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Financial Planning Associate Jobs in Edgewater, MD

Alteryx

Senior Financial Analyst, GTM

Washington, DC · On-site +1

$103K - $134K/yr

You will be responsible for optimizing revenue forecasting, managing headcount planning, and ... Alteryx has amazing benefits for all Associates which can be viewed here. For roles in San ...

Oath

Associate Attorney

Baltimore, MD · On-site

Oath Law & Oath Planning - Estate and Financial Planning Oath is hiring for an Associate Attorney in Baltimore, MD! About The Role We're looking for attorneys who want to help more people than they ...

Morgan Stanley

Finance Associate

Baltimore, MD · On-site

Product Control, FP&A, Management Reporting * Balance Sheet and Revenue Analysis * Profit and Loss Calculations * Regulatory Reporting & Reconciliation * Financial Products such as stocks, bonds, FX ...

BradyPLUS

Area Finance Manager

Washington, DC · On-site

$135K - $145K/yr

Direct experience in a field FP&A role is preferred * Strong executive presence, business acumen ... This range represents what the company reasonably expects to pay an associate for this role based ...

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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 19, 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.

Program Financial Analyst

Association Of Universities For Research In Astronomy

Washington, DC • On-site

Full-time

Retirement, PTO

Posted 21 days ago

Job description

The Program Financial Analyst (PFA) reports to the Associate Director of Administration and is a key member of NOIRLab’s Management Support Services (MSS) organization. MSS includes the Portfolio Management Office (PMO), Finance, Document Management, and other shared business services.

NOIRLab is a complex, matrixed organization with an annual budget of approximately $116M, executed across five Programs and four Service areas. The PFA serves as the primary financial partner for assigned Program(s) and/or Service(s), providing endtoend financial planning, analysis, reporting, and compliance support.

This is a midlevel, highimpact role for a handson financial analyst who enjoys partnering with leadership, translating technical financial data into insights, and supporting datadriven decisionmaking in a missiondriven, scientific research environment.

Essential Functions
Financial Management & Business Partnership
  • Serve as the primary financial partner to Program and/or Service leadership and budget managers.
  • Provide tailored, endtoend financial planning, analysis, and decisionsupport services.
  • Develop and maintain metrics and dashboards to monitor financial health, trends, and risks.
Budget Development & Planning
  • Lead financial support for assigned Program(s)/Service(s) during the annual Program Operating Plan (POP) process.
  • Support preparation of quarterly and annual external financial reports to the National Science Foundation (NSF).
  • Partner with budget managers and AURA Central Administrative Services (CAS) to develop bottomup budgets using appropriate methodologies (e.g., earned value where applicable).
Forecasting & Workforce Planning
  • Produce recurring inyear and multiyear forecasts, rolling budgets, and estimates at completion (EAC).
  • Maintain workforce plans, hiring assumptions, and detailed staffing changes to support quarterly forecasting and reporting.
  • Incorporate scope changes, updated cost data, and evolving assumptions into forecasts.
Proposal & New Funding Support
  • Collaborate with stakeholders to develop compliant, realistic budgets for new funding opportunities and proposals.
  • Translate technical scope into fully costed labor and nonlabor budgets.
  • Develop bases of estimate and provide financial guidance through proposal submission.
Financial Analysis & Reporting
  • Analyze budget vs. actual variances, funding availability, and financial risks.
  • Identify and recommend corrective actions and mitigation strategies.
  • Design and implement new financial reports and analyses in response to emerging needs.
  • Partner with CAS and external experts to develop analytical tools and improve reporting capabilities.
Compliance & Internal Controls
  • Support NOIRLab’s internal controls and ensure compliance with:
    • NOIRLab policies and procedures
    • AURA policies
    • Contractual and award requirements
  • Advise managers on applicability of:
    • OMB Uniform Guidance (2 CFR 200)
    • Federal Acquisition Regulation (FAR)
    • Cost Accounting Standards (CAS)
  • Contribute to continuous improvement of NOIRLab’s financial planning, analysis, and control processes.
Collaboration & Organizational Support
  • Work closely with other PFAs, the NOIRLab Finance team, PMO, Management Team, and CAS.
  • Support crossfunctional initiatives and organizational financial coherence.
Requirements
Education & Experience
  • Bachelor’s or Master’s degree in Finance, Accounting, Business Administration, or equivalent relevant experience.
  • 4+ years of experience in Financial Planning & Analysis (FP&A) or a similar role.
Technical Skills
  • Experience with ERP systems (e.g., SAP, Deltek Costpoint, Oracle, Sage, or similar).
  • Advanced Excel skills and experience working with large, complex data sets.
Core Competencies
  • Strong analytical and criticalthinking skills.
  • Exceptional attention to detail.
  • Effective communication and interpersonal skills with the ability to partner across all levels.
  • Demonstrated curiosity, adaptability, and interest in improving and streamlining processes.
Preferred Qualifications
  • Master’s degree (MBA or similar) or professional financial certification.
  • Experience with:
    • Deltek Costpoint and Cognos BI
    • Business intelligence and data tools (Access, SQL, Business Objects)
  • Background in federally sponsored research, nonprofit, or government contract environments.
  • Familiarity with:
    • OMB Uniform Guidance (2 CFR 200)
    • FAR and CAS
    • Earned Value Management (EVM)
    • Indirect rate development and application
  • Experience training others on financial systems or tools.
  • Proficiency with collaboration tools (e.g., Google Workspace, Confluence, Asana, JIRA).
  • Experience in international, multicultural, or hightechnology environments.
  • Working knowledge of Spanish.
Occasional travel within and outside the contiguous United States.
 
Location: Preferably Tucson, open to Washinton D.C. 
 
The NSF NOIRLab is the preeminent US national center for ground-based, nighttime optical and infrared astronomy. NOIRLab is a Federally Funded Research and Development Center (FFRDC) which operates as a matrix organization, providing services across a range of programs: Gemini, Rubin, MSO (CTIO and KPNO), and CSDC; with facilities in three geographic locations: Arizona, Chile and Hawai’i. The mission of NOIRLab is to enable breakthrough discoveries in astrophysics by developing and operating state-of-the-art ground-based observatories and providing data products and services for our community.
 
Salary Range: $85,000 - $108,000 per year. The final salary will depend on skills, qualifications, experience, and location. 
 
AURA offers an excellent benefits package including paid time off and retirement plan contributions, competitive salary commensurate with experience, and a very attractive work environment. Details on benefits can be found at Benefits by Location - Aura Human Resources
 

This position will remain open until it is filled. Please submit a cover letter and a CV or resume, PDF files preferred. Please name any attachments with the following format: LastName DocName.

Individuals needing assistance with the employment process can request assistance here.

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