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Financial Planning Associate Jobs in Edgewater, MD

Sonepar

FP&A Manager

Upper Marlboro, MD · On-site

$120K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... 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 ...

Nashville Public Radio

Associate Director, Finance

Washington, DC · On-site

$130.30 - $242.10/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Why this role matters The Associate Director of FP&A is a key functional leader within the Finance organization who acts as a strategic partner to senior editorial and commercial stakeholders, owns ...

NOAO

Program Financial Analyst

Washington, DC

  • Retirement

  • PTO

The Program Financial Analyst (PFA) reports to the Associate Director of Administration and is a ... Budget Development & Planning * Lead financial support for assigned Program(s)/Service(s) during ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Edgewater, MD

Financial Planning Associate information

See Edgewater, MD salary details

$13

$31

$65

How much do financial planning associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for financial planning associate in Edgewater, MD is $31.02, according to ZipRecruiter salary data. Most workers in this role earn between $20.05 and $33.37 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 Edgewater, MD?

The most popular types of Financial Planning jobs in Edgewater, MD are:

What job categories do people searching Financial Planning Associate jobs in Edgewater, MD look for?

The top searched job categories for Financial Planning Associate jobs in Edgewater, MD are:

What cities near Edgewater, MD are hiring for Financial Planning Associate jobs?

Cities near Edgewater, MD with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Edgewater, MD as of June 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $64,528 per year, or $31 per hour.

Financial Planning & Analysis, Associate

Elevate Infrastructure

Washington, DC • On-site

$90K - $125K/yr

Full-time

Re-posted 9 days ago

Job description

About Elevate
At Elevate, we are deploying reliable energy solutions that power the communities we serve. We're not just building infrastructure; we're enabling the future of energy, supporting massive digital and data center expansions and supporting a more resilient, electrified grid.
Elevate is where top talent meets real impact. We're a lean, mission-driven team accelerating the clean energy transition through bold, meaningful projects. Here, you'll work alongside some of the smartest people in the industry, have a seat at the table from day one, and help shape a company that's building the future of power-fast. If you thrive in dynamic environments, value authenticity over fluff, and want your work to matter, Elevate is the place to be.
Position Summary
  • We are seeking a highly motivated FP&A Associate to support and scale the company's financial planning and reporting, project budgeting, and liquidity forecasting functions. This role will work directly with the Director of FP&A and play a critical role in maintaining financial accuracy, improving processes, and enabling strategic decisions as the company grows.

Key Responsibilities
Corporate Budgeting
  • Support annual budgeting process, including model updates and data consolidation
Project Budgeting & Cost Control
  • Maintain and support detailed project budgets across development and capex phases
  • Track actuals vs. budget and forecast, identifying and explaining variances
  • Ensure consistency between project budgets and financial models
Cash Flow Forecasting & Liquidity Management
  • Maintain and update cash flow forecasts
  • Track and allocate cash actuals across projects and accounts
  • Support preparation of capital call analyses and liquidity planning
  • Assist in maintaining cash rollforwards and balance bridges
Corporate Forecasting
  • Consolidate project and G&A forecasts from department heads
  • Maintain and update corporate forecast models
  • Analyze and report on variances vs. budget and prior forecasts
Systems & Process Improvement
  • Improve structure, consistency, and controls across financial models and datasets
  • Support development of scalable FP&A processes and tools
  • Help implement best practices for version control, data integrity, and reporting
Reporting & Analysis
  • Prepare variance analysis across projects, G&A, and overall cash flows
  • Support development of monthly business review and board presentation materials
  • Build and maintain reporting outputs, dashboards, and supporting analyses

Candidate Profile
Required Experience
  • Bachelor's degree (finance, accounting, economics, or other related quantitative field)
  • 2-5 years of experience in FP&A, investment banking, project finance, or related field
  • Strong Excel / financial modeling skills
  • High attention to detail and strong organizational skills
  • Strong analytical and problem-solving skills
  • Ability to manage multiple workflows and meet deadlines
  • Excellent written and verbal communication skills

Preferred
  • Experience in renewable energy, infrastructure, or project-based industries
  • Exposure to cash flow forecasting, liquidity management, or treasury functions
  • Experience working with complex financial models

Why Join Us?
Make a Meaningful Impact: Play a direct role in accelerating the energy transition by contributing to transformative, utility-scale energy storage projects-especially on complex brownfield and urban-constrained sites where innovation drives real-world results.
Thrive in a Mission-Driven Culture: Be part of a lean, agile team that values integrity, innovation, and decisive execution. We foster a collaborative environment where every team member has a voice and is empowered to make a difference.
Grow with a Company on the Rise: Join at a pivotal moment as we scale from startup to growth stage. You'll have the opportunity to shape strategy, influence outcomes, and grow professionally alongside a company backed by top-tier private equity and poised for significant expansion.
The posted salary range represents the Company's good-faith estimate of the salary range for this position at the time of posting. Actual compensation will be determined based on the skills, experience, and qualifications of the candidate selected.
Employees in this role are also eligible to participate in the Company's annual discretionary bonus program, subject to the terms of the applicable plan.
Elevate is an Equal Opportunity employer and committed to a diverse and inclusive workplace. We welcome all applications regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or Veteran status.
The pay range for this role is:
90,000 - 125,000 USD per year (BK)
90,000 - 125,000 USD per year (SF)

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