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Financial Planning Associate Jobs in Edgewater, MD

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 ...

Infinite Wise Solutions

Be Seen First

Remote Financial Retirement Planning Professional

Washington, DC · Remote

$1.0K - $250K/yr

Our associates receive the mentorship, training, technology, and professional support needed to ... Why you are interested in retirement planning or financial services * Your previous experience ...

New

Employ Prince George's

Chief Financial Officer

Largo, MD · Hybrid

$160K - $180K/yr

Reporting to the EVP, the CFO directly supervises the director and the Financial Division Associate ... Budgeting and Planning: Oversee the creation and monitoring of budgets, ensuring resources are ...

Quantum Sky

Financial Analyst - Navy ERP

Suitland, MD · On-site

$115K - $125K/yr

Quantum Sky is searching for a Financial Analyst with Navy ERP experience to support a Government ... associates at all levels * High proficiency with Microsoft Office suite, web-based applications ...

Quantum Sky

Financial Analyst - Navy ERP

Suitland, MD · On-site

$115K - $125K/yr

Generate and maintain reports from the ERP system related to budget execution, financial ... associates at all levels * High proficiency with Microsoft Office suite, web-based applications ...

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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 18, 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.

SAP Strategic Budgeting and Planning (SBP) Consultant

Meta Force Technology Staffing LLC

Baltimore, MD • On-site

$66.25 - $86.50/hr

Full-time

Re-posted 17 days ago

Job description

Only USC - 
SAP Strategic Budgeting and Planning (SBP) Consultant

As an SAP Strategic Budgeting and Planning (SBP) Consultant, the SAP Strategic Budget and Planning Consultant will play a pivotal role in supporting strategic budgeting and planning initiatives within public sector ERP environments. Drawing on extensive hands-on experience with SAP SBP modules, Business Planning and Consolidation (BPC), and SAP Ariba, this consultant will focus on implementing and optimizing solutions tailored to the unique needs of government budgeting, financial reporting, and compliance. The consultant’s responsibilities will involve close collaboration with cross-functional teams to deliver integrated SAP solutions that not only fulfill public sector mandates but also drive operational efficiency and enable strategic decision-making. In a public sector setting while leveraging the synergy between SAP SBP and SAP Ariba to connect long-term financial planning with day-to-day procurement activities.

Preferred Qualifications

  • SAP Certification in SAP Strategic Budgeting and Planning (SBP), SAP Business Planning and Consolidation (BPC), or public sector modules.
  • Experience working with federal, state, or municipal agencies.
  • Knowledge of ITIL and public sector ERP support methodologies.
  • Experience with SAP Fiori applications and Power BI integration.
  • Financial Accounting & Controlling (FICO) knowledge
  • Microsoft Excel proficiency (especially for BPC Standard model)
  • Script Logic and Business Rules in BPC
  • Data Manager Packages and EPM Add-in
  • Integration with SAP Analytics Cloud (SAC)

Recommended Certifications

  • SAP Certified Application Associate – SAP Business Planning and Consolidation
  • SAP Certified Application Associate – SAP S/4HANA for Financial Planning
  • SAP Certified Application Associate – SAP BW/4HANA
  • SAP Certified Technology Associate – SAP NetWeaver

Required Qualifications

  • Bachelor’s or Master’s degree in public administration, finance, information systems, or related field.
  • 5+ years of experience implementing SAP SBP or similar planning tools in a public sector environment.
  • Strong understanding of public sector financial management, including appropriations, encumbrances, and fund accounting.
  • Experience with SAP ECC 6.0, SAP S/4HANA, and SAP BW/4HANA.
  • Proficiency in SAP reporting tools such as SAP BusinessObjects Web Intelligence, and SAP Analysis for Microsoft Office.
  • Familiarity with government procurement and compliance frameworks (e.g., FAR, OMB Circulars).

Key Responsibilities

  • Lead the implementation and configuration of SAP SBP to support public sector budget formulation, execution, and performance reporting.
  • Translate agency-specific financial and operational planning requirements into SAP SBP functional designs.
  • Develop and maintain SBP forms, workflows, and reports tailored to government budgeting cycles and fiscal year constraints.
  • Ensure compliance with federal, state, and local financial regulations and reporting standards.
  • Integrate SBP with SAP ECC/ SAP S/4HANA and other modules such as Funds Management (FM), Grants Management (GM), and Public Sector Management (PSM).
  • Support annual budget development, mid-year reviews, and long-range planning processes.
  • Provide training and documentation for agency staff and stakeholders.
  • Troubleshoot and resolve SBP-related issues, including data reconciliation and reporting discrepancies.
  • Collaborate with IT and finance teams to support system upgrades, enhancements, and audit readiness.
  • Analyze current business processes and identify areas for improvement.
  • Collaborate with stakeholders to understand strategic planning needs.
  • Translate business requirements into SAP SBP/IBP solutions.
  • Design SAP SBP solutions tailored to client needs.
  • Configure planning models, key figures, and planning areas.
  • Customize dashboards and analytics for strategic decision-making.
  • Lead or support the implementation of SAP SBP modules.
  • Integrate SBP with other SAP modules like S/4HANA, APO, or BW.
  • Lead end-to-end integration between SAP ECC and SAP Ariba Cloud applications using SAP PI/PO, ABAP, ALE, IDOC, RFC, WSDL, and Enterprise Services.
  • Map Ariba-delivered RFCs and proxy objects into SAP ECC and implement custom enhancements to bridge gaps in out-of-box Ariba–SAP ECC solutions.
  • Synchronize master data including material and service master records across Ariba modules, using custom filters and export programs tailored to business processes.
  • Collaborate with Ariba Shared Services to activate and configure changes aligned with SBP planning requirements.
  • Standardize global sourcing and contract templates and integrate spend analytics using Ariba Spend Visibility with SAP BW or SAC.
  • Develop and roll out SAP Fiori apps for desktop and mobile procurement workflows aligned with SBP planning cycles.
  • Ensure data consistency and system compatibility across platforms.
  • Develop and manage forecasting models.
  • Enable scenario planning to support long-term business strategies.
  • Use predictive analytics to guide strategic decisions.
  • Train end-users and business teams on SBP functionalities.
  • Provide post-implementation support and troubleshooting.
  • Document processes and maintain system configurations.
  • Monitor system performance and recommend enhancements.
  • Stay updated with SAP SBP releases and best practices.
  • Collaborate with cross-functional teams to refine planning processes.

Work Environment8

  • Requires onsite support during core government business hours (e.g., 8:00 AM – 5:00 PM).
  • Occasional evening or weekend availability for critical updates or fiscal year-end activities.
  • Collaborative work with finance, HR, procurement, and IT departments across government entities.