Financial Advisor
Vienna, VA · On-site
Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that ...
Vienna, VA · On-site
Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that ...
Vienna, VA · On-site
Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that ...
Falls Church, VA · On-site
$35 - $40/hr
Senior Financial Planning & Analysis (FP&A) Analyst Location: Falls Church, VA (Hybrid) Assignment Type: Temporary (3-6 Month Contract) Compensation: $35.00-$40.00 per hour Work Schedule: Monday ...
Quick apply
Falls Church, VA · On-site
$35 - $40/hr
Senior Financial Planning & Analysis (FP&A) Analyst Location: Falls Church, VA (Hybrid) Assignment Type: Temporary (3-6 Month Contract) Compensation: $35.00-$40.00 per hour Work Schedule: Monday ...
Falls Church, VA · On-site
$35 - $40/hr
Senior Financial Planning & Analysis (FP&A) Analyst Location: Falls Church, VA (Hybrid) Assignment Type: Temporary (3-6 Month Contract) Compensation: $35.00-$40.00 per hour Work Schedule: Monday ...
Falls Church, VA · On-site
$35 - $40/hr
Senior Financial Planning & Analysis (FP&A) Analyst Location: Falls Church, VA (Hybrid) Assignment Type: Temporary (3-6 Month Contract) Compensation: $35.00-$40.00 per hour Work Schedule: Monday ...
Falls Church, VA · On-site
$35 - $40/hr
Senior Financial Planning & Analysis (FP&A) Analyst Location: Falls Church, VA (Hybrid) Assignment Type: Temporary (3-6 Month Contract) Compensation: $35.00-$40.00 per hour Work Schedule: Monday ...
Quick apply
Falls Church, VA · On-site
$35 - $40/hr
Senior Financial Planning & Analysis (FP&A) Analyst Location: Falls Church, VA (Hybrid) Assignment Type: Temporary (3-6 Month Contract) Compensation: $35.00-$40.00 per hour Work Schedule: Monday ...
Purpose Provide strategic financial leadership to build and scale a FP&A function that supports the company's growth and evolving business needs. This role will lead enterprise-level financial ...
Purpose Provide strategic financial leadership to build and scale a FP&A function that supports the company's growth and evolving business needs. This role will lead enterprise-level financial ...
Purpose Provide strategic financial leadership to build and scale a FP&A function that supports the company's growth and evolving business needs. This role will lead enterprise-level financial ...
Purpose Provide strategic financial leadership to build and scale a FP&A function that supports the company's growth and evolving business needs. This role will lead enterprise-level financial ...
Alexandria, VA · Hybrid
$70K - $85K/yr
Summary The Specialist, Financial Planning & Analysis (FP&A) supports the organization's budgeting, forecasting, reporting, and financial analysis processes, partnering with business leaders to ...
Alexandria, VA · Hybrid
$70K - $85K/yr
Summary The Specialist, Financial Planning & Analysis (FP&A) supports the organization's budgeting, forecasting, reporting, and financial analysis processes, partnering with business leaders to ...
$103K - $136K/yr
Summary The Manager of Financial Planning & Analysis (FP&A) will play a critical leadership role in advancing the company's financial strategy, reporting, and operational excellence. This individual ...
$103K - $136K/yr
Summary The Manager of Financial Planning & Analysis (FP&A) will play a critical leadership role in advancing the company's financial strategy, reporting, and operational excellence. This individual ...
Alexandria, VA · Hybrid
$70K - $85K/yr
OverviewThe Specialist, Financial Planning & Analysis (FP&A) supports the organization's budgeting, forecasting, reporting, and financial analysis processes, partnering with business leaders to ...
Alexandria, VA · Hybrid
$70K - $85K/yr
OverviewThe Specialist, Financial Planning & Analysis (FP&A) supports the organization's budgeting, forecasting, reporting, and financial analysis processes, partnering with business leaders to ...
Falls Church, VA · On-site
$91K - $113K/yr
Kastle is seeking a proactive and detail-oriented Senior Financial Analyst (FP&A) to join our growing Finance team. The ideal candidate is highly proficient in financial modeling, has a solid ...
Falls Church, VA · On-site
$91K - $113K/yr
Kastle is seeking a proactive and detail-oriented Senior Financial Analyst (FP&A) to join our growing Finance team. The ideal candidate is highly proficient in financial modeling, has a solid ...
$104K - $141K/yr
Financial Planning & Reporting Manager POSITION OVERVIEW OPNX Talent seeks to fill the full-time position of our client's Financial Planning & Reporting Manager, within the Accounting department ...
$104K - $141K/yr
Financial Planning & Reporting Manager POSITION OVERVIEW OPNX Talent seeks to fill the full-time position of our client's Financial Planning & Reporting Manager, within the Accounting department ...
The Financial Analyst will collaborate with the Director of FP&A to provide support to the Finance Team with analysis on our financial activities including support for the monthly business review ...
The Financial Analyst will collaborate with the Director of FP&A to provide support to the Finance Team with analysis on our financial activities including support for the monthly business review ...
Alexandria, VA · On-site
$70K - $85K/yr
Summary The Specialist, Financial Planning & Analysis (FP&A) supports the organization's budgeting, forecasting, reporting, and financial analysis processes, partnering with business leaders to ...
Alexandria, VA · On-site
$70K - $85K/yr
Summary The Specialist, Financial Planning & Analysis (FP&A) supports the organization's budgeting, forecasting, reporting, and financial analysis processes, partnering with business leaders to ...
Fairfax, VA · On-site +1
$75K - $95K/yr
Financial Planning & Reporting Manager POSITION OVERVIEW OPNX Talent seeks to fill the full-time position of our client's Financial Planning & Reporting Manager, within the Accounting department ...
Fairfax, VA · On-site +1
$75K - $95K/yr
Financial Planning & Reporting Manager POSITION OVERVIEW OPNX Talent seeks to fill the full-time position of our client's Financial Planning & Reporting Manager, within the Accounting department ...
Fairfield, VA · On-site
$100K - $130K/yr
Black Bear Talent is seeking a Financial Planning & Analysis Manager / Director. This role serves as a key business partner to executive and operational leadership and is responsible for forecasting ...
Fairfield, VA · On-site
$100K - $130K/yr
Black Bear Talent is seeking a Financial Planning & Analysis Manager / Director. This role serves as a key business partner to executive and operational leadership and is responsible for forecasting ...
Henrico, VA · On-site
$80K - $100K/yr
The FP&A Analyst at Hyper Solutions plays a key role in supporting the company's financial planning and analysis function by providing data-driven insights that help leaders make informed business ...
Henrico, VA · On-site
$80K - $100K/yr
The FP&A Analyst at Hyper Solutions plays a key role in supporting the company's financial planning and analysis function by providing data-driven insights that help leaders make informed business ...
Mclean, VA · On-site
$106K - $140K/yr
The FP&A Manager will play a critical role in leading financial forecasting for quarterly forecast, annual stress testing, and scenario-based analysis. This individual will lead a group of analysts ...
Mclean, VA · On-site
$106K - $140K/yr
The FP&A Manager will play a critical role in leading financial forecasting for quarterly forecast, annual stress testing, and scenario-based analysis. This individual will lead a group of analysts ...
$106K - $140K/yr
The FP&A Manager will play a critical role in leading financial forecasting for quarterly forecast, annual stress testing, and scenario-based analysis. This individual will lead a group of analysts ...
$106K - $140K/yr
The FP&A Manager will play a critical role in leading financial forecasting for quarterly forecast, annual stress testing, and scenario-based analysis. This individual will lead a group of analysts ...
Fairfield, VA · On-site
$100K - $130K/yr
Black Bear Talent is seeking a Financial Planning & Analysis Manager / Director. This role serves as a key business partner to executive and operational leadership and is responsible for forecasting ...
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Fairfield, VA · On-site
$100K - $130K/yr
Black Bear Talent is seeking a Financial Planning & Analysis Manager / Director. This role serves as a key business partner to executive and operational leadership and is responsible for forecasting ...
Grow advisory, financial planning, and insurance business through proactive business development and referral partnerships. * Partner with banking, trust, and private banking colleagues to deliver ...
Grow advisory, financial planning, and insurance business through proactive business development and referral partnerships. * Partner with banking, trust, and private banking colleagues to deliver ...
$50.1K - $58.1K
2% of jobs
$58.1K - $66.1K
6% of jobs
$66.1K - $74.1K
13% of jobs
$75.8K is the 25th percentile. Wages below this are outliers.
$74.1K - $82.2K
18% of jobs
The median wage is $88.3K / yr.
$82.2K - $90.2K
14% of jobs
$90.2K - $98.2K
15% of jobs
$101.9K is the 75th percentile. Wages above this are outliers.
$98.2K - $106.2K
15% of jobs
$106.2K - $114.2K
4% of jobs
$114.2K - $122.3K
5% of jobs
$122.3K - $130.3K
4% of jobs
$130.3K - $138.3K
3% of jobs
$50.1K
$95.9K
$138.3K
| Aspect | Financial Planner | Financial Advisor |
|---|---|---|
| Certifications | CFP, ChFC | CFP, Series 7, Series 66 |
| Work Environment | Independent or firm-based, comprehensive planning | Bank, brokerage, or independent, investment-focused |
| Primary Focus | Holistic financial planning including retirement, estate, taxes | Investment management and product sales |
| Employer & Industry Usage | Financial planning firms, independent | Financial 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.

7.7
Based on 130 frontline employees who took The Breakroom Quiz
105th of 150 rated financial services
Key Responsibilities
Attend and engage in coaching and training led by the leadership team and established advisors.
Generate client prospects by attending local tradeshows and events, hosting seminars, joining networking groups, utilizing online marketing venues, and asking for referrals.
Develop and execute a marketing plan to attract and engage target audiences that will attract client prospects to build your practice.
Schedule and conduct financial planning and advice meetings with clients and client prospects.
Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.
Achieve or exceed program standards; receive additional compensation opportunities and recognition tied to your results.
Build a book of business as a stand-alone Ameriprise Financial advisor.
If desired, explore teaming opportunities with seasoned financial advisors as you achieve program standards and advance in your training curriculum.
Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all
work-related activities.
Required Qualifications
3+ years of work experience with a proven track record of success.
Have a network of personal and professional contacts within the local area that you may engage for referrals.
Showcase a background in building strong relationships and delivering superior client service.
Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
Ability to obtain required licenses within 150 days of hire:
o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
o State Securities (Series 63 or Series 66)
o State IAR (Series 65 or Series 66)
o State Life, Health Insurance and Variable Products lines
Preferred Qualifications
Four-year college degree, or equivalent
Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
Willingness and desire to be part of a coaching relationship and peer learning environment.
Proven track record of continued success in all industries and careers including, but not limited to: Accountants Attorneys Bankers CERTIFIED FINANCIAL PLANNER professionals* Community leaders Consultants Entrepreneurs Fundraisers Insurance agents Military personnel Professional athletes Real estate agents and developers Risk managers Sales and marketing professionals Teachers and educators
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Exempt/Non-Exempt
Job Family Group
Line of Business
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At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Funds, trusts and financial programs
5,001 - 10,000 Employees
Minneapolis, MN, US
1894