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Financial Planning Assistant Jobs in Virginia (NOW HIRING)

Hogg

Financial Planning & Reporting Manager

Fairfax, VA · On-site

$104K - $141K/yr

TITLE: Financial Planning & Reporting Manager POSITION OVERVIEW OPNX Talent seeks to fill the ... Other (5%) Assist with federal/single and financial statement audit for multiple entities and ...

Hogg

Financial Planning & Reporting Manager

Fairfax, VA · On-site +1

$75K - $95K/yr

TITLE: Financial Planning & Reporting Manager POSITION OVERVIEW OPNX Talent seeks to fill the ... Other (5%) • Assist with federal/single and financial statement audit for multiple entities and ...

Hyper Careers Page

FP&A Analyst

Richmond, VA · On-site

$80K - $100K/yr

Support ongoing enhancements to financial systems including NetSuite, DOMO, and future FP&A platforms * Assist with data validation, process documentation, and reporting automation initiatives

Indevco North America Inc

FP&A Analyst

Doswell, VA · On-site

Position Overview The FP&A Analyst supports financial planning, forecasting, and performance ... Support continuous improvement and Lean Manufacturing initiatives with financial insights * Assist ...

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Virginia

Financial Planning Assistant information

See Virginia salary details

$35.2K

$60.1K

$103.6K

How much do financial planning assistant jobs pay per year?

As of Aug 27, 2026, the average yearly pay for financial planning assistant in Virginia is $60,097.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,100.00 and $67,900.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are the most commonly searched types of Financial Planning jobs in Virginia?

The most popular types of Financial Planning jobs in Virginia are:

What are popular job titles related to Financial Planning Assistant jobs in Virginia?

For Financial Planning Assistant jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Virginia look for?

The top searched job categories for Financial Planning Assistant jobs in Virginia are:

What cities in Virginia are hiring for Financial Planning Assistant jobs?

Cities in Virginia with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $60,097 per year, or $28.9 per hour.

Wealth Management Associate - Planning

Cassaday & Company

Mclean, VA • Hybrid

$65K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

New

Job description

POSITION SUMMARY 

 
 

The Financial Planning Analyst provides analytical and administrative support to the Financial Planning team, helping advisors deliver exceptional service to clients and prospective clients. This role is responsible for coordinating schedules, preparing meeting materials, managing communications, and supporting the day-to-day operations that keep the planning process running efficiently. 

You will report directly to the Director of Financial Planning and have regular interaction with senior executives, department heads, financial planners, clients, prospective clients, and staff. 

RESPONSIBILITIES 

The responsibilities of the position include a cross section of Operations and Financial Planning including, but not limited to:  

  • Serve as liaison between financial advisors and their established/prospective clients, responding to their needs in a timely and professional manner.  

  • Schedule and coordinate client and prospect meetings as requested.  

  • Confirm all client and prospect appointments for financial advisors.  

  • Prepare meeting agendas for existing client review meetings.  

  • Prepare and print all materials needed in client review meetings.  

  • Maintain client account records by ensuring all documents are scanned and filed.   

  • Answer incoming phone calls for the firm as needed.   

  • Assist financial advisors with calendar maintenance.  

  • Assist financial advisors manage email traffic as requested.  

  • Provide cross-coverage assistance within the Financial Planning department.  

  • Assist the Director of Financial Planning with projects and tasks as requested.  

REQUIREMENTS 

  • Bachelor’s Degree in Finance, and/or 2 successful internships in the wealth management industry  

  • Must obtain SIE, Series 7, Series 66 and VA Life/Health licenses within the first 120 days of employment.

  • Strong work ethic, client service orientation, job commitment, initiative, organizational skills and attention to detail.  

  • Ability to work with all levels of management and anticipate support requirements  

  • Proficiency with Word, Excel, and Outlook.  

  • Excellent verbal and written communication skills.  

  • Ability to exercise independent judgment with minimal supervision and maintain a high degree of confidentiality regarding organization and personal matters 

Location: This position is based in our McLean, VA office and offers a hybrid work schedule upon successful completion of the introductory period.

Compensation: The anticipated salary range for this position is $65,000–$70,000 annually, commensurate with experience.

ABOUT US

Cassaday & Company manages approximately $8.4 billion in assets for approximately 3,300 households.

Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

BENEFITS

  • Healthcare options: including medical, dental, vision, and supplemental
    • Majority of premiums paid for by the firm
  • 401(k) options
  • Paid time off
  • Hybrid work option
  • Health & Wellness Program, including paid gym membership and ongoing employee wellness events
  • Paid parking in covered garage, or monthly public transit subsidy
  • Tax-free Dependent Care Assistance
  • Education & Tuition Assistance and Mentorship programs
  • Company-sponsored employee appreciation events

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