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Financial Planning Assistant Jobs in Silver Spring, MD

Andrews & Cole

FP&A Manager

Centreville, VA · On-site

$90 - $120/hr

They are seeking a highly analytical and strategic FP&A Manager to play a critical role in driving ... * Assist in strengthening financial processes, including accruals, reporting accuracy, and ...

Robert Half

Financial Planning & Analysis Manager

Herndon, VA · On-site

$108K - $142K/yr

Manager, Financial Planning & Analysis (FP& A) Title: Manager, FP& A Reports To: Chief Financial ... Support cash flow forecasting and working capital management efforts. Assist leadership with ...

[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 16819247

Washington, DC · On-site

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

HRB

FP&A Analyst 16819243

Fairfax, VA · On-site

$70 - $100/hr

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 ...

HRB

FP&A Analyst 16819247

Washington, DC · On-site

$70 - $95/hr

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

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 ...

HRB

FP&A Analyst 16819225

Arlington, VA · On-site

$70 - $95/hr

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

Cherry Bekaert

FP&A Analyst 16819225

Arlington, VA · On-site

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

Cherry Bekaert

FP&A Analyst 16819251

Bethesda, MD · On-site

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

Jobtailor

Corporate FP&A Analyst

Washington, DC · On-site

$110 - $150/hr

Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ... Experience with financial planning systems and ERP platforms (e.g., Oracle EPM, Hyperion, SAP, or ...

Cesna Group

Sr. FP&A Analyst

Reston, VA · On-site

$50K - $100K/yr

... packages. * - Assist in developing dashboards and reporting tools to improve decision-making ... improve FP&A processes, reporting accuracy, and operational efficiencies. * - Support ...

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Showing results 21-40

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 22, 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 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

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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 August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $62,785 per year, or $30.2 per hour.

Associate, Financial Planning & Analysis

HITT Contracting

Falls Church, VA • On-site

$67K - $87K/yr

Other

Medical, Dental, Vision, Retirement

Posted 10 days ago

Job description

Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT. Associate, Financial Planning & Analysis Job Description: The FP&A Analyst will play an active role in departmental performance through monthly reporting, quarterly forecasting, and annual budgeting processes to monitor and analyze the company’s operating expenses. The ideal candidate will leverage strong finance and accounting experience to explore historical financial data, predict future results and expand current reporting capabilities. They will challenge the status quo to drive business improvement and should be a proactive self-starter that is driven and able to balance multiple competing priorities. Responsibilities Support the strategic planning process with the development of the annual operating plan, quarterly forecast, and monthly account analysis Work closely with department heads and office leaders to understand their operating expenses and communicate progress through proactive insightful research and trend reporting Review and analyze financial information to drive insights for optimal business decisions Ensure accuracy of cost allocation across the company, track expenses and assist with reclassifications Refine and update financial models used for operational budgeting Assist in the preparation of the quarterly management reporting package Coordinate with other members of the Finance/Accounting team to provide timely and effective financial data Drive process improvement for accuracy and efficiency within areas of responsibility Other ad-hoc support and analysis as needed Qualifications Bachelor’s degree in Accounting, Finance or related experience 0-2 years of related experience including forecasting, budgeting and financial analysis Advanced Microsoft Excel skills with financial modeling experience Knowledge of US GAAP and financial reporting Experience with JD Edwards, Oracle Cloud, or other comparable ERP solution and analytical tools (BI) like PowerBI Strong analytical skills, capable of resolving complex problems Possess exceptional written and verbal communication skills, including ability to articulate financial information to a non-financial audience Task and goal oriented and capable of functioning in an entrepreneurial and corporate setting In accordance with Virginia Senate Bill 215 (SB 215), the base salary range for this position is: $67,000.00 - $87,000.00 Compensation in other cities and states may vary. HITT Contracting offers a competitive total benefits and compensation package including performance-based bonuses, premium health care coverage including vision and dental, employer-matched 401(k), wellness reimbursement program, paid holidays and time-off, and other voluntary benefits and leave types. The determination of salary is based on the candidate’s individual professional experience, qualifications, education, skills, and training. HITT Contracting is an equal opportunity employer. We are committed to hiring and developing the most qualified individuals based on job-related experience, skills, and merit. All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic. We value a respectful, inclusive workplace where everyone has the opportunity to succeed. HITT Contracting maintains a drug-free workplace, consistent with applicable local, state, and federal laws.

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