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

The AES Corporation

Senior Associate FP&A

Arlington, VA · On-site

$98K - $122K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 ...

LPL Financial

Associate Financial Advisor

Rockville, MD · On-site

  • Medical

  • Retirement

  • PTO

The Associate Financial Advisor will support senior financial advisors in providing comprehensive financial planning and investment management services to clients, contributing to the growth and ...

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 ...

Capital One

Sr. Associate, Financial Analysis

Mclean, VA

$86K - $107K/yr

The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support ...

Capital One

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/yr

The associate will perform core Financial Planning & Analysis (FP&A) duties for their organization, including managing monthly processes & forecasts, perform reporting and analysis to support ...

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 ...

Capital One

Sr. Associate, Financial Analysis

Mclean, VA · On-site

$86K - $107K/yr

Sr. Associate, Financial Analysis We are seeking an analytic problem solver and curiosity-driven ... As a Senior Analyst, Financial Planning & Analysis (FP&A), you will be responsible for financial ...

Capital One

Sr. Associate, Financial Analysis

Mclean, VA

$86K - $107K/yr

Sr. Associate, Financial Analysis We are seeking an analytic problem solver and curiosity-driven ... As a Senior Analyst, Financial Planning & Analysis (FP&A), you will be responsible for financial ...

FSA Wealth Partners, Inc.

Financial Advisor II

Rockville, MD · On-site

$70K - $90K/yr

  • Retirement

  • PTO

... associates to ensure proper preparation and completion of documentation for client meetings and processing client financial information through various financial planning software tools. Financial ...

FSA Wealth Partners, Inc.

Financial Advisor II

Rockville, MD · On-site

$70K - $90K/yr

  • Retirement

  • PTO

... associates to ensure proper preparation and completion of documentation for client meetings and processing client financial information through various financial planning software tools. Financial ...

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Showing results 21-40

All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Reston, VA

Financial Planning Associate information

See Reston, VA salary details

$14

$33

$70

How much do financial planning associate jobs pay per hour?

As of Aug 14, 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 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 Reston, VA?

The most popular types of Financial Planning jobs in Reston, VA are:

What are popular job titles related to Financial Planning Associate jobs in Reston, VA?

For Financial Planning Associate jobs in Reston, VA, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Reston, VA look for?

The top searched job categories for Financial Planning Associate jobs in Reston, VA are:

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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $69,165 per year, or $33.3 per hour.

Senior Associate, Financial Planning & Analysis - Strategic Tech Finance

Capital One

Mclean, VA • On-site

$86K - $107K/yr

Full-time

Re-posted 4 days ago

Capital One rating

7.7

Company rating: 7.7 out of 10

Based on 147 frontline employees who took The Breakroom Quiz

91st of 171 rated banks

Job description

Senior Associate, Financial Planning & Analysis - Strategic Tech Finance
Provide financial support for the FP&A Tech Strategy Finance team, including development of methodologies and processes that provide transparency to financial results, analyzing current financial results to identify and address evolving business issues and opportunities, and supporting Capital One's Tech function as they plan for new initiatives.
Role requires strong communication, problem solving, ability to collaborate cross-functionally, and strong influencing skills in order to effectively:
  • Articulate outcomes of analysis and relevant insights
  • Partner with business leadership to assess the financial implications of various initiatives.
  • Develop presentations to communicate business and analysis results to senior leadership audiences

General Responsibilities:
  • Financial analysis & reporting: Accurately analyze & explain key drivers and manage the regular reporting process
  • Budgeting, forecasting, and Profit & Loss (P&L) management
  • Executive business presentations: Assist in development of presentations to communicate analysis results to senior audiences; clearly articulate outcomes of analysis to leadership teams
  • Ad-hoc requests on acquisition related topics
  • Independently manage, prioritize, and delegate tasks
  • Act as project lead for certain responsibilities on the team

Basic Qualifications:
  • Bachelor's Degree or military experience
  • At least 2 years of experience in financial analysis
  • At least 2 years of experience with financial modeling
  • At least 1 year of experience supporting a Financial Planning & Analysis (FP&A) function

Preferred Qualifications:
  • 3+ years of experience in financial analysis
  • 3+ years of experience with financial modeling
  • 2+ years of experience supporting a Financial Planning & Analysis (FP&A) function
  • 2+ years of "Big 4" consulting experience

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
McLean, VA: $96,500 - $110,100 for Sr. Financial Analyst
New York, NY: $105,300 - $120,100 for Sr. Financial Analyst
Richmond, VA: $87,700 - $100,100 for Sr. Financial Analyst
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to Careers@capitalone.com
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

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