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Entry Level Financial Planner Jobs in Springfield, VA

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

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

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 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 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 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 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 ...

Showing results 21-40

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 6, 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.

Consultative Offerings - Government & Public Services - Analyst - Accounting and Finance

Deloitte

Rosslyn, VA • On-site

Other

Re-posted 17 days ago


Deloitte rating

8.2

Company rating: 8.2 out of 10

Based on 92 frontline employees who took The Breakroom Quiz

46th of 150 rated financial services


Job description

Join Deloitte's Government & Public Services practice as an Analyst and help organizations address complex challenges that matter. In this role, you will work alongside teams supporting transformation initiatives, improving performance, and helping clients generate measurable value. You will have opportunities to build consulting skills through hands-on experience, collaboration, and exposure across client environments.

Recruiting for this role ends on 7/26/2026.


Work you'll do


As an Analyst in our Government & Public Services practice, you will be an integral member of a client service team, collaborating with diverse and talented team members to help solve multidimensional problems, improve performance, and generate value for our clients. You can capitalize on our cross-industry presence to find your niche and build your individual brand within the organization.


While a career in consulting is dynamic and evolving, we look for people who will perform in specific areas, grow those related skills, and deliver exceptional results to our clients. We recognize that candidates bring different skills, experiences, and interests, so we align Analysts to skills-based profiles that support development and client impact. Setting our people up for success is a priority, and we are currently recruiting Accounting and Finance Analysts whose skills and interests align with the below description:


Accounting and Finance Analyst


This Analyst establishes and maintains financial policies, controls, and records in compliance with accounting principles and statutory requirements, ensuring accurate financial information and effective internal controls. You may also manage components of grant programs, including planning, budgeting, compliance monitoring, and leveraging firm technology assets for enhanced financial reporting and decision-making.


A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others


The team


Deloitte's Government & Public Services practice serves government agencies, higher education institutions, nonprofit organizations, and other public sector organizations. Teams work across strategy, operations, technology, and transformation efforts to help clients improve mission outcomes and organizational performance. Professionals in the practice have opportunities to build specialized experience while working in a collaborative, growth-oriented environment.


Qualifications


Required:


  • Must be currently enrolled in an accredited college or university and expected to graduate by Summer 2027 or have completed a bachelor's degree or higher in Accounting, Business Administration, Finance, or an equivalent program
  • Cumulative grade point average of 3.0 or higher
  • You must reside within a commutable distance (e.g. 100-mile radius) of your assigned office with the ability to commute daily, if required
  • Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve
  • Ability to obtain and maintain a U.S. Security Clearance
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
  • Candidates must be at least 18 years of age at the time of employment


Preferred:

  • Cumulative grade point average of 3.4 or higher
  • Internship, project, or coursework experience in accounting or finance
  • Meet minimum educational requirements for CPA licensure (which may differ from the educational requirements to sit for the CPA exam) in the state of your assigned office location prior to beginning full-time employment

This is an entry-level opportunity intended for candidates interested in beginning or building a career in this field. We welcome applicants from a range of educational and professional backgrounds who meet the qualifications for the role. For roles that require a year or more of work experience, please review the experienced jobs within our careers site.


The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,000 to $87,000.

Qualifications:

Join Deloitte's Government & Public Services practice as an Analyst and help organizations address complex challenges that matter. In this role, you will work alongside teams supporting transformation initiatives, improving performance, and helping clients generate measurable value. You will have opportunities to build consulting skills through hands-on experience, collaboration, and exposure across client environments.

Recruiting for this role ends on 7/26/2026.


Work you'll do


As an Analyst in our Government & Public Services practice, you will be an integral member of a client service team, collaborating with diverse and talented team members to help solve multidimensional problems, improve performance, and generate value for our clients. You can capitalize on our cross-industry presence to find your niche and build your individual brand within the organization.


While a career in consulting is dynamic and evolving, we look for people who will perform in specific areas, grow those related skills, and deliver exceptional results to our clients. We recognize that candidates bring different skills, experiences, and interests, so we align Analysts to skills-based profiles that support development and client impact. Setting our people up for success is a priority, and we are currently recruiting Accounting and Finance Analysts whose skills and interests align with the below description:


Accounting and Finance Analyst


This Analyst establishes and maintains financial policies, controls, and records in compliance with accounting principles and statutory requirements, ensuring accurate financial information and effective internal controls. You may also manage components of grant programs, including planning, budgeting, compliance monitoring, and leveraging firm technology assets for enhanced financial reporting and decision-making.


A successful candidate would possess these skills:

  • Ability to work independently and collaborate as part of a team
  • Effective written and verbal communication skills
  • Meticulous attention to detail and quality of work product
  • Ability to build and sustain professional relationships
  • Ability to lead projects or workstreams
  • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
  • Strong interpersonal skills and professional demeanor
  • Ability to meet deadlines
  • Ability to provide clear guidance to others


The team


Deloitte's Government & Public Services practice serves government agencies, higher education institutions, nonprofit organizations, and other public sector organizations. Teams work across strategy, operations, technology, and transformation efforts to help clients improve mission outcomes and organizational performance. Professionals in the practice have opportunities to build specialized experience while working in a collaborative, growth-oriented environment.


Qualifications


Required:


  • Must be currently enrolled in an accredited college or university and expected to graduate by Summer 2027 or have completed a bachelor's degree or higher in Accounting, Business Administration, Finance, or an equivalent program
  • Cumulative grade point average of 3.0 or higher
  • You must reside within a commutable distance (e.g. 100-mile radius) of your assigned office with the ability to commute daily, if required
  • Ability to travel 50%, on average, based on the work you do and the clients and industries/sectors you serve
  • Ability to obtain and maintain a U.S. Security Clearance
  • Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
  • Candidates must be at least 18 years of age at the time of employment


Preferred:

  • Cumulative grade point average of 3.4 or higher
  • Internship, project, or coursework experience in accounting or finance
  • Meet minimum educational requirements for CPA licensure (which may differ from the educational requirements to sit for the CPA exam) in the state of your assigned office location prior to beginning full-time employment

This is an entry-level opportunity intended for candidates interested in beginning or building a career in this field. We welcome applicants from a range of educational and professional backgrounds who meet the qualifications for the role. For roles that require a year or more of work experience, please review the experienced jobs within our careers site.


The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $84,000 to $87,000.

Education:Bachelor's DegreeEmployment Type:

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