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Financial Planning Associate Jobs in Reston, VA (NOW HIRING)

IPL (Indiana)

FP&A Associate

Arlington, VA

$105K - $131K/yr

The FP&A Associate will provide wholistic financial management ofa portfolio of ~1GW of thermal and Utility scale renewable power plants in operations. * Wholistic financial management includes ...

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 ...

The AES Corporation

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 ...

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 ...

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 ...

Fannie Mae

Senior Financial Analyst - FP&A

Reston, VA · On-site +1

$85K - $110K/yr

Experience supporting budgeting, forecasting, and analysis for workplace, facilities, and building related expenses CIO CFO - Financial Planning and Analysis - Senior Associate Target Pay Range: $85 ...

Fanniemae

Technology FP&A Lead Analyst

Washington, DC · Hybrid

$109K - $142K/yr

Knowledge of cost allocation methodologies, technology investment analysis, or resource planning processes. CIO CFO - Financial Planning and Analysis - Lead Associate Target Pay Range: $109,000 ...

Fannie Mae

Technology FP&A Lead Analyst

Reston, VA · On-site

$109K - $142K/yr

Knowledge of cost allocation methodologies, technology investment analysis, or resource planning processes. CIO CFO - Financial Planning and Analysis - Lead Associate Target Pay Range: $109,000 ...

Fanniemae

Technology FP&A Lead Analyst

Reston, VA · Hybrid

$109K - $142K/yr

Knowledge of cost allocation methodologies, technology investment analysis, or resource planning processes. CIO CFO - Financial Planning and Analysis - Lead Associate Target Pay Range: $109,000 ...

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Financial Planning Associate information

See Reston, VA salary details

$14

$33

$70

How much do financial planning associate jobs pay per hour?

As of Jun 29, 2026, the average hourly pay for financial planning associate in Reston, VA is $33.25, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $35.77 per hour, depending on experience, location, and employer.

What does an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

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 is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

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.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
What are the most commonly searched types of Financial Planning jobs in Reston, VA? The most popular types of Financial Planning jobs in Reston, VA are:
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What cities near Reston, VA are hiring for Financial Planning Associate jobs? Cities near Reston, VA with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Reston, VA as of June 2026, with employment types broken down into 83% Full Time, 15% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $69,165 per year, or $33.3 per hour.

Associate Wealth Planner - June 2026

Ceritypartners

Reston, VA

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Key responsibilities

  • Support wealth advisors with client relationship management, including regular client contact and communications.

  • Assist with client service such as planning updates, portfolio changes and reviews, information data gathering, implementation of recommendations, correspondence, and reporting.

  • Coordinate complete financial planning and wealth management, including analysis, estate planning, tax strategies, and portfolio management for assets under management.

Job description

The Associate Wealth Planner is a junior advisor/support position that provides technical support for all Financial Advisors. Responsibilities include data gathering, modeling, case design, scenario building, plan development, presentation development, etc. The Associate may participate in client meetings but not in an advice capacity. In addition, this position has no decision-making authority on client matters. Associates may also participate in developing investment and financial planning strategy decisions as part of the team's internal initiatives.

Primary Responsibilities:

Associate Wealth Planners can expect to focus their time supporting our wealth advisors in the following areas:

  • Client relationship management, including ongoing and regular client contact and communications;
  • Client service, including planning updates, portfolio changes and reviews, information data gathering,
    implementation of recommendations, correspondence, and reporting;
  • Client asset management, including coordination of complete financial planning and wealth
    management (analysis, estate planning, tax strategies for assets under management, and portfolio
    management);
  • Client and team meetings, operations support, and special projects, as needed.
  • Other duties as assigned

Required Credentials:

  • Bachelor's degree
  • Series 65 (to be obtained within three months of hire date)
  • 0-2+ years financial planning, estate planning and/or tax planning/ preparation experience
  • Pursuing or has attained a CFP

Skills & Competencies:

  • Self-confidence, personal integrity and an understanding of fiduciary responsibility;
  • A team player, with strong leadership skills and ability to multi-task and manage time effectively;
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook, as well as financial planning, client
    relationship management (CRM) and portfolio management (PM) software;
  • Excellent communication and listening skills;
  • Desire/ability to work successfully in a small company environment;
  • Detail-oriented focus and a professional demeanor;
  • Ability to talk to clients independently
  • Ability to develop wealth planning and investment recommendations and present to clients when applicable
  • Working knowledge of e-Money, Salesforce a strong plus.
  • Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required.
  • Must accept and thrive in a fast-paced, changing environment.
  • Ability to build and maintain relationships with potential and current clients.
  • Tenacious about doing what is right for the client - always.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Top Benefits & Rewards:

  • Benefits: Health, Dental & Vision Insurance, Flexible spending accounts, Health Savings accounts, 401k savings & investment plan
  • Education and Professional Certifications Reimbursement: Eligible for full time colleagues after 90 days of continuous active service.
  • Flexible Paid Time off

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to careers@ceritypartners.com. Applicants must be authorized to work for any employer in the U.S.

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