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Entry Level Financial Planner Jobs in Springfield, 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 ...

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 ...

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 ...

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 ...

Entry Level Analyst

Washington, DC · On-site

$55K - $75K/yr

Integrate information from program management, scheduling, finance, engineering, and risk ... action planning. * Use analytical tools such as ACEIT, Excel and other Microsoft Office ...

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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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 Aug 5, 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 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 related fields, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles helps build practical skills, and strong communication, analytical abilities, and familiarity with financial software are valuable for entry-level applicants.

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 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 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.
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:
What are popular job titles related to Entry Level Financial Planner jobs in Springfield, VA? For Entry Level Financial Planner jobs in Springfield, VA, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Springfield, VA look for? The top searched job categories for Entry Level Financial Planner jobs in Springfield, VA are:
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:
Infographic showing various Entry Level Financial Planner job openings in Springfield, VA as of July 2026, with employment types broken down into 86% Full Time, 10% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $100,986 per year, or $48.6 per hour.

Financial Management Specialist I

Cahaba Federal Solutions

Arlington, VA • On-site

$48K - $82K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago


Job description

Description:

*** Requires an active, SECRET Clearance ***


Cahaba Federal Solutions is a rapidly growing small business specializing in intelligence, prototyping and integration, systems engineering, and technology development. Recognized as one of Huntsville’s Best Places to Work® for the past three years, as a Best Place for Working Parents®, and as the winner of the Huntsville/Madison County Emerging Business of the Year® for 2025, Cahaba is a trusted partner in advancing national security through innovative solutions to critical challenges. We are committed to supporting our nation's most vital missions with dedication and expertise. Joining the Cahaba team means access to meaningful career growth, opportunities for personal development, and the chance to tackle engaging and impactful work.


Job Summary:

The Financial Management Specialist I provides entry-level financial and budgetary support to Washington Headquarters Services (WHS) and its Directorates. Provides foundational support in managing financial operations, including budgeting, forecasting, reporting, and compliance. Supports the development, monitoring, and analysis of departmental and organizational budgets. Responsible for assisting in financial planning, preparing budget reports, and ensuring compliance with internal policies and external regulations.


Key Responsibilities:

  • Assist in collecting and tracking funding, forecasting, and budget execution data in accordance with PPBE processes.
  • Maintain awareness of the status of approved, deferred, and released funds, ensuring proper documentation and audit trails.
  • Support the reconciliation of financial transactions and assist in identifying discrepancies.
  • Prepare draft reports, spreadsheets, and financial documentation for management review.
  • Assist in compiling obligation and expenditure data for periodic reporting.
  • Maintain financial records, databases, and filing systems to support audit readiness.
  • Prepare and assist in developing financial graphs, summaries, and charts for leadership briefings.
  • Provide administrative and analytical support for financial planning and execution activities.
  • Support data calls and reporting requirements as directed.
Requirements:

Required Qualifications

  • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field preferred.
  • Minimum 2 years of experience in financial administration, accounting, or budget analysis.
  • Basic understanding of the PPBE process and federal budget principles.
  • Proficiency in Microsoft 365 applications, especially Excel and PowerPoint.
  • Strong analytical, organizational, and data-entry skills.
  • U.S. citizenship and an active, SECRET Security Clearance is required.

Cahaba’s full-time employees are offered an outstanding comprehensive benefits package. These benefits include Blue Cross Blue Shield medical coverage, Guardian vision and dental insurance, company-funded life, short-term and long-term disability, tuition reimbursement, wellness benefits, generous paid time off, and robust retirement plan solutions.


The salary range for this role is $48,000 USD - $82,000 USD. The salary range provided is a good faith estimate representative of all experience levels. Actual compensation will be determined based on experience and qualifications.


Employment opportunities at Cahaba Federal Solutions are based upon a candidate’s qualifications and capabilities to perform the essential functions of a particular job and are free from discrimination based on race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, protected veteran status, genetic information, or any other characteristic protected by law. Cahaba is an Equal Employment Opportunity employer and provides reasonable accommodations to qualified individuals with disabilities and disabled veterans during the application process. If you need assistance accessing our online system or require an accommodation due to a disability, please contact us at hr@cahabafederal.com.