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Associate Financial Planner Jobs in Springfield, VA

Focus Partners Wealth

Associate Wealth Advisor

Bethesda, MD · On-site

$70K - $80K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Develop, revise, and present financial plans through planning software * Knowledge of tax, estate ...

Fanniemae

Technology FP&A Lead Analyst

Washington, DC · Hybrid

$109K - $142K/yr

Knowledge of cost allocation methodologies, technology investment analysis, or resource planning processes. CIO CFO - Financial Planning and Analysis - Lead Associate Target Pay Range: $109,000 ...

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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
Associate Wealth Advisor

Associate Wealth Advisor

Stratos Wealth Partners

Silver Spring, MD • On-site

$75K - $90K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Job description

Associate Wealth Manager Woman-Owned Independent RIA • Metro DC Area • Hybrid Advisory Track • 3-5+ Years Experience • Series 65 Required or Obtainable • Fully remote applicants will be considered
WHAT MAKES THIS DIFFERENT
This is not a support role with an advisory title. This is a genuine advisor-track position at a woman-owned independent RIA where your work matters on day one - and where the firm is invested in your long-term growth.
• Conduct real client reviews from the start • Fiduciary, independent RIA - no sales quotas
• CFP® study fully supported • Serve clients through major life transitions
• Licensed advisory role (Series 65 required) • Direct mentorship from a 25-year CFP® veteran
• CDFA® designation encouraged & supported • Hybrid or remote schedule, Metro DC area
ABOUT THE FIRM
We are a woman-owned independent registered investment advisor in the Metro DC area, built on a simple conviction: that every client deserves a fiduciary partner who takes the time to truly understand their financial life. Our practice serves high-net-worth individuals, couples, and families - with particular depth in serving women and clients navigating significant life transitions, including divorce, the loss of a spouse, and retirement.
We are a small, intentional firm. That means the work you do here is visible, the relationships you build are real, and the career path in front of you is not theoretical.
THE OPPORTUNITY
We are growing and looking for a Wealth Advisor to join our team. This is a hybrid, in-office role (2-3 days per week in our Metro DC area office) for a financial planning professional with 3 to 5+ years of experience who is ready to step into advisory support responsibilities with a goal of moving to an independent advisory role over time. Fully remote applicants will be considered.
You will work directly with the advisor and clients - conducting annual reviews, supporting comprehensive financial plans, and completing required advisory disclosures. You will also support engagements in our life-transition financial planning practice, which serves clients navigating divorce and other major financial changes. We strongly encourage the CDFA® designation for this role and will fully support you in pursuing it.
If you have been working in client service or as an associate and are ready to be recognized - and compensated - as the advisor you are becoming, this role was built for you.
WHAT YOU'LL DO
Support Advisory Responsibilities
• Support advisor annual and periodic client reviews, including preparation, client-facing meetings, and follow-through execution.
• Complete rollover best interest disclosures and analyses in compliance with applicable regulatory requirements.
• Deliver financial planning recommendations across retirement, tax, investment, insurance, and estate planning.
• Support life-transition financial planning engagements, including divorce financial analysis and settlement scenario modeling.
• Ability to work effectively across multiple business lines to create a cohesive advisor and client experience.*
Financial Planning & Analysis
• Build and maintain comprehensive financial plans using financial planning software such as RightCapital or eMoney, including retirement projections, cash flow models, and scenario analyses.
• Gather and analyze client financial data to support advisory conversations and planning recommendations.
• Support tax planning analysis using appropriate tools.
• Coordinate with estate planning platforms and third-party providers on client planning needs.
Client Relationships & Operations
• Serve as a professional point of contact for clients alongside the Managing Partner.
• Prepare for and participate in client meetings; capture notes and drive action items to completion.
• Support account administration and onboarding in coordination with Schwab and/or Fidelity.
• Assist with compliance review submissions for marketing and client communications
COMPENSATION & BENEFITS
Compensation: $75,000-$90,000 base salary + merit-based bonus 100% employer-paid medical, dental & vision • 401(k) • Paid time off • CFP® study support
WHAT WE'RE LOOKING FOR
Required
• 3 to 5+ years in financial services, wealth management, or financial planning. Client service backgrounds considered for candidates committed to the advisory track.
• Series 65 (Investment Adviser Representative) license currently held, or the commitment and ability to obtain within 90 to 120 days of hire.
• Experience with Schwab and/or Fidelity custodial platforms.
• Solid working knowledge of financial planning concepts, advisory process, and fiduciary principles.
• Strong written and verbal communication skills - you can translate complex financial ideas into language clients actually use.
• Self-directed and accountable; comfortable managing multiple responsibilities in a lean, growing practice.
Preferred
• Working towards CFP® designation or genuine interest in obtaining it - we will actively support your path to certification.
• Genuine interest in divorce financial planning or other life-transition specializations.
• Familiarity with financial planning software such as RightCapital or eMoney.
Licensing & Designation Requirements
• Series 65: Required. Must be obtained within 90 to 120 days of hire if not currently held.
• CDFA®: Strongly encouraged. The firm supports candidates in pursuing the Certified Divorce Financial Analyst® designation; training and designation costs supported by the firm.

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