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Weekend Financial Planner Jobs in Virginia (NOW HIRING)

Range

Financial Planner

Mclean, VA · On-site

$76K - $103K/yr

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 ...

Range

Senior Financial Planner

Mclean, VA · On-site

Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their ...

Ameriprise Financial

Financial Advisor

Vienna, VA

Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that ...

Hyper Careers Page

FP&A Analyst

Henrico, VA · On-site

$80K - $100K/yr

The FP&A Analyst at Hyper Solutions plays a key role in supporting the company's financial planning and analysis function by providing data-driven insights that help leaders make informed business ...

Freddie Mac

Financial Planning & Analysis Manager

Mclean, VA · On-site

$106K - $140K/yr

The FP&A Manager will play a critical role in leading financial forecasting for quarterly forecast, annual stress testing, and scenario-based analysis. This individual will lead a group of analysts ...

Freddie Mac

Financial Planning & Analysis Manager

Mclean, VA · On-site

$106K - $140K/yr

The FP&A Manager will play a critical role in leading financial forecasting for quarterly forecast, annual stress testing, and scenario-based analysis. This individual will lead a group of analysts ...

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All JobsFinancial Planner JobsWeekend Financial Planner JobsWeekend Financial Planner Jobs in Virginia

Weekend Financial Planner information

See Virginia salary details

$50.1K

$95.9K

$138.3K

How much do weekend financial planner jobs pay per year?

As of Aug 5, 2026, the average yearly pay for weekend financial planner in Virginia is $95,852.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,300.00 and $101,100.00 per year, depending on experience, location, and employer.

Do weekend financial planners work weekends?

Weekend financial planners often work on weekends to accommodate clients' schedules, especially during busy periods like tax season or financial year-end. Their work hours can include evenings and weekends, depending on client needs and firm policies, and they may need to be flexible to provide timely advice and support.

What unique challenges and opportunities come with working as a Weekend Financial Planner?

As a Weekend Financial Planner, you may encounter the challenge of balancing client availability with your own schedule, since many clients seek advice outside traditional business hours. This role often involves a high degree of flexibility and self-motivation, as you may work independently or as part of a smaller weekend team. On the positive side, working weekends allows you to serve clients who are unable to meet during the week, potentially expanding your client base. Additionally, this schedule can provide more control over your work-life balance and may offer unique advancement opportunities within firms that value off-hours client service.

What are the key skills and qualifications needed to thrive as a Weekend Financial Planner?

To thrive as a Weekend Financial Planner, you need a strong grasp of financial planning principles, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, portfolio management systems, and spreadsheet tools is typically required. Strong interpersonal skills, trustworthiness, and effective communication are essential for building client relationships and clearly explaining complex financial concepts. These skills and qualities are critical for delivering sound financial advice and maintaining client trust during flexible weekend hours.

What is a Weekend Financial Planner?

A Weekend Financial Planner is a financial advisor who offers their services primarily during weekends to accommodate clients who are unavailable during regular business hours. They help individuals and families create budgets, plan for retirement, manage investments, and achieve their financial goals. These professionals may work independently, for financial firms, or as part of a team, providing personalized advice and planning sessions outside of typical weekday schedules.

Are there part-time weekend financial planner jobs?

Part-time weekend financial planner jobs are available in the industry, often requiring certifications such as CFP and flexible scheduling to accommodate clients' availability. These roles typically involve advising clients on investments, retirement planning, and financial strategies during weekends or after standard business hours.
What are the most commonly searched types of Financial Planner jobs in Virginia? The most popular types of Financial Planner jobs in Virginia are:
What are popular job titles related to Weekend Financial Planner jobs in Virginia? For Weekend Financial Planner jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Weekend Financial Planner jobs in Virginia look for? The top searched job categories for Weekend Financial Planner jobs in Virginia are:
What cities in Virginia are hiring for Weekend Financial Planner jobs? Cities in Virginia with the most Weekend Financial Planner job openings:
Weekend Financial Planner jobs near you
Infographic showing various Weekend Financial Planner job openings in Virginia as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $95,852 per year, or $46.1 per hour.

Financial Planner

Cary Street Partners Financial LLC

Virginia Beach, VA • On-site

$72K - $96K/yr

Full-time

Posted 4 days ago

Job description

Description:

The Financial Planner helps the Financial Advisors maintain client relationships and accounts. This individual helps prepare and present financial plans to clients and monitors progress toward achieving client goals while maintaining all compliance and customer service standards. The Financial Planner ensures data integrity and prepares reports using various software applications. This position reports to the Branch Office Manager of the Virginia Beach, VA office.


Position Responsibilities and Essential Functions

  • With the Financial Advisor, meets with clients and prospects to discuss and evaluate all aspects of financial planning and services.
  • Builds, strengthens and retains client relationships by proactively meeting and, when possible, exceeding client expectations.
  • Takes a strategic perspective in managing existing client relationships by understanding client goals and concerns and seeking solutions to client needs.
  • Regularly communicates with clients to keep the Financial Advisor appraised of life events and changes in financial circumstances or goals.
  • Provides a consistently positive client experience through excellent service and execution in maintaining client accounts.
  • Displays deep industry knowledge in assisting clients.
  • Participates in client meetings, documents notes and action items in the firm CRM, and follows through to completion.
  • Coordinates with external centers of influence such as CPAs and estate attorneys to deliver a cohesive, family-office client experience.
  • Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, and evaluates risk tolerance.
  • Collaborates with Financial Advisor on portfolio design and is part of the trading process to ensure clients’ portfolios align with their goals/objectives.
  • Develops financial plans for clients using platforms such as eMoney and BlackDiamond.
  • Prepares materials for annual review meetings with clients to discuss investments, strategies, and goals.
  • Prepares client proposals, client books, and presentations.
  • Ensures all industry, SEC, and firm compliance standards are met.
  • Maintains industry qualifications and completes ongoing continuing education requirements.
  • Assists with special projects and other duties as assigned.

Professional Skills and Experience

  • At least three years’ prior experience in financial services, financial planning, or asset management.
  • CFP® certification strongly preferred.
  • Knowledge of SEC rules and related procedures.
  • Knowledge of various custodial, planning and financial services platforms.
  • Bachelors’ degree required.

Personal Attributes

  • Strong verbal and written communication skills to effectively work with clients and colleagues.
  • Collaborative team player with a positive attitude with a team mindset.
  • Have a high level of integrity and the willingness to continuously learn.
  • Ability to work effectively on multiple projects with different associates.
  • Ability to represent the Firm and team in a positive professional manner.
  • Ability to learn new processes quickly, take initiative, and multi-task with minimal supervision; self-starter and driven.
  • Ability to maintain confidentiality.
  • Willingness to travel.
  • Ability to organize and prioritize work with attention to detail.
  • Strong computer skills.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States.

Requirements: