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Associate Financial Planner Jobs in Washington (NOW HIRING)

The AES Corporation

Senior Associate FP&A

Arlington, VA · On-site

$98K - $122K/yr

The FP&A Analyst's duties will include the following (other duties may be assigned): Forecasting & budgeting: * Coordinate with strategic business units (SBUs) to receive timely and accurate inputs ...

IPL (Indiana)

Senior Associate FP&A

Arlington, VA · On-site

$98K - $122K/yr

The FP&A Analyst's duties will include the following (other duties may be assigned): Forecasting & budgeting: * Coordinate with strategic business units (SBUs) to receive timely and accurate inputs ...

Range

Senior Financial Planning Associate

Mclean, VA · On-site

If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you. This role is based at Range's Headquarters in McLean, VA.

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 ...

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Showing results 21-40

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 Aug 16, 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 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 Washington 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 $95,030 per year, or $45.7 per hour.

Associate - Financial Analyst

Blake Willson Group

Springfield, VA • On-site

Full-time

Re-posted 24 days ago

Job description

Harnessing Technology to Improve Financial Stewardship for the Welfare, Defense, and Security of Our Nation
Blake Willson Group (BWG) unites deep domain experts with technologists who leverage industry-leading financial management solutions to address the most critical mission objectives. Headquartered in the National Capital Region, the firm delivers measurable outcomes through technology-forward strategies and advanced solutions that drive mission success.
Blake Willson Group has a distinguished track record of exceptional performance, achieving operational efficiencies that allow our clients to do more with less. BWG has earned the confidence of its clients by consistently exceeding expectations through its unwavering commitment to best value solutions, implemented with speed.
Job Location:
This role is 100% onsite and can be based in Springfield, VA; Arnold, MO; or St. Louis, MO.
Clearance:
Must have an active TS/SCI Security Clearance.
Job Description:
In this position as a Financial Analyst, you will provide mission-critical support within a large, enterprise-level federal program environment. This role supports complex and evolving mission requirements across multiple functional disciplines. In this position, you will also:
  • Provide support across one or more of the following domains: Total Lifecycle Acquisition Support, Business Operations and Program Support, and Financial and Budget Management Analysis
  • Contribute to acquisition planning and execution activities, including market research, cost estimation, and development of acquisition documentation (e.g., SOWs, PWS, acquisition plans)
  • Support program and project management efforts, including risk management, requirements management, and performance tracking (e.g., Earned Value Management)
  • Assist in source selections, milestone reviews, and task order or change proposal development
  • Provide business operations support, including process improvement, organizational change management, workforce planning, and communications
  • Deliver financial and budgetary support, including audit readiness, budget formulation and execution, cost analysis, and financial system support
  • Support data management, reporting, and continuous process improvement initiatives across the enterprise
  • Ensure compliance with security and information assurance requirements in classified environments (SCIFs)
  • Collaborate with government stakeholders to enhance operational efficiency, agility, and mission effectiveness
  • Adapt to evolving mission needs and provide flexible, high-quality support across functional areas

Required Skills:
  • Bachelor's degree in Accounting, Finance, Business, or a related field.
  • 2+ years of experience supporting federal, DoD, or Intelligence Community programs in acquisition, business operations, or financial management.
  • Experience supporting one or more of the following functional areas:
    • Total Lifecycle Acquisition Support (e.g., acquisition planning, source selection, cost estimation, program management support).
    • Business Operations and Program Support (e.g., business process analysis, organizational change management, workforce planning).
    • Financial and Budget Management Analysis (e.g., budgeting, audit support, cost estimation, financial systems support).

Desired Skills:
  • Experience working in classified environments and adhering to security protocols.
  • Strong analytical, problem-solving, and communication skills.
  • Ability to operate in a fast-paced, evolving mission environment and support multiple priorities.
  • Experience supporting Intelligence Community or other federal national security customers.
  • Experience with financial systems, data analysis, and process automation.
  • Project Management Professional (PMP), Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), Certified Defense Financial Manager (CDFM), or similar certifications are desired, but not required.

The statements above describe the general nature and level of work anticipated for this role. They are not intended to be an exhaustive list of all duties, responsibilities, or skills required. Blake Willson Group reserves the right to modify, assign, or add job-related responsibilities as business needs require. Where feasible, reasonable accommodations may be provided for individuals to perform essential job functions.
Blake Willson Group is an Equal Employment Opportunity (EEO) employer and is committed to maintaining a professional, respectful, and harassment-free workplace. All employment decisions are based on business needs, qualifications, and merit. We comply with all applicable federal, state, and local employment laws and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other legally protected status. Blake Willson Group prohibits unlawful discrimination, harassment, and retaliation.
Blake Willson Group complies with federal equal employment opportunity requirements. The "Know Your Rights: Workplace Discrimination Is Illegal" poster is available to applicants and employees. View the official poster here: Know Your Rights: Workplace discrimination is illegal
If you require a reasonable accommodation during the application process, please contact us at 202-381-0603, Ext. 3.
Blake Willson Group participates in E-Verify to confirm employment eligibility and will provide the federal government with your Form I-9 information to verify authorization to work in the United States.

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