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Financial Planner Jobs in Washington (NOW HIRING)

Leonardo DRS

Manager Financial Planning

Arlington, VA

$120K - $145K/yr

Job Summary The Manager Financial Planning and Analysis Reporting will be responsible for completing financial analyses and providing data-driven insights on financial performance, both retrospective ...

Leonardo DRS

Manager Financial Planning

Arlington, VA · On-site

$120K - $145K/yr

Job Summary The Manager Financial Planning and Analysis Reporting will be responsible for completing financial analyses and providing data-driven insights on financial performance, both retrospective ...

Hogg

Financial Planning & Reporting Manager

Fairfax, VA · On-site

$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 ...

Hogg

Financial Planning & Reporting Manager

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 ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Washington

Financial Planner information

See Washington salary details

$57.2K

$109.5K

$158K

How much do financial planner jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial planner in Washington is $109,501.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,100.00 and $115,500.00 per year, depending on experience, location, and employer.

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 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 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.

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.
More about Financial Planner jobs

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Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Washington as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $109,501 per year, or $52.6 per hour.

Senior Financial Planning & Analysis (FP&A) Analyst

ECS

Fairfax, VA • On-site

$130K - $150K/yr

Full-time

Posted 18 days ago

Job description

Everforth ECS is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to work in Fairfax, VA.
The Senior Financial Planning & Analysis (FP&A) Analyst is responsible for providing financial planning, forecasting, budgeting, analysis, and strategic decision support for a portfolio of government contracts and corporate operations. This position partners closely with Program Management, Business Development, Contracts, Accounting, and Executive Leadership to develop financial insights that improve operational performance, maximize profitability, and ensure compliance with Federal Acquisition Regulations (FAR), Cost Accounting Standards (CAS), and Generally Accepted Accounting Principles (GAAP).
The ideal candidate possesses strong analytical capabilities, a deep understanding of government contracting financial practices, and experience supporting cost-plus, fixed-price, time-and-materials, and IDIQ contract environments.
Essential Duties and Responsibilities:
Financial Planning & Forecasting
  • Support the annual operating plan (AOP), rolling forecasts, and long-range financial planning processes.
  • Develop monthly, quarterly, and annual revenue, backlog, EBITDA, and cash flow forecasts.
  • Analyze actual financial performance versus budget, forecast, and prior periods.
  • Prepare executive-level financial presentations and business performance reports.
  • Analyze contract profitability, indirect cost allocations, labor utilization, funding status, and burn rates.
  • Identify financial risks and recommend corrective actions.

Financial Reporting
  • Prepare monthly financial packages for senior leadership and parent company.
  • Develop dashboards and KPIs for business performance.
  • Analyze:
    • Revenue
    • Gross margin
    • Direct labor utilization
    • Indirect expenses
    • Contract profitability
    • Cash flow
  • Recommend actions to improve financial performance.

Data Analytics & Process Improvement
  • Build financial models using Excel and business intelligence tools.
  • Automate recurring reports and financial analyses.
  • Improve forecasting accuracy through trend analysis and predictive modeling.
  • Identify opportunities to streamline FP&A processes.

Compliance
  • Ensure compliance with:
    • FAR
    • CAS
    • DCAA requirements
    • Corporate accounting policies
  • Support internal and external financial audits.
  • Maintain strong internal controls over financial reporting.

Salary Range: $130,000 - $150,000
General Description of Benefits
Education
  • Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.

Experience
  • 7-10 years of progressive FP&A or government contracting finance experience.
  • Experience supporting federal government contracts.
  • Experience supporting executive financial reporting.

Preferred Qualifications
  • MBA, CPA, CMA, or CFA designation.
  • Experience with Deltek Costpoint.
  • Experience with Deltek Cognos
  • Experience supporting DCAA audits.
  • Experience with mergers and acquisitions or integration activities is a plus.

Knowledge, Skills & Abilities
  • Strong understanding of FAR, CAS, and DCAA compliance.
  • Advanced financial modeling and forecasting skills.
  • Expertise in Excel, including:
    • Pivot Tables
    • Power Query
    • Advanced formulas
    • Financial modeling

Apply