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Fee Only Financial Planning Jobs in Virginia (NOW HIRING)

Senior Financial Planner

Arlington, VA · Remote

$76K - $127K/yr

Demonstrate a strong understanding of personal financial planning concepts and stay informed of ... Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant ...

New

Sr. FP&A Analyst

Reston, VA · On-site

$50K - $100K/yr

The Senior Analyst, Financial Planning & Analysis, will support financial planning, forecasting ... Due to the high volume of applicant, we regret to inform that only shortlisted candidates will be ...

FP&A Analyst

Chantilly, VA · On-site

$170K - $190K/yr

Description Markon is building a talent pool of FP&A Analysts to support future Intelligence ... The Markon pay range for this position is a general guideline only and not a guarantee of ...

FP&A Analyst

Chantilly, VA · On-site

$170K - $190K/yr

Description Markon is building a talent pool of FP&A Analysts to support future Intelligence ... The Markon pay range for this position is a general guideline only and not a guarantee of ...

FP&A Analyst

Chantilly, VA · On-site

$170K - $190K/yr

Markon is building a talent pool of FP&A Analysts to support future Intelligence Community customer ... The Markon pay range for this position is a general guideline only and not a guarantee of ...

Senior FP&A Analyst

Arlington, VA · On-site

$98K - $122K/yr

AES is the only seven-time winner of the Edison Electric Institute's Edison Awards in the twenty ... The AES Corporation FP&A team is seeking a FP&A Analyst with at least 3 years' experience in ...

Office Assistant Part-Time

Suffolk, VA · On-site

$16 - $21/hr

Financial Planning options (Full time only) * Employee Discounts * Unemployment Insurance * Workers' Compensation * Overtime at Special Events * Comprehensive training RESPONSIBILITIES: * Meet and ...

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Fee Only Financial Planning information

What is fee-only financial planning?

Fee-only financial planning is a type of financial advisory service where the planner is compensated solely by the client and does not receive commissions or incentives from selling financial products. This approach helps eliminate potential conflicts of interest, ensuring advice is focused on the client's best interests. Fee-only planners typically charge hourly rates, flat fees, or a percentage of assets under management. They provide comprehensive financial guidance, including retirement, investment, tax, and estate planning.

How does a fee-only financial planner collaborate with clients and other professionals to develop comprehensive financial plans?

Fee-only financial planners work closely with clients to understand their unique financial goals, gathering detailed information about income, expenses, investments, and risk tolerance. They often collaborate with other professionals, such as tax advisors, estate attorneys, and insurance agents, to ensure all aspects of a client’s financial life are addressed. Regular meetings and clear communication are essential, as planners must update plans in response to life changes or market conditions. Building trust and maintaining transparency about fees and recommendations are key to long-term client relationships.

What are the key skills and qualifications needed to thrive as a fee-only financial planner, and why are they important?

To thrive as a Fee Only Financial Planner, you need a deep understanding of personal finance, investment strategies, and regulatory requirements, often supported by a CFP (Certified Financial Planner) certification or similar credentials. Familiarity with financial planning software, portfolio management tools, and compliance systems is typically required. Exceptional interpersonal skills, integrity, and the ability to communicate complex financial concepts clearly set top professionals apart. These skills are crucial to building trust, delivering objective advice, and helping clients achieve their financial goals without conflicts of interest.

What is the difference between Fee Only Financial Planning vs Certified Financial Planner (CFP)?

AspectFee Only Financial PlanningCertified Financial Planner (CFP)
CredentialsTypically no specific certification requiredMust hold CFP certification
Work EnvironmentIndependent advisors, online platforms, or firmsFinancial planning firms, advisory practices
Industry UsageUsed broadly for fee-based planning servicesProfessional designation for credentialed planners
Search/Comparison IntentUnderstanding fee structures and servicesVerifying professional credentials and expertise

Fee Only Financial Planning refers to a payment model where advisors charge clients directly for their services without commissions. Certified Financial Planner (CFP) is a professional designation indicating a high level of expertise and adherence to ethical standards. While many Fee Only Financial Planners are CFPs, not all are, and the designation emphasizes credentials, whereas fee-only describes the payment structure.

What are popular job titles related to Fee Only Financial Planning jobs in Virginia?

For Fee Only Financial Planning jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Fee Only Financial Planning jobs in Virginia look for?

The top searched job categories for Fee Only Financial Planning jobs in Virginia are:

What cities in Virginia are hiring for Fee Only Financial Planning jobs?

Cities in Virginia with the most Fee Only Financial Planning job openings:

Infographic showing various Fee Only Financial Planning job openings in Virginia as of August 2026, with employment types broken down into 25% Internship, and 75% Full Time. Highlights an 75% In-person, and 25% Hybrid job distribution.

$125K - $350K/yr

Full-time

Medical, Dental, Retirement

Re-posted 8 days ago


Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz


Job description

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. 

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!

Responsibilities:

  • Serve the client's best interests, providing outstanding financial advice guidance
  • Effectively evaluate client situations and analyze their needs
  • Develop and present a compelling set of recommendations
  • Adept at building positive relationships with clients
  • Skilled at influencing clients to improve their financial well-being

Requirements:

  • Direct client-facing experience in a fee-based wealth management or planning role
  • Results driven approach with a consistent track record to form relationships
  • Desire for role with base salary, performance-based compensation and growing earnings potential
  • Must possess an active Series 65
  • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
  • A Clean U-4
  • A Certified Financial Planner (CFP) or other certification is desired but not required

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.


What Edelman Financial Engines employees say

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