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Financial Planning Associate Jobs in Virginia (NOW HIRING)

Range

Financial Planner

Mclean, VA · On-site

$80 - $120/hr

... 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 ...

RS&H

Senior FP&A Analyst

Vienna, VA · Hybrid

$85K - $106K/yr

The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive ... with associates who work hard every day to create tomorrow together. We offer an exceptional ...

IPL (Indiana)

Senior Associate FP&A

Arlington, VA

$98K - $122K/yr

The FP&A Analyst's duties will include the following (other duties may be assigned): Forecasting & budgeting: * Coordinate with strategic business units (SBUs) to receive timely and accurate inputs ...

RS&H

Senior FP&A Analyst

Glen Allen, VA · Hybrid

$80K - $100K/yr

The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive ... with associates who work hard every day to create tomorrow together. We offer an exceptional ...

RS&H

Senior FP&A Analyst

Virginia Beach, VA · Hybrid

$81K - $101K/yr

The Opportunity Senior Financial Planning & Analysis (FP&A) Analyst Partner with Leaders. Drive ... with associates who work hard every day to create tomorrow together. We offer an exceptional ...

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 ...

Range

Senior Financial Planner

Mclean, VA · On-site

$80 - $120/hr

... 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 ...

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Financial Planning Associate information

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How much do financial planning associate jobs pay per hour?

As of Sep 6, 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 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.

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.

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.

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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $65,911 per year, or $31.7 per hour.

Wealth Management Associate - Planning

Cassaday & Company, Inc.

Mclean, VA • On-site

$65 - $70/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 10 days ago

Job description

POSITION SUMMARY

The Financial Planning Analyst provides analytical and administrative support to the Financial Planning team, helping advisors deliver exceptional service to clients and prospective clients. This role is responsible for coordinating schedules, preparing meeting materials, managing communications, and supporting the day-to-day operations that keep the planning process running efficiently.

You will report directly to the Director of Financial Planning and have regular interaction with senior executives, department heads, financial planners, clients, prospective clients, and staff.

RESPONSIBILITIES
  • Serve asliaisonbetween financial advisors and their established/prospective clients,respondingto their needs ina timelyand professional manner.
  • Schedule and coordinateclient andprospectmeetings as requested.
  • Confirm allclient andprospectappointments forfinancial advisors.
  • Prepare meeting agendas for existing client review meetings.
  • Prepare and print all materialsneeded in client review meetings.
  • Maintain client account records by ensuring all documents are scanned and filed.
  • Answer incoming phone calls for the firmas needed.
  • Assistfinancialadvisorswith calendar maintenance.
  • Assistfinancial advisorsmanageemail trafficas requested.
  • Provide cross-coverageassistancewithin the Financial Planningdepartment.
  • Assist the Director of Financial Planning with projects and tasks as requested.
REQUIREMENTS
  • Bachelor’s Degree in Finance, and/or 2 successfulinternships in the wealth management industry
  • Must obtain SIE, Series 7, Series 66 and VA Life/Health licenses withinthe first120 daysofemployment.
  • Strong work ethic, client service orientation, job commitment, initiative, organizationalskillsand attention to detail.
  • Ability to work with all levels of management andanticipatesupport requirements
  • Proficiencywith Word, Excel, and Outlook.
  • Excellent verbal and written communication skills.
  • Ability to exercise independent judgment with minimal supervision andmaintaina high degree of confidentialityregardingorganization and personal matters
LOCATION & COMPENSATION

Location: This position is based in our McLean, VA office and offers a hybrid work schedule upon successful completion of the introductory period.

Compensation: The anticipated salary range for this position is$65,000–$70,000 annually, commensurate with experience.

ABOUT US

Cassaday & Company manages approximately $8.4 billion in assets for approximately 3,300 households.

Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

BENEFITS
  • Healthcare options: including medical, dental, vision, and supplemental
    • Majority of premiums paid for by the firm
  • 401(k) options
  • Paid time off
  • Hybrid work option
  • Health & Wellness Program, including paid gym membership and ongoing employee wellness events
  • Paid parking in covered garage, or monthly public transit subsidy
  • Tax-free Dependent Care Assistance
  • Education & Tuition Assistance and Mentorship programs
  • Company-sponsored employee appreciation events
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