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Associate Financial Planner Jobs in Washington (NOW HIRING)

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

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

Financial Planner

Mclean, VA · On-site

$80 - $120/hr

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

$80 - $120/hr

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

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 ...

Alvarez and Marsal

Senior Associate, FP&A

Washington, DC · Hybrid

$96K - $120K/yr

The Team The Senior Associate, FP&A, Federal Practice is a hands-on finance professional responsible for the financial planning and analysis supporting the Federal Practice, a strategic business unit ...

Alvarez & Marsal

Senior Associate, FP&A

Washington, DC · On-site

$123K - $168K/yr

The Team The Senior Associate, FP&A, Federal Practice is a hands-on finance professional responsible for the financial planning and analysis supporting the Federal Practice, a strategic business unit ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Washington

Associate Financial Planner information

See Washington salary details

$51.5K

$95K

$127.4K

How much do associate financial planner jobs pay per year?

As of Sep 5, 2026, the average yearly pay for associate financial planner in Washington is $95,030.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 and $113,300.00 per year, depending on experience, location, and employer.

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.

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.

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.

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 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.

More about Associate Financial Planner jobs

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

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

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

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

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

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

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Washington as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $95,030 per year, or $45.7 per hour.

Associate Financial Planner

Integrated Partners

Fairfax, VA • On-site

Other

Posted 2 days ago

New

Job description

About Us

At Integrated Financial Partners, we’re transforming lives through personalized wealth management. As a fast-growing, client-centric firm, we deliver exceptional financial solutions with passion and precision. Join our dynamic team and seize the opportunity to launch a rewarding career in wealth management, where your dedication will shape a brighter future for our clients and yourself.

The Opportunity

We’re seeking an Associate Financial Planner to join our team to service our clients and enhance their experience. This role is perfect for a motivated, detail-oriented individual with a genuine passion for helping people and a relentless drive to learn. If you’re hardworking, great with people, and eager to help clients reach their financial goal, this position offers unmatched potential for growth and impact.

What You’ll Do

  • Client Relationship: Build trusted relationships through empathetic, professional interactions with clients. Ensuring client retention and exceptional service.
  • Client Service: Coordinate client meetings, reviews, and follow up activities to ensure we maintain a high level of service.
  • Investment Analysis and Reporting: Support research on market trends and investment options, delivering data-driven insights that tie to the clients specific financial goals.
  • Financial Plan Management: Assist in crafting and maintaining customized financial plans, ensuring precision and alignment with client goals.
  • Technology Improvement: Support the growth of the business through reviewing and implementing the right technology to serve client needs.
  • Support Lead Advisor: Help to grow the business through referrals from existing clients or by providing new services.

Who You Are

  • Passionate & People-Oriented: You’re driven to help clients achieve financial security and thrive on building meaningful connections.
  • Hardworking & Motivated: You embrace challenges with energy and are committed to delivering excellence.
  • Detail-Oriented: You ensure accuracy in every task, from data analysis to client communications.
  • Bachelor’s degree (finance, business, or related field) and industry certifications preferred.

Why Join Us?

  • World-Class Training: Access our comprehensive training program, including hands-on, on-the-job learning to build real-world expertise.
  • Career Acceleration: We support your pursuit of additional industry certifications and training to fast-track your professional growth.
  • Impactful Work: Make a tangible difference in clients’ lives by helping them secure their financial futures.
  • Collaborative Culture: Join a supportive team that values your ideas and invests in your success.

Apply