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Entry Level Financial Planner Jobs in Springfield, VA

Modera Wealth Management

Advisory Manager

Mclean, VA · On-site +1

$145K/yr

... financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership. Since 1983, Modera ...

Insilico Logix

QA Analyst - Entry Level

Herndon, VA · On-site

Analysis and Reporting * Business Planning and Management * Communication and Presentation ... Qualifications Bachelors/ Masters (Computer Science, Information Technology, Engineering, Finance ...

Insilico Logix

QA Analyst - Entry Level

Reston, VA

Analysis and Reporting * Business Planning and Management * Communication and Presentation ... Qualifications Bachelors/ Masters (Computer Science, Information Technology, Engineering, Finance ...

InsuraTec

Sales Representative (Remote)

Germantown, MD · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Lake Ridge, VA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Vienna, VA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Manassas, VA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Dumfries, VA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Alexandria, VA · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Adelphi, MD · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Potomac, MD · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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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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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.
Financial Operations Automation Associate

Financial Operations Automation Associate

Rose Financial Solutions LLC

North Bethesda, MD • On-site

$45K - $60K/yr

Full-time

Medical, Life, Retirement

Posted 5 days ago

Job description

Financial Operations Automation Associate
*This is a General Interest Opening.*
ROSE is a Finance as a Service (FaaS) leader, supporting a company's back office by harmonizing People, Process, Technology, Organization, and Data to empower our clients to become accomplished leaders. We achieve this by providing financial clarity and eliminating complexity through Easby®, a system of engagement built on enterprise-grade, hyper-automation technology that manages finance, accounting, and tax activities, converts data into information, and supports a team of experienced professionals to enhance a company's success by improving financial performance.
Rose Financial Solutions (ROSE®) is seeking a Financial Operations Automation Associate who is looking for an entry-level role supporting the Finance and Operations teams in improving and streamlining financial workflows. This role assists with basic automation tasks, data maintenance, reporting, and process documentation. The ideal candidate is detail-oriented, eager to learn new systems, and interested in how financial processes can be optimized through technology.
This position is designed for early-career professionals with foundational financial or technical skills who want to grow into a financial systems, operations, or automation-focused career path. If you love automation and are looking for that next big thing, apply here!
Your responsibilities vary based on your assigned department and clients, but are likely to include: Assist with routine financial process tasks such as data entry, reconciliations, quality checks, and updating schedules or trackers, Support the maintenance of financial workflows by ensuring data accuracy and flagging inconsistencies, Help document current workflows and maintain up-to-date process guides, Assist with building or updating simple automated workflows under the guidance of senior team members, Help test automations for accuracy and functionality, Monitor workflow performance (e.g., success/failure notifications) and escalate issues when needed, Learn and support basic functions within financial systems (ERP, billing systems, CRM integrations)., Help with user acceptance testing when system changes or upgrades occur, Maintain logs of system issues, improvements, and resolutions, Assist in preparing recurring reports by collecting data, verifying numbers, and formatting outputs, Update dashboards and templates as directed by the Finance Operations and Transformations and Product teams, Perform basic trend reviews and flag unusual variances for review, Respond to internal inquiries related to financial processes or documentation, Coordinate with team members across Finance, Operations, and IT to gather information or support small automation tasks, Participate in process improvement meetings and contribute observations from daily work, Other ad-hoc tasks as assigned.
Qualifications:
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • Basic understanding of financial processes (such as invoicing, expenses, or accounting principles).
  • Comfort using spreadsheets and digital tools (Excel, Google Sheets, basic formulas).
  • Interest in learning automation or workflow tools (e.g., Zapier, Power Automate, Replit, Airtable).
  • Strong organizational skills and attention to detail.
  • Willingness to learn systems quickly and adapt to changing processes.
  • Experience with basic scripting or querying (Excel functions, SQL basics, Python fundamentals) Preferred.
  • Familiarity with flowcharting or process-mapping tools (Lucidchart, Visio, Miro). Preferred.

What You'll Get with ROSE: ROSE is passionate about serving our clients and is dedicated to being a great place to work. Our professional work environment involves working alongside the best and the brightest professionals, competitive compensation plan, with long-term growth opportunities. ROSE also offers a comprehensive benefits package including health insurance subsidies up to 80%, Work + Life Fit options, 401(k) with company match, and educational reimbursements.
See more on our state-of-the-art technology platform here: https://www.easby.ai/
ROSE is an Equal Opportunity Employer. ROSE will not tolerate discrimination against any employee or applicants on any legally-recognized basis including, but not limited to: age; ancestry; childbirth or related medical condition; citizenship; color; creed; familial status; genetic information; height; weight; marital status; national origin; physical or mental disability or handicap; pregnancy; race; religion; sex; sexual orientation; uniform service member status or veteran status.
Third-party resume submissions are not accepted. Any resume submitted will be considered the property of ROSE, and ROSE will not be held liable to pay a placement fee.

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