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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

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

FP&A Analyst

Doswell, VA · On-site

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

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 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 19, 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.

Strategic Financial Planning with Security Clearance

Cornerstone Defense

Fairfax, VA • On-site

$110K - $145K/yr

Contractor

Medical, Dental, Vision, Life, Retirement, PTO

Posted 21 hours ago

Posted today

Job description

Title: Strategic Financial Planning Location: Tysons, VA *Clearance: *Active TS/SCI w/ Polygraph needed to apply * Salary Range: $110,000 to $145,000 Company Overview: Cornerstone Defense is the Employer of Choice within the Intelligence, Defense, and Space communities of the U.S. Government. Realizing early on that our most prized assets are our employees, we continually focus our attention on improving the overall work/life experience they have supporting the mission. Our Team is pushed every day to use their industry leading knowledge to provide end-to-end solutions to combat our nation's toughest and most secure problems. If you are looking for a place to not only be professionally challenged, but encouraged and supported by a company that cares, don't look any further than Cornerstone Defense. Benefits Overview : Cornerstone Defense offers a very comprehensive benefits package including, but not limited to: Medical, Dental and Vision Plans * Generous PTO Policy * 401(k) * HSA and FSA options * Life and Disability Insurance * Tuition Reimbursement and Training * Perks at Work Discount Program * Referral Program * Leads Generation Program * CollegeAmerica 529 * Fitness Reimbursement Program * Travel Assistance * Norton Lifelock Benefit Solutions * Life Planning Financial & Legal Services * Required: * Minimum of a Bachelor's degree with 5+ years of relevant Financial and Business Program experience * Excellent interpersonal skills * Excellent communication - oral and written * Working knowledge of Adobe Acrobat, MS Office, MS Excel and Windows * Working knowledge of financial and contract systems for administration and reporting * Advanced knowledge of Governance/Compliance associated with Contracts and Facilities programming and reporting * Comprehensive and thorough knowledge of: * Benchmarking/metrics * Strategic business planning * Change management * Data modeling/analytics * Creative problem solving * Decision briefing Risk management

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