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Entry Level Financial Planning Jobs in Virginia (NOW HIRING)

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 ...

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 ...

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 ...

InsuraTec

Sales Representative (Remote)

Hampton, 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

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)

Danville, 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)

Woodlawn, 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)

Lincolnia, 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 ...

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Showing results 1-20

All JobsFinancial Planning JobsEntry Level Financial Planning JobsEntry Level Financial Planning Jobs in Virginia

Entry Level Financial Planning information

See Virginia salary details

$35.2K

$60.1K

$103.6K

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

As of Jul 28, 2026, the average yearly pay for entry level financial planning in Virginia is $60,097.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,100.00 and $67,900.00 per year, depending on experience, location, and employer.

What are some common challenges faced by entry-level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

How to become 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, accounting, or related fields. Gaining knowledge of financial planning tools and concepts, passing certifications like the CFP exam, and developing strong communication and analytical skills can help you enter the field; internships or entry-level positions can provide practical experience.

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

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

What is the best entry-level finance job?

An entry-level financial planning role typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common positions include financial analyst, junior planner, or associate, often requiring basic knowledge of financial software and certifications like the CFP or CFA Level I. These roles provide foundational experience in budgeting, investment strategies, and financial advising.

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

For an entry-level financial planning role, a client with $200,000 in assets is generally considered a moderate amount to work with. Financial advisors often set minimum asset thresholds, which can range from $50,000 to $250,000, depending on the firm and services offered. Having this amount allows for comprehensive financial planning, including investment management and retirement planning, but the specific scope depends on the advisor's policies and client needs.

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 solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.

What does a first year CFP make?

A first-year Certified Financial Planner (CFP) typically earns between $50,000 and $70,000 annually, depending on location, firm size, and prior experience. Entry-level CFPs often focus on client onboarding, financial analysis, and developing planning strategies, with potential for salary growth as they gain experience and certifications.
What are the most commonly searched types of Financial Planning jobs in Virginia? The most popular types of Financial Planning jobs in Virginia are:
What are popular job titles related to Entry Level Financial Planning jobs in Virginia? For Entry Level Financial Planning jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planning jobs in Virginia look for? The top searched job categories for Entry Level Financial Planning jobs in Virginia are:
What cities in Virginia are hiring for Entry Level Financial Planning jobs? Cities in Virginia with the most Entry Level Financial Planning job openings:
Entry Level Financial Planning jobs near you
Infographic showing various Entry Level Financial Planning job openings in Virginia as of July 2026, with employment types broken down into 84% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $60,097 per year, or $28.9 per hour.
Financial Management Specialist I

Financial Management Specialist I

Cahaba Federal Solutions

Arlington, VA • On-site

$48K - $82K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 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.

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