ZipRecruiter

Log In

1

Associate Financial Planner Jobs in Washington (NOW HIRING)

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 ...

ESAB

Finance Analyst, FP&A

Bethesda, MD · On-site

$83K - $96K/yr

The thousands of ESAB associates located around the world share a common set of goals and values ... FP&A position is accountable for supporting the financial planning and analysis function for the ...

ESAB

Finance Analyst, FP&A

Bethesda, MD · Hybrid

$83K - $96K/yr

The thousands of ESAB associates located around the world share a common set of goals and values ... FP&A position is accountable for supporting the financial planning and analysis function for the ...

RS&H

Senior FP&A Analyst

Vienna, VA · Hybrid

$85K - $106K/yr

The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive ... with associates who work hard every day to create tomorrow together. We offer an exceptional ...

Raymondjames

Associate Advisor

Arlington, VA

$90K - $120K/yr

Financial planning software * AI tools and agents Skill in * Client Relationship Management (CRM) software * Microsoft Office Suite * Effective communication (in-person, virtual, phone, and mail ...

previous page

Showing results 41-60

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

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

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

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

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 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.

Legacy Planning Associate (Remote) - Bowie, MD

Traction Forge Financial

Bowie, MD • On-site, Remote

Part-time

Re-posted 6 days ago

Job description

At Legacy Wealth Financial (powered by GFI), we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps.

We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required-we provide the blueprint, the mentorship, and the platform; you provide the work ethic.

Why Choose This Path?
  • Earn While You Learn: Transition into a high-demand industry with a structured training program.
  • Total Flexibility: Design a schedule that fits your life-perfect for those seeking a full-time career change or a strategic part-time income stream.
  • Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership.
  • Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection.
What You'll Do
  • Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why."
  • Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions.
  • Professional Development: Attend structured training sessions to master financial concepts and client relationship management.
Qualifications
  • Ethical Standards: Must be able to pass a standard soft background check.
  • Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN.
  • Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance).
  • Communication: You should enjoy talking to people and have a "service-first" attitude.
Employment Type: PART_TIME

Apply