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Associate Financial Planner Jobs in Washington (NOW HIRING)

Trident LLC

Associate Financial Analyst

Arlington, VA · On-site

$64 - $86/hr

Participate in the budgeting, forecasting, and strategic planning process for all segments, providing financial insights and recommendations. * Support in development and maintenance of KPI ...

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.

Idtus

Associate Program Financial Analyst

Arlington, VA · On-site

$80 - $105/hr

Associate Program Financial Analyst Department: Business Strategy Employment Type: Full Time ... The individual will be responsible for control functions including planning, tracking, forecasting ...

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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:

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

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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 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.

Senior Associate, Financial Planning & Analysis

HITT Contracting Inc

Washington, DC • On-site

$77 - $112/hr

Other

Medical, Dental, Vision, Retirement

Posted 4 days ago

Key responsibilities

  • Support the strategic planning process by developing the annual operating plan, quarterly forecast, and monthly account analysis.

  • Work closely with department heads and office leaders to understand operating expenses and communicate progress through research and trend reporting.

  • Review and analyze financial information to provide insights for business decisions and assist with financial reporting and process improvements.

Job description

Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT.

Senior Associate, Financial Planning & Analysis Job Description:

The FP&A Senior Associate will play an active role in departmental performance through monthly reporting, quarterly forecasting, and annual budgeting processes to monitor and analyze the company’s operating expenses. The ideal candidate will leverage strong finance and accounting experience to explore historical financial data, predict future results and expand current reporting capabilities. They will challenge the status quo to drive business improvement and should be a proactive self-starter that is driven and able to balance multiple competing priorities.

Responsibilities
  • Support the strategic planning process with the development of the annual operating plan, quarterly forecast, and monthly account analysis.
  • Work closely with department heads and office leaders to understand their operating expenses and communicate progress through proactive insightful research and trend reporting.
  • Review and analyze financial information to drive insights for optimal business decisions.
  • Ensure accuracy of cost allocation across the company, track expenses and assist with reclassifications.
  • Refine and update financial models used for operational budgeting.
  • Assist in the preparation of the quarterly management reporting package.
  • Coordinate with other members of the Finance/Accounting team to provide timely and effective financial data.
  • Drive process improvement for accuracy and efficiency within areas of responsibility.
  • Other ad-hoc support and analysis as needed.
Qualifications
  • Eagerness to drive efficiency and advancement through technological capabilities.
  • Bachelor’s degree in Accounting, Finance or related experience.
  • 3+ years of related experience including forecasting, budgeting and financial analysis.
  • Advanced Microsoft Excel skills with financial modeling experience.
  • Knowledge of US GAAP and financial reporting.
  • Experience with JD Edwards, Oracle Cloud, or other comparable ERP solution and analytical tools (BI) like PowerBI.
  • Strong analytical skills, capable of resolving complex problems.
  • Possess exceptional written and verbal communication skills, including ability to articulate financial information to a non-financial audience.
  • Task and goal oriented and capable of functioning in an entrepreneurial and corporate setting.

In accordance with Virginia Senate Bill 215 (SB 215), the base salary range for this position is: $77,000.00 - $112,000.00. Compensation in other cities and states may vary.

HITT Contracting offers a competitive total benefits and compensation package including performance-based bonuses, premium health care coverage including vision and dental, employer-matched 401(k), wellness reimbursement program, paid holidays and time-off, and other voluntary benefits and leave types.

  • performance-based bonuses
  • premium health care coverage including vision and dental
  • employer-matched 401(k)
  • wellness reimbursement program
  • paid holidays and time-off
  • other voluntary benefits and leave types

HITT Contracting is an equal opportunity employer.

We are committed to hiring and developing the most qualified individuals based on job-related experience, skills, and merit.

All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.

We value a respectful, inclusive workplace where everyone has the opportunity to succeed.

HITT maintains a drug-free workplace, consistent with applicable local, state, and federal laws.

Since 1937, HITT Contracting has grown to be one for the top 10 general contractors in the U.S. with 16 offices nationwide. We continue to expand across the country, leading us to new locations and expanding into new work types. HITT has a workforce of more than 3,300 team members companywide, and we're looking for driven candidates to join our team who want to grow with us and contribute to the company’s ongoing success.

HITT will never ask you for personal or financial information via email or text message as part of the recruiting process.

Read more: https://www.hitt.com/recruitment-fraud-warning/

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