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Financial Planning Associate Jobs in Virginia (NOW HIRING)

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/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 ...

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/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 ...

Sr. Associate, Financial Analysis

Richmond, VA · On-site

$84K - $105K/yr

Sr. Associate, Financial Analysis We are seeking an analytic problem solver and curiosity-driven ... As a Senior Analyst, Financial Planning & Analysis (FP&A), you will be responsible for financial ...

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/yr

Sr. Associate, Financial Analysis We are seeking an analytic problem solver and curiosity-driven ... As a Senior Analyst, Financial Planning & Analysis (FP&A), you will be responsible for financial ...

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/yr

Sr. Associate, Financial Analysis We are seeking an analytic problem solver and curiosity-driven ... As a Senior Analyst, Financial Planning & Analysis (FP&A), you will be responsible for financial ...

Sr. Associate, Financial Analysis We are seeking an analytic problem solver and curiosity-driven ... As a Senior Analyst, Financial Planning & Analysis (FP&A), you will be responsible for financial ...

Associate, Advisor

Reston, VA · On-site

  • Medical

  • Retirement

  • PTO

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Provide support to Advisors in all areas of financial planning. * Initiate and field client calls ...

Associate, Advisor

Reston, VA · On-site

  • Medical

  • Retirement

  • PTO

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Provide support to Advisors in all areas of financial planning. * Initiate and field client calls ...

Financial Advisor - Oconomowoc

Sussex, VA · On-site

$400K/yr

  • Retirement

  • PTO

Grow advisory, financial planning, and insurance business through proactive business development ... Support and educate bank associates to strengthen referral opportunities and client engagement.

Associate, Advisor

Reston, VA · On-site

  • Medical

  • Retirement

  • PTO

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Provide support to Advisors in all areas of financial planning. * Initiate and field client calls ...

As the Financial Analyst , you'll have a background in IT financial planning and cost analysis to ... Associate's with 8 years * High school diploma/GED with 10 years KNOWLEDGE & SKILLS : * Proven ...

FINANCIAL ANALYST ASSOCIATE

Falls Church, VA · Hybrid

$25.63 - $34.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Data, Financial Planning, Forecasting Certifications: None Experience: 0 + years of related experience US Citizenship Required: No FINANCIAL ANALYST ASSOCIATE Contribute to the strategic ...

New

As the Financial Analyst , you'll have a background inIT financial planning and cost analysis to ... Associate's with 8 years * High school diploma/GED with 10 years KNOWLEDGE & SKILLS : * Proven ...

... associates supporting some of the largest strategic initiatives within Card Tech and across the ... At least 4 years' experience managing a Financial Planning & Analysis (FP&A) function. * At least 3 ...

Senior Tax Associate

Richmond, VA · Hybrid

$81K - $100K/yr

They're hiring a Senior Tax Associate to join their Tax team, reporting into the Tax & Financial Planning Manager. This is a strong fit for someone with public accounting experience who wants to move ...

Financial Advisor

Richmond, VA · On-site

$80K - $125K/yr

... financial planning, employee benefits solutions, insurance, investments, and qualified plans ... We are here to serve and to make a difference in the lives of our associates, the community, and ...

Showing results 41-60

Financial Planning Associate information

See Virginia salary details

$13

$31

$67

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:
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.

Sr. Associate, Financial Analysis

Capital One

Mclean, VA • On-site

$86K - $107K/yr

Full-time

Re-posted 18 days ago


Capital One rating

7.7

Company rating: 7.7 out of 10

Based on 146 frontline employees who took The Breakroom Quiz

91st of 171 rated banks


Job description

Sr. Associate, Financial Analysis
Capital One is seeking a motivated professional for a Senior Associate in the Card Tech Finance team. 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 presentation and ad hoc requests, preparing profit & loss or other statements, build reports for higher level associates, and conducting scenario planning to strategically advise senior leaders. This role will also contribute to the storytelling that ultimately goes to the Finance Senior Leadership team.
As a Senior Financial Analyst, you will have the opportunity to partner with business customers on driving strategic business direction that leads to sustainable performance. You will also be asked to challenge our current processes to be more proactive, effective and efficient. Key competencies to be successful in this role include:
  • Strong communication and influencing skills
  • Analytical curiosity and problem solving skills
  • Ability to independently manage and prioritize tasks
  • Teamwork and a willingness to share knowledge/help others on the team when challenges arise
  • Passion to learn and continuously develop traditional FP&A skills as well as technical skills (i.e. SQL, Tableau, and Python )

Key Responsibilities:
  • Deliver accurate, meaningful, and efficient financial forecasts and management reporting to help our partners deliver on their financial objectives
  • Financial reporting and analysis, including budgeting, forecasting, variance analysis, financial reporting, and P&L management
  • Coordinate and collect input data from Business and Financial Analysts in different departments, check data integrity, summarize and convert data, run models, verify, analyze, and communicate output data
  • Business presentations: Assist in development of presentations to communicate analysis results to senior audiences, clearly articulate outcomes of analysis to leadership teams
  • Ad-hoc requests and special projects

Basic Qualifications:
  • Bachelor's Degree or military experience
  • At least 2 years of experience in financial analysis
  • At least 1 year of experience with financial modeling

Preferred Qualifications:
  • Bachelor's Degree in a quantitative major (Finance, Accounting, Economics, Mathematics, Engineering, or a combination)
  • Master's Degree in Business Administration (MBA) or Master's Degree in Finance
  • Chartered Financial Analyst (CFA) license or Certified Public Accountant (CPA) license
  • 3+ years' experience in financial analysis
  • 3+ years' experience with financial modeling
  • Previous experience with Microsoft Excel or Google Sheets

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $96,500 - $110,100 for Sr. Financial Analyst
Richmond, VA: $87,700 - $100,100 for Sr. Financial Analyst
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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