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Financial Planner Jobs in Reston, VA (NOW HIRING)

Atlantic Union Bank

Financial Planner

Mclean, VA · On-site

$30.12 - $50.24/hr

The Financial Planner is responsible for providing support to the Director of Financial Planning and Retirement Plan Services by executing specific tasks related to comprehensive financial planning ...

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

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 ...

DataAnnotation

Financial Planner

Washington, DC · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

DataAnnotation

Financial Planner

Alexandria, VA · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: * This a full-time or part-time REMOTE position

Range

Senior Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

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 ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Reston, VA

Financial Planner information

See Reston, VA salary details

$52.5K

$100.6K

$145.1K

How much do financial planner jobs pay per year?

As of Jun 10, 2026, the average yearly pay for financial planner in Reston, VA is $100,583.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,100.00 and $106,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Planner, and why are they important?

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.

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 Are Financial Planners?

A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals. As a financial planner, you meet with your clients for multiple consultation sessions, which are designed to identify a client's current financial situation and determine a realistic goal for which to aim. You then recommend various strategies and practices to help your client make progress towards their goals. Generally, these recommendations revolve around investment strategies, but you may outline budgetary duties as well. Knowledge of current market trends is crucial, as is experience in business or wealth management.

What are some common challenges Financial Planners face when building a client base, and how can these be effectively 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
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What cities near Reston, VA are hiring for Financial Planner jobs? Cities near Reston, VA with the most Financial Planner job openings:
Financial Planner jobs near you
Financial Planner

Financial Planner

Atlantic Union Bank

Mclean, VA • On-site

$30.12 - $50.24/hr

Full-time

Posted 14 hours ago

Atlantic Union Bank rating

7.2

Company rating: 7.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

96th of 141 rated banks

Job description

The Financial Planner is responsible for providing support to the Director of Financial Planning and Retirement Plan Services by executing specific tasks related to comprehensive financial planning and retirement plan consulting services, maintaining client relationships and client records, and developing additional work product related to planning services, as required.
Position Accountabilities
  1. Financial Planning Preparation and Development:

Work with the Director of Financial Planning in the development of financial plans. Collect, validate and analyze financial data. Input data into financial planning software and develop initial planning recommendations. Demonstrate a broad base of knowledge across all areas of financial planning, including investments, insurance, tax management, retirement analysis and estate planning. Possess a solid understanding of investment markets and products.
  1. Retirement Plan Consulting Services Support:

Provide support for the Director of Retirement Plan Services. Tasks include, but are not limited to, providing objective analysis and investment recommendations on retirement plans as a whole, monitoring investments on at least a quarterly basis, helping to develop services for retirement plan sponsors with fiduciary responsibility. Provide support in developing and presenting in-person and written education to plan participants. May respond to general questions on investments from plan participants. When appropriate, may refer plan participants to financial planning specialists within or outside of the firm. Requires a high level of independence.
  1. Client Contact and Servicing:

Input client leads and manage records in the customer relationship management system. Collect and organize information necessary to complete/revise a financial plan and/or evaluate retirement plan consulting strategy. Provide ongoing support and maintenance of client relationships in the CRM. Handle day-to-day client requests, and follow up to planning and retirement plan consulting projects. Participate in client/prospect meetings. Assists asset management teams with foundational planning analysis for current clients and prospects, upon request.
  1. Marketing and Special Projects:

Conceptualize and develop potential marketing solutions to generate financial planning and/or retirement plan consulting work throughout the year. Handle special projects as assigned for both financial planning and retirement plan consulting areas, demonstrating initiative and increasing ability to complete assignments independently.
Organizational Relationship
This position reports to: Director of Financial Planning
Position Qualifications
Education & Experience
  • Bachelor degree.
  • A CFP® or CEBS designation, or combination of other, relevant designations that demonstrate ability to provide client advice.
  • 2-4 years experience in a financial services company, preferably with a financial advisor/financial planner.

Knowledge & Skills
  • Strong attention to detail and a strong aptitude for learning.
  • Contact involves a variety of internal and external contacts; and requires interpersonal skills to effectively deal with all types of people.
  • Strong communication skills, both written and verbal.
  • Strong analytical and problem-solving skills are required; problems are technically complex and require the collection, interpretation, and analysis of data from diverse sources.
  • Excellent computer skills including Microsoft Office, eMoney, Salesforce, Envestnet Tamarac, and Morningstar.
  • Strong commitment to client service.
  • Personal integrity and ability to discreetly handle confidential data.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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