ZipRecruiter

Log In

1

Financial Planner Jobs in Reston, VA (NOW HIRING)

NRECA

Planner, Investment & Retirement Services

Arlington, VA · On-site

$87K - $117K/yr

We are seeking a new team member from the financial services industry to provide personalized ... Responds to requests generated through other planners, seminars and member contact services over ...

AARP

Financial Planning Analyst

Washington, DC · On-site

$92K/yr

Financial Planning and Analysis (FP&A) is responsible for developing AARP's annual budget, three periodic financial forecasts, and multi-year financial plan. The team partners closely with the ...

New

Ameriprise Financial

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 ...

Guru Schools

Financial Planning BA

Washington, DC · On-site

Position Title * Financial Planning BA Position Responsibilities MUST BE LOCAL 4 DAYS ON SITE TO START WILL THAN BE 2-4 DAYS DEPENDING ON MEETINGS Senior Business Analyst Experience: 7+ years ...

next page

Showing results 1-20

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
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

Financial Planner Career Changer Opportunity

Tysons District - Northwestern Mutual

Ashburn, VA

$62K - $72K/yr

Full-time

Medical, Dental, Vision

Posted 9 days ago

Job description

Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance

Ready to turn your experience into something more meaningful? At Tysons District Northwestern Mutual, were redefining what it means to grow a career in financial services. Our team is proud to have four advisors and practices featured on the 2024 & 2025 Forbes Top Financial Security Professionals list, a testament to our commitment to excellence. Rooted in the belief that success should be both personal and purposeful, our mission is to give entrepreneurial-minded individuals the platform to build the life they desire, while making an impact that lasts for generations. With a culture built around the idea that you're "in it for yourself, but never by yourself," teammates genuinely support one anothers growth. From quarterly team events to our no Sunday scaries approach to work, we value connection, balance, and drive. Were also proud to give back through initiatives like Alexs Lemonade Stand and the Leukemia & Lymphoma Society, keeping community at the heart of what we do.
Why Career Changers Could Thrive Here:
  • You already have what it takes, people skills, perseverance, and a desire to make a difference.
  • We provide the training, mentorship, and professional licensing support to help you confidently transition into financial services.
  • Youll be surrounded by a team thats walked the same path, people who once coached, built, designed, or taught before building their own financial practices.
Our thriving office is located at: 8484 Westpark Drive, Suite 700, McLean, VA 22102

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Sep Harandi Managing Director & Co-Founder of Five Pillars Wealth:
  • Time with NM: 5 years
  • Prior Experience: Graduate of the University of Oklahoma; joined NM after completing grad school.
  • Passionate About: A big soccer fan and former collegiate player at Longwood University, Sep also enjoys playing golf and tennis, trying new restaurants, and spending time with his shepherd/husky mix, Chano.
Aubrey Rosser Private Wealth Advisor & Growth and Development Director:
  • Time with NM: 16 years
  • Prior Experience: Former Wall Street professional who transitioned to NM after the 2008 crash to build a more stable and self-directed career.
  • Passionate About: A dual-sport athlete in college (basketball and baseball), Aubrey is also an avid golfer. He enjoys spending time with his wife, Nicole, and their three children.
Bryce Coffee Private Wealth Advisor & Growth and Development Director:
  • Time with NM: 15 years
  • Prior Experience: Worked in private equity in Atlanta, GA prior to joining NM.
  • Passionate About: A golf enthusiast and dedicated sneaker collector (especially Jordans and golf shoes), Bryce enjoys family life with his wife and their three children.
Jason Tiede Private Wealth Advisor & Growth and Development Director:
  • Time with NM: 11 years
  • Prior Experience: Former Director at Blackboard in the education sector.
  • Passionate About: A proud UVA alum and UVA sports fan. He and his wife have three children, and their oldest is heading to the University of Tennessee. Jason and Amanda have long been active supporters of the Leukemia & Lymphoma Society (LLS).
About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
  • Education: A bachelor's degree in finance, business, or a related field is preferred.
  • Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sep Harandi is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.