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Financial Planner Jobs in Virginia (NOW HIRING)

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

About the role We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This ...

Range

Senior Financial Planner

Mclean, VA · On-site

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their ...

Osaic

AVP, Financial Planning Experience

Petersburg, VA · Hybrid

$140K - $165K/yr

Current Employees and Contractors Apply HereOsaic Careers AVP, Financial Planning Experience Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 Berwyn: 850 Cassett Road, 100 ...

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Financial Planner information

See Virginia salary details

$50.1K

$95.9K

$138.3K

How much do financial planner jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial planner in Virginia is $95,852.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,300.00 and $101,100.00 per year, depending on experience, location, and employer.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Virginia? The most popular types of Financial Planner jobs in Virginia are:
What are popular job titles related to Financial Planner jobs in Virginia? For Financial Planner jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Virginia look for? The top searched job categories for Financial Planner jobs in Virginia are:
What cities in Virginia are hiring for Financial Planner jobs? Cities in Virginia with the most Financial Planner job openings:
What are popular job titles related to Financial Planner jobs in VA? For Financial Planner jobs in VA, the most frequently searched job titles are:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $95,852 per year, or $46.1 per hour.

Financial Planner

Cary Street Partners Financial LLC

Virginia Beach, VA • On-site

$72K - $96K/yr

Full-time

Posted 7 days ago

Job description

Description:

The Financial Planner helps the Financial Advisors maintain client relationships and accounts. This individual helps prepare and present financial plans to clients and monitors progress toward achieving client goals while maintaining all compliance and customer service standards. The Financial Planner ensures data integrity and prepares reports using various software applications. This position reports to the Branch Office Manager of the Virginia Beach, VA office.


Position Responsibilities and Essential Functions

  • With the Financial Advisor, meets with clients and prospects to discuss and evaluate all aspects of financial planning and services.
  • Builds, strengthens and retains client relationships by proactively meeting and, when possible, exceeding client expectations.
  • Takes a strategic perspective in managing existing client relationships by understanding client goals and concerns and seeking solutions to client needs.
  • Regularly communicates with clients to keep the Financial Advisor appraised of life events and changes in financial circumstances or goals.
  • Provides a consistently positive client experience through excellent service and execution in maintaining client accounts.
  • Displays deep industry knowledge in assisting clients.
  • Participates in client meetings, documents notes and action items in the firm CRM, and follows through to completion.
  • Coordinates with external centers of influence such as CPAs and estate attorneys to deliver a cohesive, family-office client experience.
  • Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, and evaluates risk tolerance.
  • Collaborates with Financial Advisor on portfolio design and is part of the trading process to ensure clients’ portfolios align with their goals/objectives.
  • Develops financial plans for clients using platforms such as eMoney and BlackDiamond.
  • Prepares materials for annual review meetings with clients to discuss investments, strategies, and goals.
  • Prepares client proposals, client books, and presentations.
  • Ensures all industry, SEC, and firm compliance standards are met.
  • Maintains industry qualifications and completes ongoing continuing education requirements.
  • Assists with special projects and other duties as assigned.

Professional Skills and Experience

  • At least three years’ prior experience in financial services, financial planning, or asset management.
  • CFP® certification strongly preferred.
  • Knowledge of SEC rules and related procedures.
  • Knowledge of various custodial, planning and financial services platforms.
  • Bachelors’ degree required.

Personal Attributes

  • Strong verbal and written communication skills to effectively work with clients and colleagues.
  • Collaborative team player with a positive attitude with a team mindset.
  • Have a high level of integrity and the willingness to continuously learn.
  • Ability to work effectively on multiple projects with different associates.
  • Ability to represent the Firm and team in a positive professional manner.
  • Ability to learn new processes quickly, take initiative, and multi-task with minimal supervision; self-starter and driven.
  • Ability to maintain confidentiality.
  • Willingness to travel.
  • Ability to organize and prioritize work with attention to detail.
  • Strong computer skills.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States.

Requirements: