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Financial Planning Assistant Jobs in Virginia (NOW HIRING)

Hogg

Financial Planning & Reporting Manager

Fairfax, VA

$104K - $141K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

shrm

Specialist, Financial Planning & Analysis

Alexandria, VA · Hybrid

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Perform cost-benefit analyses, scenario modeling, and ad hoc financial analyses as needed. * Assist ... Three (3) or more years in FP&A, Finance, Accounting, or related analytical roles. * Experience ...

SHRM

Specialist, Financial Planning & Analysis

Alexandria, VA · Hybrid

$70K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Perform cost-benefit analyses, scenario modeling, and ad hoc financial analyses as needed. * Assist ... Three (3) or more years in FP&A, Finance, Accounting, or related analytical roles. * Experience ...

Hyper Careers Page

FP&A Analyst

Henrico, 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

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

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

INDEVCO North America

FP&A Analyst

Doswell, VA

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

Support continuous improvement and Lean Manufacturing initiatives with financial insights * Assist ... Ensure data integrity across ERP systems (currently using AX) * Support implementation of planning ...

Indevco North America Inc

FP&A Analyst

Doswell, VA · On-site

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

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

[solidcore]

FP&A Analyst

Arlington, VA · Hybrid

$85K - $97K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... board of directors * Assist in the preparation of monthly, quarterly, and annual financial ... Planning & Analysis (FP&A), corporate finance, or a related role Compensation and Benefits:

CFS

FP&A Manager

Reston, VA · On-site +1

$150K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Support month-end close and financial reporting * Assist with SOX compliance and internal controls * Partner cross-functionally to support business initiatives * Support ERP optimization and ...

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Showing results 1-20

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 15, 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 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 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 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.

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.
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, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $60,097 per year, or $28.9 per hour.

Senior Financial Planning & Analysis (FP&A) Analyst

Addison Group

Falls Church, VA • On-site

$35 - $40/hr

Contractor

Medical, Dental, Vision, Retirement

This job post has expired today. Applications are no longer accepted.

Job description

Position Title: Senior Financial Planning & Analysis (FP&A) Analyst
Location: Falls Church, VA (Hybrid)
Assignment Type: Temporary (3-6 Month Contract)
Compensation: $35.00-$40.00 per hour
Work Schedule: Monday - Friday, 9:00 AM - 5:00 PM
Benefits: This position is eligible for Medical, Dental, Vision, and 401(k).
Job Description:
Our client is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to support its Finance team on a contract basis. This position will play a key role in budgeting, forecasting, financial modeling, reporting, and strategic analysis while partnering closely with Accounting and business leaders to support data-driven decision-making.
The ideal candidate has a strong analytical background, advanced Excel skills, and experience supporting planning activities in a fast-paced, growth-oriented organization.
Responsibilities include:
  • Perform monthly variance analysis and explain actual versus budgeted financial results
  • Partner with the Accounting team during month-end close to ensure accurate financial reporting
  • Assist with the preparation of annual budgets, rolling forecasts, and long-range financial plans
  • Build, maintain, and enhance complex financial models to support business planning and decision-making
  • Calculate and administer variable compensation plans, including commissions, bonuses, and incentive accruals
  • Prepare recurring and ad hoc financial reports for executive leadership and key stakeholders
  • Partner with Finance, HR, and Payroll to maintain accurate headcount and expense allocations
  • Analyze financial and operational data to identify trends, risks, and opportunities
  • Recommend and implement process improvements to enhance reporting accuracy and efficiency
  • Support special projects and strategic initiatives as needed

Qualifications:
  • Bachelor's degree in Finance, Accounting, or a related field
  • 3+ years of FP&A or corporate finance experience
  • Advanced Microsoft Excel skills, including financial modeling
  • Strong understanding of budgeting, forecasting, and financial analysis
  • Experience supporting recurring revenue, subscription, services, or technology-based business models preferred
  • Experience with ERP and financial planning systems is preferred
  • Strong analytical, organizational, and problem-solving skills
  • Excellent communication and presentation skills
  • Self-motivated with the ability to manage multiple priorities in a fast-paced environment

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.

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