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Financial Planner Jobs in Reston, VA (NOW HIRING)

Cresset Capital

WEALTH PLANNER

Reston, VA · On-site

$56K - $77K/yr

Present financial plans and communicate complex planning concepts with ease to clients, prospects, and peers * Collaborate with Wealth Advisors and clients' other trusted professionals to deliver ...

Cresset Capital

WEALTH PLANNER

Reston, VA · On-site

$56K - $77K/yr

Present financial plans and communicate complex planning concepts with ease to clients, prospects, and peers * Collaborate with Wealth Advisors and clients' other trusted professionals to deliver ...

ROCS

Financial Planning & Analysis Analyst

Arlington, VA

$26 - $35/hr

Financial Planning & Analysis Analyst Role and Responsibilities: * Contribute to monthly and annual FP&A processes * Support decision making and accurate planning through the development of financial ...

New

Northwestern Mutual

Financial Advisor

Washington, DC

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

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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 14, 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 qualifications are needed to be a financial planner?

To become a financial planner, individuals typically need a bachelor's degree in finance, accounting, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) designation are highly valued and often required by employers, along with relevant experience and strong interpersonal skills.

Is a CFP better than a CPA?

A Financial Planner with a CFP certification specializes in comprehensive financial planning, including investments, estate planning, and retirement strategies. A CPA focuses on accounting, tax preparation, and auditing. Both credentials serve different client needs, and the better choice depends on the specific financial services required.

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.

Is $200,000 enough to work with a financial advisor?

A financial planner typically recommends clients have at least $50,000 to $100,000 in investable assets to work effectively with an advisor, though some firms may accept lower amounts. With $200,000, you generally have sufficient assets to benefit from professional financial planning, including investment management and retirement strategies. The specific services and fees depend on the advisor's fee structure and your financial goals.

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.

Does a financial planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful financial planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly higher incomes, often exceeding six figures. Income can also include commissions and fees for services provided.

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.
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Financial Planner jobs near you
Financial Advisor II

Financial Advisor II

FSA Wealth Partners, Inc.

Rockville, MD • On-site

$70K - $90K/yr

Full-time

Retirement, PTO

Posted yesterday

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