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Financial Planning Associate Jobs in Washington, DC

Range

Senior Financial Planning Associate

Mclean, VA · On-site

If you're passionate about financial planning and eager to grow within a fast-moving, technology-driven firm, this is the opportunity for you. This role is based at Range's Headquarters in McLean, VA.

Alvarez and Marsal

Senior Associate, FP&A

Washington, DC · Hybrid

$96K - $120K/yr

The Team The Senior Associate, FP&A, Federal Practice is a hands-on finance professional responsible for the financial planning and analysis supporting the Federal Practice, a strategic business unit ...

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Financial Planning Associate information

See Washington, DC salary details

$15

$36

$76

How much do financial planning associate jobs pay per hour?

As of Aug 27, 2026, the average hourly pay for financial planning associate in Washington, DC is $36.19, according to ZipRecruiter salary data. Most workers in this role earn between $23.41 and $38.94 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 Washington, DC?

The most popular types of Financial Planning jobs in Washington, DC are:

What are popular job titles related to Financial Planning Associate jobs in Washington, DC?

For Financial Planning Associate jobs in Washington, DC, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Washington, DC look for?

The top searched job categories for Financial Planning Associate jobs in Washington, DC are:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Washington, DC as of August 2026, with employment types broken down into 89% Full Time, 8% Part Time, and 3% Contract. Highlights an 79% In-person, 5% Hybrid, and 16% Remote job distribution, with an average salary of $75,269 per year, or $36.2 per hour.

Financial Planning Associate I

Cassaday & Company

Mclean, VA • On-site

$65K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 2 days ago

New

Job description

POSITION SUMMARY
The Financial Planning Analyst provides analytical and administrative support to the Financial Planning team, helping advisors deliver exceptional service to clients and prospective clients. This role is responsible for coordinating schedules, preparing meeting materials, managing communications, and supporting the day-to-day operations that keep the planning process running efficiently.
You will report directly to the Director of Financial Planning and have regular interaction with senior executives, department heads, financial planners, clients, prospective clients, and staff.
RESPONSIBILITIES
The responsibilities of the position include a cross section of Operations and Financial Planning including, but not limited to:
  • Serve as liaison between financial advisors and their established/prospective clients, responding to their needs in a timely and professional manner.

  • Schedule and coordinate client and prospect meetings as requested.

  • Confirm all client and prospect appointments for financial advisors.

  • Prepare meeting agendas for existing client review meetings.

  • Prepare and print all materials needed in client review meetings.

  • Maintain client account records by ensuring all documents are scanned and filed.

  • Answer incoming phone calls for the firm as needed.

  • Assist financial advisors with calendar maintenance.

  • Assist financial advisors manage email traffic as requested.

  • Provide cross-coverage assistance within the Financial Planning department.

  • Assist the Director of Financial Planning with projects and tasks as requested.

REQUIREMENTS
  • Bachelor's Degree in Finance, and/or 2 successful internships in the wealth management industry

  • Must obtain SIE, Series 7, Series 66 and VA Life/Health licenses within the first 120 days of employment.

  • Strong work ethic, client service orientation, job commitment, initiative, organizational skills and attention to detail.

  • Ability to work with all levels of management and anticipate support requirements

  • Proficiency with Word, Excel, and Outlook.

  • Excellent verbal and written communication skills.

  • Ability to exercise independent judgment with minimal supervision and maintain a high degree of confidentiality regarding organization and personal matters

Location: This position is based in our McLean, VA office and offers a hybrid work schedule upon successful completion of the introductory period.
Compensation: The anticipated salary range for this position is $65,000-$70,000 annually, commensurate with experience.
ABOUT US
Cassaday & Company manages approximately $8.4 billion in assets for approximately 3,300 households.
Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.
BENEFITS
  • Healthcare options: including medical, dental, vision, and supplemental
    • Majority of premiums paid for by the firm
  • 401(k) options
  • Paid time off
  • Hybrid work option
  • Health & Wellness Program, including paid gym membership and ongoing employee wellness events
  • Paid parking in covered garage, or monthly public transit subsidy
  • Tax-free Dependent Care Assistance
  • Education & Tuition Assistance and Mentorship programs
  • Company-sponsored employee appreciation events

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