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Financial Planning Associate Jobs in Washington (NOW HIRING)

Range

Senior Financial Planning Associate

Mclean, VA · On-site

If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you. This role is based at Range's Headquarters in McLean, VA.

Range

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 ...

IPL (Indiana)

Senior Associate FP&A

Arlington, VA · On-site

$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 ...

Sonepar

FP&A Manager

Upper Marlboro, MD · On-site

... associates around the globe. Being "Powered by Difference" means we respect and value diverse ... The FP&A Manager will lead budgeting, forecasting, reporting, and ad hoc analysis while helping ...

Sonepar

FP&A Manager

Upper Marlboro, MD · On-site

$120K - $150K/yr

... associates around the globe. Being "Powered by Difference" means we respect and value diverse ... The FP&A Manager will lead budgeting, forecasting, reporting, and ad hoc analysis while helping ...

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 ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Washington

Financial Planning Associate information

See Washington salary details

$15

$36

$76

How much do financial planning associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for financial planning associate in Washington is $36.20, according to ZipRecruiter salary data. Most workers in this role earn between $23.41 and $38.94 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 Washington? The most popular types of Financial Planning jobs in Washington are:
What are popular job titles related to Financial Planning Associate jobs in Washington? For Financial Planning Associate jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Washington look for? The top searched job categories for Financial Planning Associate jobs in Washington are:
What cities in Washington are hiring for Financial Planning Associate jobs? Cities in Washington with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Washington as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 94% Physical, 4% Hybrid, and 2% Remote job distribution, with an average salary of $75,297 per year, or $36.2 per hour.

Senior Financial Planning Associate

Range

Mclean, VA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 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
This is more than a support role; it's a launchpad for a career in financial planning. You'll work alongside Senior and Lead Planners, gaining hands-on experience and mentorship while playing a meaningful part in delivering an exceptional experience to our members. If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you.
This role is based at Range's Headquarters in McLean, VA. Employees hired for this position will work in office Monday-Friday. If you are not currently located in this area, your willingness to relocate will be a contingency for employment.
What you'll do with us :
  • Shadow Senior and Lead Planners to build deep expertise in financial planning, investments, and tax strategy
  • Manage the Planning Team inbox, triaging member questions, routing complex inquiries to Senior Planners, and independently resolving straightforward requests with professionalism and care
  • Guide new members through the onboarding process, validating financial data and ensuring accuracy of client information
  • Conduct initial investment plan reviews, developing your analytical skills while supporting the broader planning team
  • Own outreach to inactive members to re-engage and maintain strong member relationships

What will set you apart:
  • Working toward or holding a CFP® designation
  • 1+ years of experience in wealth management, financial planning, or a client services role
  • Strong organizational skills and clear, professional written communication
  • Comfort with financial services technology and an appetite to learn new tools
  • Enthusiasm for fintech and an interest in how technology is reshaping the future of wealth management

Benefits
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • 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 opportunity 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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