure authenticity and protect against identity fraud. You are expected to be on camera during virtual interviews. We reserve the right to take your picture to verify your identity and prevent fraud. By proceeding, you authorize the collection, processing, and use of your biometric data for identity verification and security purposes.

About our Work:

We are GDIT. A global technology and professional services company that delivers technology solutions and mission services to every major agency across the U.S. government, defense and intelligence community. Our 26,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. We operate across 50+ countries worldwide, offering leading mission-ready capabilities in AI, cloud, cyber and software development.Join our Talent Community to stay up to date on our career opportunities and events at

gdit.com/tc.

Equal Opportunity Employer / Individuals with Disabilities / Protected Veterans

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About General Dynamics Information Technology

Sourced by ZipRecruiter

GDIT is a global technology and professional services company that delivers technology solutions and mission services to every major agency across the U.S. government, defense, and intelligence community. Its 30,000 experts extract the power of technology to create immediate value and deliver solutions at the edge of innovation. The company operates across 50+ countries worldwide, offering leading capabilities in digital modernization, AI/ML, cloud, cyber, and application development.

Industry

It services

Company size

10,000+ Employees

Headquarters location

Falls Church, VA, US

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