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Financial Planning Assistant Jobs in Silver Spring, MD

Hogg

Financial Planning & Reporting Manager

Fairfax, VA

$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 ...

Tulkoff Food Products

FP&A Analyst

Baltimore, MD · On-site

The Financial Planning & Analysis (FP&A) Analyst is a newly established role designed to support ... Partner with department leaders to track spending and improve cost efficiency * Assist with monthly ...

CFS

FP&A Manager

Reston, VA · On-site +1

$150K - $200K/yr

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 ...

[solidcore]

FP&A Analyst

Arlington, VA · Hybrid

$85K - $97K/yr

... 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:

[solidcore]

FP&A Analyst

Arlington, VA · On-site

$85K - $97K/yr

... 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

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 ...

[solidcore]

FP&A Analyst

Arlington, VA · Hybrid

$85K - $97K/yr

... 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:

Cherry Bekaert

FP&A Analyst 16819243

Fairfax, VA · On-site

FP&A Analyst Location: Hybrid - Fairfax, VA Employment Type: Full-Time Overview Cherry Bekaert ... Key Responsibilities * Assist with budgeting, forecasting, and monthly financial analysis * Prepare ...

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Showing results 1-20

All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Silver Spring, MD

Financial Planning Assistant information

See Silver Spring, MD salary details

$36.7K

$62.7K

$108K

How much do financial planning assistant jobs pay per year?

As of Aug 1, 2026, the average yearly pay for financial planning assistant in Silver Spring, MD is $62,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,100.00 and $70,800.00 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 is an assistant financial planner?

An assistant financial planner supports certified financial planners by gathering client information, preparing financial plans, and performing administrative tasks. They often have a background in finance or related certifications and work in financial advisory firms or banks to help develop and implement financial strategies.

Is it hard to become a FA?

Becoming a Financial Planning Assistant typically requires a high school diploma or equivalent, with many roles preferring some college coursework or a degree in finance, accounting, or related fields. Gaining relevant skills such as proficiency with financial software and understanding financial products can improve job prospects, but the role generally involves on-the-job training and certifications like the Series 7 or 66 may be required for advancement.

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 does a financial planning assistant do?

A financial planning assistant supports financial advisors by preparing client documents, gathering financial data, and scheduling meetings. They often use financial planning software and require strong organizational skills to help develop and implement financial plans for clients.

How much do finance assistants get paid?

Finance assistants typically earn an average salary ranging from $40,000 to $55,000 per year, depending on experience, location, and the size of the organization. Entry-level roles may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often include benefits such as health insurance and paid time off.
More about Financial Planning Assistant jobs
What are popular job titles related to Financial Planning Assistant jobs in Silver Spring, MD? For Financial Planning Assistant jobs in Silver Spring, MD, the most frequently searched job titles are:
What job categories do people searching Financial Planning Assistant jobs in Silver Spring, MD look for? The top searched job categories for Financial Planning Assistant jobs in Silver Spring, MD are:
What cities near Silver Spring, MD are hiring for Financial Planning Assistant jobs? Cities near Silver Spring, MD with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant job openings in Silver Spring, MD as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $62,664 per year, or $30.1 per hour.

Financial Planning & Analysis, Associate

Elevate Infrastructure

Washington, DC • On-site

$90K - $125K/yr

Full-time

Posted 22 days ago

Job description

About Elevate
At Elevate, we are deploying reliable energy solutions that power the communities we serve. We're not just building infrastructure; we're enabling the future of energy, supporting massive digital and data center expansions and supporting a more resilient, electrified grid.
Elevate is where top talent meets real impact. We're a lean, mission-driven team accelerating the clean energy transition through bold, meaningful projects. Here, you'll work alongside some of the smartest people in the industry, have a seat at the table from day one, and help shape a company that's building the future of power-fast. If you thrive in dynamic environments, value authenticity over fluff, and want your work to matter, Elevate is the place to be.
Position Summary
  • We are seeking a highly motivated FP&A Associate to support and scale the company's financial planning and reporting, project budgeting, and liquidity forecasting functions. This role will work directly with the Director of FP&A and play a critical role in maintaining financial accuracy, improving processes, and enabling strategic decisions as the company grows.

Key Responsibilities
Corporate Budgeting
  • Support annual budgeting process, including model updates and data consolidation
Project Budgeting & Cost Control
  • Maintain and support detailed project budgets across development and capex phases
  • Track actuals vs. budget and forecast, identifying and explaining variances
  • Ensure consistency between project budgets and financial models
Cash Flow Forecasting & Liquidity Management
  • Maintain and update cash flow forecasts
  • Track and allocate cash actuals across projects and accounts
  • Support preparation of capital call analyses and liquidity planning
  • Assist in maintaining cash rollforwards and balance bridges
Corporate Forecasting
  • Consolidate project and G&A forecasts from department heads
  • Maintain and update corporate forecast models
  • Analyze and report on variances vs. budget and prior forecasts
Systems & Process Improvement
  • Improve structure, consistency, and controls across financial models and datasets
  • Support development of scalable FP&A processes and tools
  • Help implement best practices for version control, data integrity, and reporting
Reporting & Analysis
  • Prepare variance analysis across projects, G&A, and overall cash flows
  • Support development of monthly business review and board presentation materials
  • Build and maintain reporting outputs, dashboards, and supporting analyses

Candidate Profile
Required Experience
  • Bachelor's degree (finance, accounting, economics, or other related quantitative field)
  • 2-5 years of experience in FP&A, investment banking, project finance, or related field
  • Strong Excel / financial modeling skills
  • High attention to detail and strong organizational skills
  • Strong analytical and problem-solving skills
  • Ability to manage multiple workflows and meet deadlines
  • Excellent written and verbal communication skills

Preferred
  • Experience in renewable energy, infrastructure, or project-based industries
  • Exposure to cash flow forecasting, liquidity management, or treasury functions
  • Experience working with complex financial models

Why Join Us?
Make a Meaningful Impact: Play a direct role in accelerating the energy transition by contributing to transformative, utility-scale energy storage projects-especially on complex brownfield and urban-constrained sites where innovation drives real-world results.
Thrive in a Mission-Driven Culture: Be part of a lean, agile team that values integrity, innovation, and decisive execution. We foster a collaborative environment where every team member has a voice and is empowered to make a difference.
Grow with a Company on the Rise: Join at a pivotal moment as we scale from startup to growth stage. You'll have the opportunity to shape strategy, influence outcomes, and grow professionally alongside a company backed by top-tier private equity and poised for significant expansion.
The posted salary range represents the Company's good-faith estimate of the salary range for this position at the time of posting. Actual compensation will be determined based on the skills, experience, and qualifications of the candidate selected.
Employees in this role are also eligible to participate in the Company's annual discretionary bonus program, subject to the terms of the applicable plan.
Elevate is an Equal Opportunity employer and committed to a diverse and inclusive workplace. We welcome all applications regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or Veteran status.
The pay range for this role is:
90,000 - 125,000 USD per year (BK)
90,000 - 125,000 USD per year (SF)

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