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Associate Financial Representative Jobs in Reston, VA

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 ... We are represented in almost every country by subsidiaries or agents providing sales and support.

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 ... We are represented in almost every country by subsidiaries or agents providing sales and support.

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Reston, VA

Associate Financial Representative information

See Reston, VA salary details

$11

$27

$69

How much do associate financial representative jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for associate financial representative in Reston, VA is $27.37, according to ZipRecruiter salary data. Most workers in this role earn between $20.00 and $26.78 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are popular job titles related to Associate Financial Representative jobs in Reston, VA?

For Associate Financial Representative jobs in Reston, VA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Reston, VA look for?

The top searched job categories for Associate Financial Representative jobs in Reston, VA are:

What cities near Reston, VA are hiring for Associate Financial Representative jobs?

Cities near Reston, VA with the most Associate Financial Representative job openings:

Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Reston, VA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $56,937 per year, or $27.4 per hour.

Financial Planning & Analysis, Associate

Elevate Infrastructure

Washington, DC • On-site

$90K - $125K/yr

Full-time

Re-posted 6 days ago

Job description

About Elevate
At Elevate, we are deploying reliable energy solutions that power the communities we serve. We're not just building infrastructure; we're enabling the future of energy, supporting massive digital and data center expansions and supporting a more resilient, electrified grid.
Elevate is where top talent meets real impact. We're a lean, mission-driven team accelerating the clean energy transition through bold, meaningful projects. Here, you'll work alongside some of the smartest people in the industry, have a seat at the table from day one, and help shape a company that's building the future of power-fast. If you thrive in dynamic environments, value authenticity over fluff, and want your work to matter, Elevate is the place to be.
Position Summary
  • We are seeking a highly motivated FP&A Associate to support and scale the company's financial planning and reporting, project budgeting, and liquidity forecasting functions. This role will work directly with the Director of FP&A and play a critical role in maintaining financial accuracy, improving processes, and enabling strategic decisions as the company grows.

Key Responsibilities
Corporate Budgeting
  • Support annual budgeting process, including model updates and data consolidation
Project Budgeting & Cost Control
  • Maintain and support detailed project budgets across development and capex phases
  • Track actuals vs. budget and forecast, identifying and explaining variances
  • Ensure consistency between project budgets and financial models
Cash Flow Forecasting & Liquidity Management
  • Maintain and update cash flow forecasts
  • Track and allocate cash actuals across projects and accounts
  • Support preparation of capital call analyses and liquidity planning
  • Assist in maintaining cash rollforwards and balance bridges
Corporate Forecasting
  • Consolidate project and G&A forecasts from department heads
  • Maintain and update corporate forecast models
  • Analyze and report on variances vs. budget and prior forecasts
Systems & Process Improvement
  • Improve structure, consistency, and controls across financial models and datasets
  • Support development of scalable FP&A processes and tools
  • Help implement best practices for version control, data integrity, and reporting
Reporting & Analysis
  • Prepare variance analysis across projects, G&A, and overall cash flows
  • Support development of monthly business review and board presentation materials
  • Build and maintain reporting outputs, dashboards, and supporting analyses

Candidate Profile
Required Experience
  • Bachelor's degree (finance, accounting, economics, or other related quantitative field)
  • 2-5 years of experience in FP&A, investment banking, project finance, or related field
  • Strong Excel / financial modeling skills
  • High attention to detail and strong organizational skills
  • Strong analytical and problem-solving skills
  • Ability to manage multiple workflows and meet deadlines
  • Excellent written and verbal communication skills

Preferred
  • Experience in renewable energy, infrastructure, or project-based industries
  • Exposure to cash flow forecasting, liquidity management, or treasury functions
  • Experience working with complex financial models

Why Join Us?
Make a Meaningful Impact: Play a direct role in accelerating the energy transition by contributing to transformative, utility-scale energy storage projects-especially on complex brownfield and urban-constrained sites where innovation drives real-world results.
Thrive in a Mission-Driven Culture: Be part of a lean, agile team that values integrity, innovation, and decisive execution. We foster a collaborative environment where every team member has a voice and is empowered to make a difference.
Grow with a Company on the Rise: Join at a pivotal moment as we scale from startup to growth stage. You'll have the opportunity to shape strategy, influence outcomes, and grow professionally alongside a company backed by top-tier private equity and poised for significant expansion.
The posted salary range represents the Company's good-faith estimate of the salary range for this position at the time of posting. Actual compensation will be determined based on the skills, experience, and qualifications of the candidate selected.
Employees in this role are also eligible to participate in the Company's annual discretionary bonus program, subject to the terms of the applicable plan.
Elevate is an Equal Opportunity employer and committed to a diverse and inclusive workplace. We welcome all applications regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or Veteran status.
The pay range for this role is:
90,000 - 125,000 USD per year (BK)
90,000 - 125,000 USD per year (SF)

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