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Wealth Planning Associate Jobs in Springfield, VA

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all ... Associate (ECA) or similar * 4-8+ years experience in a client-facing financial services roles

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. This position will join the ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · On-site

$17.25 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ...

Range

Senior Financial Planner

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management ... Associate (ECA) or similar * 6-9+ years experience in a client-facing financial services roles

Modera Wealth Management

Client Service Specialist

Mclean, VA · On-site

$17.50 - $23/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. This position will join the ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

... planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected. This position will join the ...

Jobot

Estate Planning & Administration Attorney

Bethesda, MD

$135K - $185K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Associate Attorney- Estate Planning & Trust Administration Sophisticated Trusts & Estates Practice ... Counsel clients regarding estate planning strategies and wealth preservation * Assist clients with ...

Pathstone

Associate, Client Transitions

Potomac, MD · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... guidance, wealth and estate planning support, philanthropic planning, and family governance ... The Client Transitions Associate plays a central role in ensuring these moments are handled with ...

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Showing results 41-60

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 14, 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.

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.

How much does a wealth planning associate earn?

A wealth planning associate typically earns between $60,000 and $90,000 annually, depending on experience, location, and the firm. Entry-level positions may start lower, while experienced associates or those with certifications like CFP can earn higher salaries and bonuses.

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 data. Strong communication skills and relevant certifications, such as the CFP designation, are typically required.

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.

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

Financial Planner

Range

Mclean, VA • On-site

$76K - $103K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 17 days ago

Job description

At Range, we're building towards a world where anyone can live the financial life they imagine for themselves. If that sounds like a mission you want to be a part of, let's create it together.
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's Gradient Ventures, Cathay Innovation, Scale Venture Partners, and more. We're growing fast while still small enough that everyone's work is visible and impactful.
About the role
We're looking for an experienced Financial Planner to join our team of industry leading wealth advisors, reporting directly to the General Manager of Financial Planning. This individual will be responsible for crafting financial plans for members and continuing to support them through our asynchronous messaging platform. Members are not assigned to one planner, instead they get access to the whole team so that planners can collaborate and dive into their subject expertise based on the specific questions members are asking.
But we're looking for more than just a great advisor - you'll be a key component of helping to reinvent the wealth management space through tech. From collecting financial information, to evaluations and projections, to custom plan delivery, this person will partner with our product team to loan their expertise and provide feedback as we continue to build out our suite of proprietary tools.
This role is based at Range's Headquarters in McLean, VA or one of our hubs in New York City, or Seattle. Employees hired for this position will work in office Monday-Friday. If you are not already located in one of these areas, your willingness to relocate will be a contingency for employment.
What you'll do with us
  • Gain a deep understanding of our members' unique needs and aspirations to confidently advise them on their financial goals
  • Build and implement iterative financial plans and wealth strategies
  • Maintain an in-depth understanding of financial planning, investments, and tax planning
  • Be an active part of a collaborative team and share best practices
  • Assist our engineering and product teams with prioritizing and creating product plans and roadmaps
  • Research and present investment strategies
  • Coordinate tax filing and estate planning

What will set you apart
  • Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation 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 experience in delivering financial advice directly to consumers
  • Exceptional investment acumen and knowledge of broader planning topics
  • Significant experience using financial services technology
  • Interest in or passion for the tech space, and a desire to change the industry
  • Strong organizational, leadership, and written communication skills
  • BS or BA in Finance, Accounting, or other related major preferred

Benefits
  • Comprehensive health coverage: Medical, dental and vision
  • 401k plan
  • Technology allowance
  • Hybrid work environment opportunities available for select employees
  • PTO
  • Top of Market Pay
  • Paid parental leave
  • In-person team & company events

Range is proud to be an equal opportunity workplace. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. As a company, we are committed to designing products, building a culture, and supporting a team that reflects the diverse population we serve.

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