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Financial Planning Associate Jobs in Virginia (NOW HIRING)

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Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

... 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 ...

Range

Senior Financial Planner

Mclean, VA · On-site

... Associate (ECA) or similar * 6-9+ years experience in a client-facing financial services roles * Experience with in depth tax planning and building tax projections for clients * Significant ...

WealthCrossing

Associate Advisor

Richmond, VA · On-site

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... WealthCrossing was named one of Financial Planning's Best RIAs to Work For in 2025, a recognition ...

WealthCrossing

Associate Advisor

Richmond, VA · On-site

$75K/yr

Associate Advisor Why work for our firm? WealthCrossing is a wealth management firm that takes ... WealthCrossing was named one of Financial Planning's Best RIAs to Work For in 2025, a recognition ...

Capital One

Sr. Associate, Financial Analysis

Richmond, VA · On-site

$84K - $105K/yr

The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support ...

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How much do financial planning associate jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for financial planning associate in Virginia is $31.69, according to ZipRecruiter salary data. Most workers in this role earn between $20.48 and $34.09 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial planning associate, and why are they important?

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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 Associate jobs in Virginia?

For Financial Planning Associate jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Virginia look for?

The top searched job categories for Financial Planning Associate jobs in Virginia are:

What cities in Virginia are hiring for Financial Planning Associate jobs?

Cities in Virginia with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $65,911 per year, or $31.7 per hour.

Associate MERCHANDISE FINANCIAL PLANNER

NEXCOMHQ

Virginia Beach, VA • On-site

Full-time

Re-posted 8 days ago

Job description

Note 1: This is a Grade/Salary Code progression position. Selectee may advance non-competitively to the next higher level (Merchandise Financial Planner, NF4B) upon successful completion of qualification requirements.
Job Summary:
Assist higher level Merchandise Financial Planner with the development and implementation of financial plans including sales, inventory and profit. Assists with monitoring sales and profit results and may provide recommendations to achieve financial goals.
Duties and Responsibilities:
  • Performs the following in the capacity of an assistant.
    Develops the retail merchandise fiscal financial budget goals and procedures working closely with buyers and inventory planners.
    Applies knowledge of merchandise planning and analysis to perform monthly financial reviews. Identifies trends, potential growth opportunities and areas of concern; develops and monitors action plans for the merchandising departments and the ecommerce web store.
    Manages the financial planning process for their areas of responsibilities within the Merchandise division.
    Responsible for the development, implementation and oversight of the order approval and open to buy process relating to sales and inventory for their retail merchandise categories.
    Develops, implements, and performs analysis of special projects.
  • Plans, prepares, controls, and completes management projects and related correspondence as it relates to the merchandising financial planning tools.
  • Prepares communication to the field relative to sales, inventory, and gross profit analysis.
    Responsible for supervision and training of their direct reports, Financial Planners and schedules work; prepares performance reviews; selects, approves, and/or recommends associate hiring/promotions and other personnel actions.
  • Works under the supervision of Senior Merchandising Financial Planner who establishes deadlines and indicates scope of responsibility.
  • Incumbent receives minimum supervision and carries out mission with a high degree of independence and exercises initiative and judgment in resolving problems and executing assignments.
  • Carries out duties in accordance with established methods, procedures and guidelines.
    Carries out policy of courtesy and service.
  • Recognizing the importance of attention required in a retailing and service organization, exercises tact, good manners and courtesy when working with fellow associates and external customers.
    Tactfully responds to inquiries and provides assistance in prompt, friendly, and professional manner.
  • Performs other duties as assigned.
  • Incumbent may progress non-competitively to a Merchandise Financial Planner position, NF-04 (SC 4B) upon the completion of qualification requirements and training within a 2-year timeframe; advancement is not permitted with less than 1 year in current position.
  • The incumbent of this position must file a Financial Disclosure Report (OGE) Form 450, as required.

A Total of 5 years of experience consisting of the following :
GENERAL EXPERIENCE:
3 years of experience in administrative professional or other responsible work that enabled the applicant to gain knowledge of retail merchandising and procurement practices demonstrated skill in dealing with others in a business environment and the ability to analyze problems and recommend practical solutions using sound judgment.
OR SUBSTITUTION OF EDUCATION FOR EXPERIENCE:
1 year of academic study above the high school level may be substituted for 9 months of experience up to a maximum of a 4 years bachelors degree for 3 years of general experience.
AND SPECIALIZED EXPERIENCE:
2 years of experience in the following Procurement practices methods and procedures Developing and managing an open to buy system Developing seasonal financial plans Preparation of inventory projections Monitoring and maintenance of sales inventory levels and stock turns Review and analysis of sales inventory and profit trends Database spreadsheet software applications Supervisory responsibility of human resources etc.

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