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Associate Financial Planner Jobs in Springfield, VA

Capital One

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/yr

Sr. Associate, Financial Analysis We are seeking an analytic problem solver and curiosity-driven ... As a Senior Analyst, Financial Planning & Analysis (FP&A), you will be responsible for financial ...

Capital One

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/yr

Sr. Associate, Financial Analysis We are seeking an analytic problem solver and curiosity-driven ... As a Senior Analyst, Financial Planning & Analysis (FP&A), you will be responsible for financial ...

AnaVation

Associate Financial Analyst

Chantilly, VA · Hybrid

AnaVation LLC is seeking a Financial Analyst (PCA) at the Associate level who desires a long-term ... This will include program planning support such as scheduling, budgeting, performance monitoring ...

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

$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 Springfield, VA

Associate Financial Planner information

See Springfield, VA salary details

$47.5K

$87.6K

$117.5K

How much do associate financial planner jobs pay per year?

As of Jun 16, 2026, the average yearly pay for associate financial planner in Springfield, VA is $87,641.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,300.00 and $104,500.00 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
What are the most commonly searched types of Financial Planner jobs in Springfield, VA? The most popular types of Financial Planner jobs in Springfield, VA are:
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What cities near Springfield, VA are hiring for Associate Financial Planner jobs? Cities near Springfield, VA with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Principal Associate, Financial Analysis

Principal Associate, Financial Analysis

Capital One

Mclean, VA • On-site

Full-time

Posted 15 days ago

Capital One rating

7.7

Company rating: 7.7 out of 10

Based on 135 frontline employees who took The Breakroom Quiz

73rd of 141 rated banks

Job description

Principal Associate, Financial Analysis

It's an exciting time to join the Tech Finance Team, as we continue to pursue our 'Tech Transformation' journey, transform how we build software and be at the frontier of AI. We are seeking a Principal Analyst to join the FP&A Central Tech team. This individual will work cross-functionally across the large Tech organization, FP&A and connected teams to support effective financial management of Technology investments, budgets and lead analysis across a rich scope of work (including forecasting, software capitalization and cost frameworks).

This role requires strategic thinking, analytical problem solving and executive level communication as you directly support our Technology organization. You will have the opportunity to build relationships across Enterprise Finance & Analytics, Tech Finance, and a number of business partners; working collaboratively to deliver on strategic agendas.

Strong communication, problem solving, strategic thinking, and influencing skills are needed to effectively:

  • Articulate outcomes of analysis and relevant insights

  • Able to critically evaluate data and option sets and present recommendations

  • Partner with business leadership to assess the financial implications of continued investments in our Tech organization

  • Develop presentations to communicate business and analysis results to senior leadership audiences

  • Effective under both open-ended and tight timelines

General Responsibilities:

  • Financial analysis & reporting: Accurately analyze & explain key cost drivers and monthly variances, suggest actions to the business, and manage the regular reporting process

  • Budgeting, forecasting, and Profit & Loss (P&L) management

  • Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams

  • Ad-hoc requests and special projects

  • Independently manage and prioritize workload

Basic Qualifications

  • Bachelor's Degree or military experience

  • At least 3 years' experience in financial analysis

  • At least 3 years' experience with financial modeling

  • At least 3 years' experience in Microsoft Excel and Microsoft PowerPoint

Preferred Qualifications:

  • Master's Degree in Business Administration (MBA) or Master's Degree in Finance

  • Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license

  • 4+ years' experience in financial analysis

  • 4+ years' experience with financial modeling

  • 4+ years' experience in strategic analysis & planning

  • Proven business relationship, communication, interpersonal, and influencing skills

  • Demonstrated independent problem solving and strategic thinking abilities

  • Strong teamwork skills; ability to positively contribute to overall success of the team

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

McLean, VA: $120,800 - $137,900 for Principal Financial Analyst


Richmond, VA: $109,900 - $125,400 for Principal Financial Analyst










Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at theCapital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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