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

Noblis

Cleared - Financial Analyst

Bethesda, MD · On-site

Supporting the annual budget planning process for IT departments, including preparation of budget ... Associate's degree with 6 years of experience OR High-School with 9 years of experience

Intrepid

Financial Analyst

Mclean, VA · On-site

As the Financial Analyst , you'll have a background in IT financial planning and cost analysis to ... Associate's with 8 years * High school diploma/GED with 10 years KNOWLEDGE & SKILLS : * Proven ...

Intrepidgs

Financial Analyst

Mclean, VA

As the Financial Analyst , you'll have a background inIT financial planning and cost analysis to ... Associate's with 8 years * High school diploma/GED with 10 years KNOWLEDGE & SKILLS : * Proven ...

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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 Jul 25, 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.
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 July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $69,165 per year, or $33.3 per hour.
Financial Advisor II

Financial Advisor II

FSA Wealth Partners, Inc.

Rockville, MD • On-site

$70K - $90K/yr

Full-time

Retirement, PTO

Posted 12 days ago

Job description

SUMMARY

The Financial Advisor II is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/she also works in collaboration with the senior financial advisor(s) and principals of the firm to develop a deeper understanding of FSA’s philosophy and approach to investing. The Financial Advisor II regularly works in conjunction with the client service associates to ensure proper preparation and completion of documentation for client meetings and processing client financial information through various financial planning software tools. Financial advisors meet regularly with the Advice Team for continuous learning, information sharing on best practices, identify departmental gaps, promote consistency in handling of processes and procedures, and regularly reinforce effective advice strategies that successfully cultivate lasting client relationships built upon the firm’s cultural vision.

The Financial Advisor II exercises his or her credentials in financial planning to serve the needs of clients and is expected to demonstrate greater latitude in advice giving and independent decision making, frequently meeting independently with clients whose financial planning needs fall within the scope of the advisor’s professional experience and education.

PRIMARY RESPONSIBILITIES

Client Services

  • Build trust and confidence with each and every client we serve
  • Communicate with clients both verbally and in writing
  • Assist clients with investment and finance-related requests
  • Maintain files, keep detailed notes on client issues, initiate and track actions into CRM
  • Answer client and prospect questions around: retirement analysis, mutual funds and exchange-traded funds, and FSA approach and philosophy
  • Ask clients for introductions/referrals
  • Close business with prospective clients
  • Fully understand financial planning software and troubleshoot as needed
  • Assess and determine what information to show clients to answer questions
  • Demonstrate the ability to quickly get to the heart of the issue
  • Demonstrate being a great educator and communicator of concepts, principals, and issues

Support Advice Department

  • Assist financial advisors with scheduling client and prospect appointments as well as handling meeting preparation
  • Participate in client meetings as needed to take notes and provide support to financial advisors
  • Give sound advice while participating in meetings
  • Work with mentor(s) in the Advice Department to gain exposure to the daily work of an advisor

Software/Web

  • Understand all client-related software including client relationship management (CRM), portfolio management, financial planning, MS Office products
  • Use software to assist in client requests, data entry into financial planning software, internally segment clients, etc.
  • Show working knowledge of custodian website and FSA portal
  • Research various topics via web and other resources

Office Administration

  • Assist with preparation of marketing materials, mailings, and special projects
  • Understand Schwab forms including, but not limited to applications, beneficiary forms, Moneylink applications, etc.
  • Understand FSA forms including, but not limited to Client Profile and Agreement, strategy change letters, termination letters, data input forms for financial planning software, etc.

Cultural Vision Integration

  • Support and implement core values into daily work and team member interactions
  • Participate in training and ongoing learning opportunities as designated by manager

Qualifications

  • Bachelor’s degree minimum
  • Certified Financial Planner(TM) designation
  • Minimum 5 years’ work-related experience
  • Strong verbal and written communication skills
  • Ability to communicate tactfully, diplomatically, clearly, courteously, and professionally
  • Effective team collaboration skills
  • Excellent analytical, problem solving, and interpersonal skills
  • Knowledge of effective training techniques for adult learning and ability to effectively communicate and teach complex processes and concepts
  • Organized, detail-oriented, and ability to multi-task
  • Self-starter who takes initiative with little direction
  • Effective self-direction with ability to make sound decisions with little to no direction
  • Ability to work under pressure with effective self-regulation and self-management skills
  • Effective project management skills and meeting facilitation skills
  • Customer-service oriented with a pleasant demeanor and telephone manner
  • Proficiency in Microsoft Office software, including Word, Excel, PowerPoint, and Outlook