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Associate Financial Planner Jobs in Silver Spring, MD

IPL (Indiana)

Senior Associate FP&A

Arlington, VA

$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.

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Silver Spring, MD

Associate Financial Planner information

See Silver Spring, MD salary details

$47K

$86.7K

$116.3K

How much do associate financial planner jobs pay per year?

As of Jul 17, 2026, the average yearly pay for associate financial planner in Silver Spring, MD is $86,739.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,500.00 and $103,400.00 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 the Job Description of 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 Silver Spring, MD as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $86,739 per year, or $41.7 per hour.

Senior Associate FP&A

IPL (Indiana)

Arlington, VA

$98K - $122K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Job description

Are you ready to be part of a companythat'snot just talking about the future, but actively shaping it? Join The AES Corporation, the largest US-based global power company witha teamof 8,300employees across 12 countries.
AES has beenranked #1 byBloombergNEFin renewable energy sales to corporations in the US and Americas for five consecutive years, providing electricityformillions of peopleworldwide.
We are proud to foster a strong workplace culture, earning prominent positions in Great Place to Work rankings across the markets where weoperate. AES was also named one of the World's Most Ethical Companies for the 13th consecutive year in 2026, highlighting our dedication to integrity, transparency, and responsible business practices.

Our spirit of innovation continues to earn industry recognition. AES is the only seven-time winner of the Edison Electric Institute's Edison Awards in the twenty-first century, a distinction honoringglobal leadership in advancing the electric power industry.
Ifyou'reready to be part of a companythat'snot just adapting to change, but driving it, AES is the place for you.We'renot just building a more sustainable future,we'repowering it. Apply now and energize your career with a true leader inglobalenergy.


Core Competencies:

Candidates need collaborative problem solving, communication and interpersonal skills, along with patience, a positive attitude and the ability to work in a demanding team environment. They should also possess the following competencies:

  • Exceptional analytical and time management skills.
  • Strong attention to detail, with the ability to understand issues with a "big-picture" business perspective.
  • Clear, concise communicator and good at telling a business story from numbers/data
  • The ability to understand the business models of the organization and link to strategy
  • Candidate is comfortable taking initiative and proposing, researching, and socializing solutions
  • Candidates has high standards and takes pride in their work

Principal Duties and Responsibilities:

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, explanations and analysis as needed for monthly and annual Corporate reporting process.
  • Prepare the Company's annual budget and monthly forecast process by consolidating and analyzing regional reports
  • Deeply understand main performance drivers.
  • Integrate analysis into monthly reporting process
  • Provide analysis of expected forecast output for purposes of evaluating progress towards overall guidance expectations
  • Investigate, explain, and present budget to actual variances to senior leadership

Investment Analysis:

  • Prepare models for prospective investment opportunities, including business development projects and/or responses to customer requests for proposals.
  • Analyze potential projects, including valuation and modelling to include NPV, IRR, ROE, capital requirements and annual cash and income contributions. This analysis often will require leading cross-functional efforts across AES in high-pressure environments.
  • Provide input for presentations that will be sent to Investment Committee / Executive Leadership for purposes of driving investment and strategic decisions.

Other

  • Prepare executive level reports and presentations of consolidated results and analysis
  • Prepare presentations with business cases and sensitivities
  • Be responsible for collaborating across the organization to develop and vet sound business assumptions
  • Contribute to periodic and ad-hoc initiatives of the FP&A department
  • Build relationships with various functional teams within AES

Requirement:

  • 3+ years' experience in FP&A or business valuation analysis
  • Ability to work effectively with accounting systems
  • Strong data analytics & business acumen
  • Experience preparing and reviewing complex models in Excel
  • Strong verbal and written communication skills
  • Sound analytical, planning, and organizational skills
  • Fluent in English
  • Bachelor's degree

Preferred experience:

  • FP&A experience preferred
  • Strong understanding of Generally Accepted Accounting Principles (GAAP) including experience with financial reporting, forecasting and analysis across the income statement, balance sheet and statement of cash flows.
  • Strong understanding of data analytics, and technology including but not limited to dash-boarding, data visualization, automation, AI, etc)
  • Renewable energy experience preferred
  • Desired skills: proficiency in PowerBI, Anaplan, BPC, ThinkCell
AES is an Equal Opportunity Employer who is committed to building strength and delivering long-term sustainability through diversity and inclusion. Respecting all backgrounds, differences and perspectives enables us to improve the lives of our people, customers, suppliers, contractors, and the communities in which we live and work. All qualified applicants will receive consideration for employment without regard to sex, sexual orientation, gender, gender identity and/or expression, race, national origin, ethnicity, age, religion, marital status, physical or mental disability, pregnancy, childbirth, or related medical condition, military or veteran status, or any other characteristic protected under applicable law. E-Verify Notice: AES will provide the Social Security Administration (SSA) and if necessary, the Department of Homeland Security (DHS) with information from each new employee's I-9 to confirm work authorization.The expected salary for this position, at commencement of employment, is between $105,000 and $131,325/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. The total compensation package for this position also includes annual bonus. The benefits offered for this position are: medical, dental, and vision coverage, life insurance, 401(k) eligibility, and paid time off (including vacation, sick leave time, and parental leave). Details of participation in these benefit plans will be provided if a candidate receives an offer of employment. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.Apply by clicking the application link below and submitting your information. The deadline to apply for this role is 07/31/2026

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