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Entry Level Financial Planner Jobs in Silver Spring, MD

Decision Technologies, Inc.

Financial Analyst

Arlington, VA · On-site

$60K - $110K/yr

... • Entry-Level: Some education in pursuit of a business or finance career. • Junior-Level: 1-3 ... , MSIL, and NEPS • Experience working with financial actions and task tracking for ACAT-1/2/3 ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Silver Spring, MD

Entry Level Financial Planner information

See Silver Spring, MD salary details

$52.2K

$99.9K

$144.2K

How much do entry level financial planner jobs pay per year?

As of Sep 11, 2026, the average yearly pay for entry level financial planner in Silver Spring, MD is $99,947.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,600.00 and $105,400.00 per year, depending on experience, location, and employer.

What does an entry level financial planner do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What are the key skills and qualifications needed to thrive as an entry level financial planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
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The most popular types of Financial Planner jobs in Silver Spring, MD are:

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For Entry Level Financial Planner jobs in Silver Spring, MD, the most frequently searched job titles are:

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The top searched job categories for Entry Level Financial Planner jobs in Silver Spring, MD are:

What cities near Silver Spring, MD are hiring for Entry Level Financial Planner jobs?

Cities near Silver Spring, MD with the most Entry Level Financial Planner job openings:

Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Silver Spring, MD as of September 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $99,947 per year, or $48.1 per hour.

Financial Analyst - (Pipeline Position)

Burke, VA • On-site

CI Tech Group LLC
See more jobs at CI Tech Group LLCexternal

$65K - $90K/yr

Full-time

Re-posted 21 days ago

Key responsibilities

  • Support federal PMO programs by performing financial tracking, budget analysis, and reporting.

  • Assist with development and maintenance of financial models, forecasts, and cost analyses.

  • Help prepare financial reports, dashboards, and variance analyses for program leadership.

Job description

Position Title: Financial Analyst (Pipeline Position)
Company: CI TECH GROUP
Location: Burke VA (Washington, DC on-site as required by contract; hybrid/remote options may be available)
Clearance Requirement: Ability to obtain Public Trust
Employment Type: Contingent / Future Opportunity
Anticipated Salary Range: $65,000 – $120,000, depending on experience and final labor category assignment upon contract award
Client: Federal Aviation Administration (FAA)

About This Opportunity
CI TECH GROUP is a growing small business providing high-quality program management, financial analysis, and strategic advisory services to federal clients. We are building a pipeline of entry-level and early-career financial professionals in anticipation of upcoming FAA PMO contract opportunities.
The Financial Analyst will support FAA programs by performing financial tracking, budget analysis, and reporting under the guidance of senior staff. This role is ideal for candidates looking to develop federal financial management and PMO experience.
This position is not currently funded, but qualified candidates will be considered for future opportunities as new FAA contracts or task orders are awarded.
Key Responsibilities
  • Assist with financial planning, budgeting, and execution tracking for federal PMO programs.
  • Support development and maintenance of financial models, forecasts, and cost analyses.
  • Help prepare financial reports, dashboards, and variance analyses for program leadership.
  • Track obligations, expenditures, and funding adjustments across multiple accounts.
  • Assist in budget formulation and justification documentation.
  • Ensure compliance with federal financial management policies and agency guidelines.
  • Coordinate with program and technical teams to align budgets with program objectives.
Qualifications
Required:
  • Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or related field.
  • 0–3 years of experience in financial analysis, accounting, or business operations.
  • Familiarity with Microsoft Excel and other data analysis tools.
  • Strong analytical, communication, and organizational skills.
  • U.S. Citizenship with the ability to obtain a Public Trust clearance.
Preferred:
  • Internship or prior exposure to federal financial systems or programs.
  • Interest in program management office (PMO) operations.
  • Familiarity with reporting and budget tools such as Power BI or Tableau.
What to Expect
  • This is a future opportunity; applications are being collected in anticipation of upcoming FAA PMO contract awards.
  • Qualified candidates will be contacted as relevant positions become available.
  • CI TECH GROUP offers a collaborative, mission-driven environment focused on integrity, quality, and client success.
How to Apply
If you have a passion for federal financial management or PMO operations and are interested in upcoming opportunities, please submit your résumé or professional profile for future consideration.

Equal Employment Opportunity Statement
CI TECH GROUP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.

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