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Entry Level Cfp Jobs in Virginia (NOW HIRING)

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Entry Level Cfp information

See Virginia salary details

$46.6K

$102.2K

$147.2K

How much do entry level cfp jobs pay per year?

As of Sep 1, 2026, the average yearly pay for entry level cfp in Virginia is $102,196.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,800.00 and $122,400.00 per year, depending on experience, location, and employer.

What is an entry level CFP?

An Entry Level CFP (Certified Financial Planner) job is a starting position in financial planning where professionals assist clients with budgeting, investments, retirement planning, and other financial goals. They typically work under the supervision of senior advisors, gaining hands-on experience while building client relationships. Responsibilities may include financial analysis, preparing reports, and helping clients develop personalized financial strategies. Most entry-level CFP professionals work in financial firms, banks, or investment companies as they work toward full certification and career advancement.

What responsibilities can I expect as an entry level CFP, and how will I work with other team members?

As an Entry Level CFP, your daily responsibilities often include gathering and analyzing clients' financial data, preparing initial financial plans, and assisting with portfolio reviews under the supervision of senior advisors. You will usually work as part of a collaborative team, which may include senior CFPs, client service associates, and support staff, providing opportunities to learn from experienced professionals. This teamwork not only builds your technical knowledge but also helps develop client management skills, making it a great starting point for those looking to advance within the financial planning field. You may also engage in client meetings, follow up with clients regarding documentation, and stay updated on financial markets to support client recommendations.

What are the key skills and qualifications needed to thrive in the entry level CFP position, and why are they important?

To excel as an Entry Level CFP (Certified Financial Planner), candidates typically need a bachelor's degree in finance or a related field, strong analytical skills, and successful completion of the CFP certification process. Familiarity with financial planning software, CRM platforms, and proficiency in using spreadsheets like Microsoft Excel are commonly required. Effective communication, active listening, and the ability to build trust with clients are vital soft skills. These competencies enable new CFPs to deliver sound financial advice, build client relationships, and grow in the competitive financial services industry.

How to become an entry level CFP with no experience?

To become an entry-level Certified Financial Planner (CFP), candidates must complete a bachelor's degree, fulfill specific coursework in financial planning, and pass the CFP exam. Gaining relevant skills through internships or related financial roles can also improve prospects, even without prior experience. After certification, ongoing education is required to maintain the CFP credential.

What are the most commonly searched types of Cfp jobs in Virginia?

The most popular types of Cfp jobs in Virginia are:

What are popular job titles related to Entry Level Cfp jobs in Virginia?

For Entry Level Cfp jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Entry Level Cfp jobs in Virginia look for?

The top searched job categories for Entry Level Cfp jobs in Virginia are:

What cities in Virginia are hiring for Entry Level Cfp jobs?

Cities in Virginia with the most Entry Level Cfp job openings:

Entry Level Cfp jobs near you
Infographic showing various Entry Level Cfp job openings in Virginia as of August 2026, with employment types broken down into 5% Internship, 77% Full Time, 7% Part Time, and 11% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $102,196 per year, or $49.1 per hour.

Junior Wealth Advisor

Reston, VA • On-site

Acorn Financial Services Inc
See more jobs at Acorn Financial Services Incexternal

Full-time

Posted 6 days ago

Job description

The Mission
Acorn Financial Services was built on a foundational premise: eliminate financial silos. We don't just coordinate basic accounts; we truly integrate our clients' entire financial lives across complex tax, legal, and investment landscapes. As a Junior Financial Advisor, you are at the beginning of a rigorous, highly rewarding career path. Your mission is to provide the critical analytical and structural support that empowers our Senior Wealth Advisors to deliver unparalleled holistic stewardship to our clients.
Who You Are
  • You thrive in disciplined execution. You know that in wealth management, consistency always beats intensity.
  • You bring intense focus and accountability to data analysis, market research, and the meticulous preparation of financial plans.
  • You grow through feedback and challenge. You view every client meeting, every portfolio analysis, and every constructive critique as a critical learning opportunity. You actively seek feedback from senior partners to accelerate your path to professional mastery.
  • You hold an uncompromising standard for detail. In financial services, small analytical errors compound massively over time. You sweat the minutiae when entering financial data into CRM systems and modeling long-term financial projections.
  • You win together. You are eager to support the broader team, share credit, and play a vital, high-impact role behind the scenes to ensure the client receives a flawless, perfectly coordinated presentation.

What You Will Do
  • Assist senior advisors in gathering comprehensive financial data, interpreting complex client information, and building highly customized, accurate financial plans.
  • Conduct detailed market research, analyze various investment vehicles, and assist in the preparation of sophisticated investment proposals and periodic portfolio reviews.
  • Attend critical client meetings alongside Senior Advisors, meticulously documenting strategic action items, and ensuring all follow-up tasks are executed with extreme urgency.
  • Support the complex client onboarding process by ensuring all financial records, risk tolerance profiles, and newly drafted estate planning documents are perfectly integrated into our CRM.

How We Measure Success (Outcomes)
  • The singular primary outcome of this role is leveraging the time of the Senior Advisors. Success is measured by the volume of analytical and preparatory work successfully offloaded from senior staff.
  • Maintain a near-perfect accuracy rate in all data entry, CRM management, and preliminary financial modeling tasks.
  • Demonstrate measurable, rapid progress toward advanced professional certifications (e.g., CFP, Series 7/66) within a strictly defined timeframe.

What We Offer
We offer a clear, meticulously defined career path toward becoming a Lead Financial Advisor within a prestigious firm. You will receive direct, daily mentorship from industry veterans who manage highly complex, high-net-worth portfolios. You will operate within a culture of sincere candor and growth, backed by top-tier benefits, hybrid flexibility, and highly competitive entry-level compensation.