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Financial Planning Assistant Jobs in Silver Spring, MD

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

Maintain an in-depth understanding of financial planning, investments, and tax planning * Be an active part of a collaborative team and share best practices * Assist our engineering and product teams ...

KBR

Corporate FP&A Analyst

Columbia, MD

Corporate FP&A Analyst We are KBR When you become part of our KBR team, your opportunities are ... Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ...

KBR

Corporate FP&A Analyst

Washington, DC

Corporate FP&A Analyst We are KBR When you become part of our KBR team, your opportunities are ... Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ...

KBR, Inc.

Corporate FP&A Analyst

Arlington, VA · On-site

Corporate FP&A Analyst We are KBR When you become part of our KBR team, your opportunities are ... Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ...

Markon

FP&A Analyst

Chantilly, VA

$170K - $190K/yr

Description Markon is building a talent pool of FP&A Analysts to support future Intelligence ... Further assist in financial statement preparation by identifying and mitigating variances, errors ...

KBR

Corporate FP&A Analyst

Arlington, VA

Corporate FP&A Analyst We are KBR When you become part of our KBR team, your opportunities are ... Analyze financial performance and provide insights on trends, risks, and opportunities * Assist in ...

Markon

FP&A Analyst

Chantilly, VA · On-site

$170K - $190K/yr

Description Markon is building a talent pool of FP&A Analysts to support future Intelligence ... Further assist in financial statement preparation by identifying and mitigating variances, errors ...

Markon

FP&A Analyst

Chantilly, VA · On-site

$170K - $190K/yr

Markon is building a talent pool of FP&A Analysts to support future Intelligence Community customer ... Further assist in financial statement preparation by identifying and mitigating variances, errors ...

STANDARD SOLAR INC

FP&A Sr. Analyst

Rockville, MD · On-site

$100 - $125/hr

... ratio calculations. * Assist in preparing organized, executive-level presentations for senior ... Support the Director of FP&A with related initiatives, analyses, and special projects. Required ...

Standard Solar

FP&A Sr. Analyst

Rockville, MD

$87K - $108K/yr

... Assist in preparing organized, executive-level presentations for senior management. · Provide ad hoc analytical and reporting support to FP&A and other teams within Standard Solar. · Support the ...

Standard-Solar-Inc

FP&A Sr. Analyst

Rockville, MD · On-site

$110 - $150/hr

Assist in preparing organized, executive-level presentations for senior management.Provide ad hoc analytical and reporting support to FP&A and other teams within Standard Solar.Support the Director ...

Standard Solar

FP&A Sr. Analyst

Rockville, MD · On-site

$100K - $125K/yr

... Assist in preparing organized, executive-level presentations for senior management. • Provide ad hoc analytical and reporting support to FP&A and other teams within Standard Solar. • Support the ...

Everfox LLC

Senior Financial Analyst, FP&A

Herndon, VA · On-site

$124.80 - $164.20/hr

... Assist in corporate development financial workstreams including acquisition modeling, synergy ... A processes, tools, templates, and reporting automation to increase consistency and efficiency.

Range

Senior Financial Planner

Mclean, VA · On-site

Maintain an in-depth understanding of financial planning, investments, and tax planning * Be an active part of a collaborative team and share best practices * Assist our engineering and product teams ...

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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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For Financial Planning Assistant jobs in Silver Spring, MD, the most frequently searched job titles are:

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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 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.

Financial Planner

Range

Mclean, VA • On-site

$76K - $103K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 25 days ago

Job description

At Range, we're building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let's create it together.
We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We're growing fast while still small enough that everyone's work is visible and impactful.
About the role
We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.
But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Seattle. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment.
What you'll do with us
  • Gain a deep understanding of our members' unique needs and aspirations to confidently advise them on their financial goals
  • Build and implement iterative financial plans and wealth strategies
  • Maintain an in-depth understanding of financial planning, investments, and tax planning
  • Be an active part of a collaborative team and share best practices
  • Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
  • Research and present investment strategies
  • Coordinate tax filing and estate planning

What will set you apart
  • Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
  • 4-8+ years experience in a client-facing financial services roles
  • Experience with in depth tax planning and building tax projections for clients
  • Significant experience in delivering financial advice directly to consumers
  • Exceptional investment acumen and knowledge of broader planning topics
  • Significant experience using financial services technology
  • Interest in or passion for the tech space, and a desire to change the industry
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred

Benefits
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • Hybrid work environment opportunities available for select employees
  • PTO
  • Top of Market Pay
  • Paid parental leave
  • In-person team & company events

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

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