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Financial Planner Jobs in Reston, VA (NOW HIRING)

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 ...

Freddie Mac

Financial Planning & Analysis Manager

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 ...

Freddie Mac

Financial Planning & Analysis Manager

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 ...

DLA Piper

FP&A Analyst

Reston, VA · On-site

Summary The FP&A Analyst, working in collaboration with and in support of the firm's strategic initiatives, is a technically skilled, curious, and forward-thinking professional who supports financial ...

Dlapiper

FP&A Analyst

Reston, VA · Hybrid

Summary The FP&A Analyst, working in collaboration with and in support of the firm's strategic initiatives, is a technically skilled, curious, and forward-thinking professional who supports financial ...

VB Spine

Lead Financial Analyst FP&A

Leesburg, VA · On-site

$105K - $117K/yr

Lead Financial Analyst FP&A Location: Leesburg, VA Company: VB Spine Looking for a career where your work truly matters? At VB Spine, you'll be part of a mission-focused team that supports surgeons ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Reston, VA

Financial Planner information

See Reston, VA salary details

$52.6K

$100.8K

$145.4K

How much do financial planner jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial planner in Reston, VA is $100,768.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,200.00 and $106,300.00 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 Reston, VA? The most popular types of Financial Planner jobs in Reston, VA are:
What are popular job titles related to Financial Planner jobs in Reston, VA? For Financial Planner jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Reston, VA look for? The top searched job categories for Financial Planner jobs in Reston, VA are:
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
Infographic showing various Financial Planner job openings in Reston, VA as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $100,768 per year, or $48.4 per hour.

Financial Advisor II

FSA Wealth Partners, Inc.

Rockville, MD • On-site

$70K - $90K/yr

Full-time

Retirement, PTO

Re-posted 24 days ago

Job description

SUMMARY

The Financial Advisor II is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/she also works in collaboration with the senior financial advisor(s) and principals of the firm to develop a deeper understanding of FSA’s philosophy and approach to investing. The Financial Advisor II regularly works in conjunction with the client service associates to ensure proper preparation and completion of documentation for client meetings and processing client financial information through various financial planning software tools. Financial advisors meet regularly with the Advice Team for continuous learning, information sharing on best practices, identify departmental gaps, promote consistency in handling of processes and procedures, and regularly reinforce effective advice strategies that successfully cultivate lasting client relationships built upon the firm’s cultural vision.

The Financial Advisor II exercises his or her credentials in financial planning to serve the needs of clients and is expected to demonstrate greater latitude in advice giving and independent decision making, frequently meeting independently with clients whose financial planning needs fall within the scope of the advisor’s professional experience and education.

PRIMARY RESPONSIBILITIES

Client Services

  • Build trust and confidence with each and every client we serve
  • Communicate with clients both verbally and in writing
  • Assist clients with investment and finance-related requests
  • Maintain files, keep detailed notes on client issues, initiate and track actions into CRM
  • Answer client and prospect questions around: retirement analysis, mutual funds and exchange-traded funds, and FSA approach and philosophy
  • Ask clients for introductions/referrals
  • Close business with prospective clients
  • Fully understand financial planning software and troubleshoot as needed
  • Assess and determine what information to show clients to answer questions
  • Demonstrate the ability to quickly get to the heart of the issue
  • Demonstrate being a great educator and communicator of concepts, principals, and issues

Support Advice Department

  • Assist financial advisors with scheduling client and prospect appointments as well as handling meeting preparation
  • Participate in client meetings as needed to take notes and provide support to financial advisors
  • Give sound advice while participating in meetings
  • Work with mentor(s) in the Advice Department to gain exposure to the daily work of an advisor

Software/Web

  • Understand all client-related software including client relationship management (CRM), portfolio management, financial planning, MS Office products
  • Use software to assist in client requests, data entry into financial planning software, internally segment clients, etc.
  • Show working knowledge of custodian website and FSA portal
  • Research various topics via web and other resources

Office Administration

  • Assist with preparation of marketing materials, mailings, and special projects
  • Understand Schwab forms including, but not limited to applications, beneficiary forms, Moneylink applications, etc.
  • Understand FSA forms including, but not limited to Client Profile and Agreement, strategy change letters, termination letters, data input forms for financial planning software, etc.

Cultural Vision Integration

  • Support and implement core values into daily work and team member interactions
  • Participate in training and ongoing learning opportunities as designated by manager

Qualifications

  • Bachelor’s degree minimum
  • Certified Financial Planner(TM) designation
  • Minimum 5 years’ work-related experience
  • Strong verbal and written communication skills
  • Ability to communicate tactfully, diplomatically, clearly, courteously, and professionally
  • Effective team collaboration skills
  • Excellent analytical, problem solving, and interpersonal skills
  • Knowledge of effective training techniques for adult learning and ability to effectively communicate and teach complex processes and concepts
  • Organized, detail-oriented, and ability to multi-task
  • Self-starter who takes initiative with little direction
  • Effective self-direction with ability to make sound decisions with little to no direction
  • Ability to work under pressure with effective self-regulation and self-management skills
  • Effective project management skills and meeting facilitation skills
  • Customer-service oriented with a pleasant demeanor and telephone manner
  • Proficiency in Microsoft Office software, including Word, Excel, PowerPoint, and Outlook