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Entry Level Financial Planner Jobs in Springfield, VA

Ho Chunk, Inc.

Junior Financial Analyst

Quantico, VA · On-site

All Native Group has an opening for a entry-level financial analysis experience in planning, problem solving, and data collection and analysis. Areas include Accounts Receivable/Payables and ...

hochunk

Junior Financial Analyst

Quantico, VA

All Native Group has an opening for a entry-level financial analysis experience in planning, problem solving, and data collection and analysis. Areas include Accounts Receivable/Payables and ...

Ho Chunk, Inc.

Junior Financial Analyst

Quantico, VA · On-site

Requires entry-level financial analysis experience in planning, problem solving, and data collection and analysis. Areas include Accounts Receivable/Payables and Budgeting/Reporting. Must be familiar ...

hochunk

Junior Financial Analyst

Quantico, VA

Requires entry-level financial analysis experience in planning, problem solving, and data collection and analysis. Areas include Accounts Receivable/Payables and Budgeting/Reporting. Must be familiar ...

QinetiQ US

Systems Finance Coordinator

Lorton, VA · On-site

This entry-level role performs routine system maintenance tasks, assists with user account ... Exposure to ERP, financial planning, or SaaS platforms is a plus (Costpoint, Blackline, TM1, or ...

QinetiQ US

Systems Finance Coordinator

Lorton, VA

This entry-level role performs routine system maintenance tasks, assists with user account ... Exposure to ERP, financial planning, or SaaS platforms is a plus (Costpoint, Blackline, TM1, or ...

QinetiQ US

Systems Finance Coordinator

Lorton, VA

This entry-level role performs routine system maintenance tasks, assists with user account ... Exposure to ERP, financial planning, or SaaS platforms is a plus (Costpoint, Blackline, TM1, or ...

QinetiQ US

Systems Finance Coordinator

Lorton, VA · On-site

This entry-level role performs routine system maintenance tasks, assists with user account ... Exposure to ERP, financial planning, or SaaS platforms is a plus (Costpoint, Blackline, TM1, or ...

USHA

Entry Level Account Rep - Sales

Fairfax, VA

$65K - $95K/yr

Our trusted advisors planning and guidance can impact, and protect, families for generations. We ... Business Manager Finance Marketing Banking Regional and Territory Sales Office Appointment Setter ...

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All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Springfield, VA

Entry Level Financial Planner information

See Springfield, VA salary details

$52.7K

$101K

$145.7K

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

As of Jun 16, 2026, the average yearly pay for entry level financial planner in Springfield, VA is $100,986.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,400.00 and $106,500.00 per year, depending on experience, location, and employer.

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.

How to be a financial planner with no experience?

To become an entry-level financial planner with no experience, focus on obtaining relevant education such as a bachelor's degree in finance, economics, or related fields. Gaining certifications like the Certified Financial Planner (CFP) designation and developing skills in financial analysis and client communication can improve job prospects; internships or entry-level roles in finance firms also provide valuable experience.

Is $50,000 enough to work with a financial advisor?

For an entry-level financial planner, $50,000 is typically considered a starting salary rather than a budget to work with a financial advisor. Clients usually need a minimum of several thousand dollars to invest or pay for financial planning services, depending on the advisor's fee structure and service offerings. Having a clear understanding of your financial goals and the advisor's fee model helps determine if your funds are sufficient for effective planning.

Is $200,000 enough to work with a financial advisor?

For an entry-level financial planner, $200,000 in assets or income is generally sufficient to seek professional financial advice, as many advisors have minimum account requirements that can range from a few thousand to several hundred thousand dollars. Having this level of assets allows access to a broader range of financial planning services, including investment management and retirement planning, often requiring certifications like CFP to provide tailored advice.

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 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.

What does an Entry Level Financial Planner do?

An Entry Level Financial Planner assists clients with managing their finances, including budgeting, saving, investing, and planning for retirement. They typically work under the supervision of experienced financial planners to analyze clients’ financial situations and recommend suitable strategies. Duties may include preparing financial plans, researching investment options, and helping clients set and achieve financial goals. This role is a starting point for those pursuing a career in financial planning, offering the opportunity to gain valuable experience and work toward professional certifications.

Is a CFP better than a CPA?

A Financial Planner with a Certified Financial Planner (CFP) designation specializes in personal financial planning, including investments, retirement, and estate planning. A Certified Public Accountant (CPA) primarily focuses on accounting, tax preparation, and auditing. Both certifications serve different roles, and the better choice depends on the specific financial services needed.

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.
More about Entry Level Financial Planner jobs
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What cities near Springfield, VA are hiring for Entry Level Financial Planner jobs? Cities near Springfield, VA 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 Springfield, VA as of June 2026, with employment types broken down into 68% Full Time, 26% Part Time, and 6% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $100,986 per year, or $48.6 per hour.

Costpoint Project Setup Financial Analyst

Systems Planning and Analysis

Alexandria, VA • On-site

Full-time

Posted 9 days ago

Job description

Overview
Systems Planning and Analysis, Inc. (SPA) delivers high-impact, technical solutions to complex national security issues. With over 50 years of business expertise and consistent growth, we are known for continuous innovation for our government customers, in both the US and abroad. Our exceptionally talented team is highly collaborative in spirit and practice, producing Results that Matter. Come work with the best! We offer opportunity, unique challenges, and clear-sighted commitment to the mission. SPA: Objective. Responsive. Trusted.
We have an immediate need for an entry-level Costpoint Project Setup Financial Analyst.
Responsibilities
Reporting to the Contract Setup Manager, the entry-level Costpoint Project Setup Financial Analyst will be a key member of a highly collaborative team responsible for ensuring SPA contracts are accurately established and maintained in our Costpoint accounting system. In this role, the Costpoint Project Setup Financial Analyst will interpret contract documents and translate them into precise Costpoint setups that support effective program execution and accurate billing. They will manage initial contract configurations and updates in the Costpoint Projects Module (including workforce mapping), review setups completed by other team members for accuracy, and maintain clear, organized documentation of all setups and modifications. The Costpoint Project Setup Financial Analyst will also lead contract kickoff meetings and work closely with Contract Administrators, finance and accounting teams, and Program Managers, to set-up projects and continuously refine our processes.
Our team works hard, holds itself to high standards, and values flexibility and work-life balance. We emphasize clear communication, accountability, and mutual support. In this role, the Costpoint Project Setup Financial Analyst will handle multiple priorities and deadlines while having the autonomy to manage their workload in a way that enables them to perform at their best. We are looking for someone who is detail-oriented, proactive, and eager to contribute to a dependable and professional team environment.
Qualifications
Required Qualifications:
    • This is an entry-level position (0-2 years of experience).
    • Strong attention to detail and ability to learn new systems and processes.
    • Proficient in using Microsoft Office, including Excel, Outlook, PowerPoint, and Word.
    • Solid written and verbal communication skills.
    • Ability to manage multiple tasks, prioritize work, and meet deadlines.
    • Ability to work effectively and collaborate with others in a virtual environment.

Desired Qualifications:
    • Bachelor's degree (Accounting, Business Administration, or related field).
    • Understanding of US Government contract terms and conditions, including FAR, CAS, GAAP, and CFR regulations.
    • Experience in Deltek Costpoint and Cognos Reporting Tools.
    • Customer service experience.
    • Previous program coordination or contracts experience.

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