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Financial Planner Jobs in Silver Spring, MD (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Financial Advisor

Reston, VA · On-site

$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 ...

Financial Advisor

Washington, DC · On-site

$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 ...

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 ...

Showing results 41-60

Financial Planner information

See Silver Spring, MD salary details

$52.2K

$99.9K

$144.2K

How much do financial planner jobs pay per year?

As of Aug 13, 2026, the average yearly pay for financial planner in Silver Spring, MD is $99,947.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,600.00 and $105,400.00 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.

What are the most commonly searched types of Financial Planner jobs in Silver Spring, MD?

The most popular types of Financial Planner jobs in Silver Spring, MD are:

What are popular job titles related to Financial Planner jobs in Silver Spring, MD?

For Financial Planner jobs in Silver Spring, MD, the most frequently searched job titles are:

What job categories do people searching Financial Planner jobs in Silver Spring, MD look for?

The top searched job categories for Financial Planner jobs in Silver Spring, MD are:

What cities near Silver Spring, MD are hiring for Financial Planner jobs?

Cities near Silver Spring, MD with the most Financial Planner job openings:

Infographic showing various Financial Planner job openings in Silver Spring, MD as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $99,947 per year, or $48.1 per hour.

Specialist, Financial Planning & Analysis

Society for Human Resource Management (SHRM)

Alexandria, VA • On-site

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 4 days ago


Job description

SHRM is a member-driven catalyst for creating better workplaces where people and businesses thrive together. As the trusted authority on all things work, SHRM is the foremost expert, researcher, advocate, and thought leader on issues and innovations impacting today's evolving workplaces. With nearly 340,000 members in 180 countries, SHRM touches the lives of more than 362 million workers and their families globally.
Summary
The Specialist, Financial Planning & Analysis (FP&A) supports the organization's budgeting, forecasting, reporting, and financial analysis processes, partnering with business leaders to provide insights that drive informed decision-making and support strategic objectives.
Responsibilities
  • Support the annual budget, monthly forecast, and long-range planning processes.
  • Prepare monthly variance analysis comparing actual results to budget, forecast, and prior year, and communicate key drivers, risks, and opportunities to management.
  • Partner with department leaders to develop budgets and forecasts that reflect business trends, operational initiatives, and strategic priorities.
  • Analyze spending trends, identify risks and opportunities, and provide actionable recommendations to management.
  • Maintain and enhance financial models to support decision-making, forecasting, and strategic planning.
  • Support the administration, reporting, and ongoing enhancement of Workday Adaptive Planning.
  • Perform cost-benefit analyses, scenario modeling, and ad hoc financial analyses as needed.
  • Assist with monthly close activities and coordinate with accounting on accruals, reclassifications, and financial reporting.
  • Prepare financial reports, presentations, and support analyses for management and leadership meetings.
  • Support special projects and perform other duties as assigned.

Education & Experience Requirements
Education
  • Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred or relevant equivalent experience in lieu of degree.

Experience
  • Three (3) or more years in FP&A, Finance, Accounting, or related analytical roles.
  • Experience supporting budgeting, forecasting, financial reporting, and variance analysis.
  • Experience working with financial planning systems such as Workday Adaptive Planning preferred.
  • Experience with NetSuite or similar ERP systems preferred.
  • Experience in for-profit organizations or associations is preferred.

Certifications - NA
Knowledge, Skills & Abilities
  • Excellent analytical aptitude with a proven ability to analyze/interpret data, including financial statements.
  • Strong ability to multi-task and adhere to tight deadlines.
  • Proven expertise in utilizing Workday Adaptive Planning for budgeting, forecasting and financial modeling.
  • Excellent decision-making, problem-solving, interpersonal, verbal, presentation, and written communication skills.
  • Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
  • Ability to work collaboratively, communicate effectively and build consensus across teams and various levels of management.
  • Commitment to high standards, customer service, integrity, and ethics.
  • Self-motivated, with a sense of autonomy, initiative, and responsibility.
  • Ability to effectively leverage artificial intelligence (AI) tools and technologies to streamline workflows, enhance productivity, and improve overall work quality.

Physical Requirements
This position operates in a typical office environment (which includes a home office setting) and requires the ability to perform essential job functions with or without reasonable accommodation. Physical requirements may include:
  • Prolonged periods of sitting at a desk and working on a computer.
  • Frequent use of hands and fingers for typing, handling documents, and using office equipment.
  • Occasional standing, walking, bending, and reaching.
  • Ability to lift and carry up to 30 pounds as needed.
  • Clear verbal and written communication skills for effective interaction with colleagues and stakeholders.

Work Environment
Hybrid Schedule (3 Days In-Office/2 Days Remote)
This position follows a hybrid work schedule, with Tuesday through Thursday in office and Monday and Friday remote. Employees must be available during standard business hours, with core hours beginning between 8:00-9:00 a.m. and concluding between 5:00-6:00 p.m. local time.
Travel: Occasional 0 - 10%
#LI
The hiring range for this position is $70,000 to $85,000 per year. This range is an estimate, and the actual salary may vary based on the candidate's experience, skills, and qualifications. SHRM offers a competitive and comprehensive total rewards package. The benefits for this position include professional growth and development, health, dental, vision, well-being, health savings, flexible spending, retirement, open leave, and annual discretionary bonus and incentives.
Our employment practices are in accordance with the laws that prohibit discrimination against qualified individuals on the basis of race, religion, color, gender, age, national origin, physical or mental disability, genetic information, veteran's status, marital status, gender identity and expression, sexual orientation, or any other status protected by applicable law.
SHRM is an equal opportunity employer (Minority/Female/Disabled/Veteran).
We do not sponsor applicants for work visas.