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Wealth Planning Associate Jobs in Springfield, VA

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Senior Financial Planning Associate

Mclean, VA · On-site

We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all in one platform instead of scattered across different advisors and apps. We're backed by Google ...

114 Private Wealth

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Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

Our practice provides comprehensive wealth management and financial planning through a ... Position Overview The Wealth Associate will work closely with our Wealth Advisors, Wealth ...

114 Private Wealth

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Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

Our practice provides comprehensive wealth management and financial planning through a ... We are seeking an experienced Senior Registered Wealth Associate to join our growing practice. This ...

Jobot

Estate Planning Attorney

Rockville, MD · On-site

$85K - $140K/yr

... and wealth planning and preservation. Why join us? ----- 401(k) 401(k) matching Dental insurance ... Associate Attorney with at least three (3) years of experience to join their growing (adding ...

W3Global Inc.

Wealth Advisor

Mclean, VA

$100K - $250K/yr

The Wealth Advisor serves as the primary relationship manager for assigned client relationships and ... Review planning analyses and recommendations prepared by associates. * Participate in business ...

Truist

Wealth Advisor III

Mclean, VA

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

Truist

Wealth Advisor III

Mclean, VA · On-site

Utilize objective and sound personal financial planning and financial advisory concepts to provide ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Springfield, VA

Wealth Planning Associate information

See Springfield, VA salary details

$40.2K

$81.8K

$112.8K

How much do wealth planning associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for wealth planning associate in Springfield, VA is $81,769.00, according to ZipRecruiter salary data. Most workers in this role earn between $66,800.00 and $95,600.00 per year, depending on experience, location, and employer.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

What are the key skills and qualifications needed to thrive as a wealth planning associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client portfolios and goals.

What are popular job titles related to Wealth Planning Associate jobs in Springfield, VA?

For Wealth Planning Associate jobs in Springfield, VA, the most frequently searched job titles are:

What job categories do people searching Wealth Planning Associate jobs in Springfield, VA look for?

The top searched job categories for Wealth Planning Associate jobs in Springfield, VA are:

What cities near Springfield, VA are hiring for Wealth Planning Associate jobs?

Cities near Springfield, VA with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you

Associate Wealth Planner - June 2026

Ceritypartners

Reston, VA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 hours ago

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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