Financial Planning Jobs in Virginia
Financial Planning jobs in Virginia are consistently in demand, with strong hiring concentrated in wealth management, retirement planning, and corporate finance roles at every level from entry-level analyst through senior financial planner and CFP-designated advisor. The heaviest hiring activity is in Northern Virginia, Richmond, and the Virginia Beach metro, where firms including Capital One, Booz Allen Hamilton, and Fidelity Investments maintain large, established footprints. Fee-based financial planning, estate planning, and financial wellness counseling for federal employees and military families are among the most sought-after specialties in the state. Find a role that fits below and apply directly.
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Summary
About the Position: This position is located at Falls Church, Virginia
This is a Direct Hire Solicitation
Advance In-hire may be authorized
Learn more about this agency
This job is open to
The public
Duties
- Serves as the Senior Financial Analyst and consultant responsible for a broad spectrum of areas ranging from operational concepts to financial policies and procedures and audit compliance/readiness.
- Manages programming for acquisition objectives.
- Interprets financial policies for program decisions.
- Develops Planning, Programming, Budgeting, and Execution products.
- Reviews budget submissions for accuracy.
- Exercises fund control responsibilities.
- Monitors approved program execution.
Requirements
Conditions of employment
- Appointment may be subject to a suitability or fitness determination, as determined by a completed background investigation.
- This position requires the incumbent be able to obtain and maintain a determination of eligibility for a Secret security clearance or access for the duration of employment. A background investigation and credit check are required.
- This position requires you to submit a Public Financial Disclosure Report (OGE 278) or a Confidential Financial Disclosure Report (OGE450) upon entry, and annually thereafter.
- DoD Financial Management Certification Level 3 is a requirement of this position and must be achieved by the incumbent within two years of entrance into this position.
- This is a Cyberspace Workforce position. Selectee must meet position requirements for certification as Intermediate - 804 – IT Portfolio Management
- This position is Mission Essential.
- Defense Acquisition Workforce (AWF) position - Advanced Management and Business0Financial Management (BUS-FM)
Qualifications
Who May Apply: US Citizens
In order to qualify, you must meet the experience requirements described below. Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student; social). You will receive credit for all qualifying experience, including volunteer experience. Your resume must clearly describe your relevant experience; if qualifying based on education, your transcripts will be required as part of your application. Additional information about transcripts is in this document.
Basic Requirement for Financial Planning Specialist, NH-0501-04:
Specialized Experience: One year of specialized Specialized Experience: One year of specialized experience 1) Analyzing budget execution data to identify funding variances and shortfalls; 2) Preparing budget estimates to support resource requirements; AND 3) Monitoring obligations to assess compliance with approved funding purposes. This definition of specialized experience is typical of work performed at the next lower grade/level position in the federal service (NH-03).
**Defense Acquisition Workforce Improvement Active Career Field. DOD Position Certification Level and Training Requirements. All Acquisition Workforce Positions Mandated in Title 10, USC, Section 1723. DoD 5000.52-M, DOD Acquisition Career Development Program contains specific requirements for acquisition categories and grade/level. Current requirement are available at Back to Basics - Helpful Resources (dau.edu)
**This is a Defense Acquisition Workforce position. The employee must meet the DODI 5000.66 requirements applicable to the Career Category/Functional Area and the Career Level Certification assigned on the sequenced position Conditions of Employment data filed in the header of the PD/PRD.
Education
Some federal jobs allow you to substitute your education for the required experience in order to qualify. For this job, you must meet the qualification requirement using experience alone-no substitution of education for experience is permitted.
Additional information
- Male applicants born after December 31, 1959 must complete a Pre-Employment Certification Statement for Selective Service Registration.
- You will be required to provide proof of U.S. Citizenship.
- This position requires a 1 year probationary period during which the agency evaluates your fitness and whether your continued employment advances the public interest. In making this determination, the agency may consider your performance and conduct; agency needs and interests; whether your continued employment supports organizational or Government goals; and whether it promotes the efficiency of the Federal service. Continued employment requires written certification that it advances the public interest.
- Direct Deposit of Pay is required.
- This position requires you to submit a Public Financial Disclosure Report (OGE 278) or a Confidential Financial Disclosure Report (OGE450) upon entry, and annually thereafter.
- Selection is subject to restrictions resulting from Department of Defense referral system for displaced employees.
- Multiple positions may be filled from this announcement.
- Salary includes applicable locality pay or Local Market Supplement.
- If you have retired from federal service and you are interested in employment as a reemployed annuitant, see the information in the Reemployed Annuitant information sheet.
- Payment of Permanent Change of Station (PCS) costs is not authorized, based on a determination that a PCS move is not in the Government interest.
Candidates should be committed to improving the efficiency of the Federal government, passionate about the ideals of our American republic, and committed to upholding the rule of law and the United States Constitution.
Benefits
A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.
Review our benefits
Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.
How you will be evaluated
You will be evaluated for this job based on how well you meet the qualifications above.
Once the announcement has closed, a review of your application package (resume, supporting documents, and responses to the questionnaire) will be used to determine whether you meet the qualification requirements listed on this announcement. Please follow all instructions carefully when applying, errors or omissions may affect your eligibility.
If, after reviewing your resume and/or supporting documentation, a determination is made that you have inflated your qualifications and/or experience, you may lose consideration for this position.
Veterans and Military Spouses will be considered along with all other candidates.
Required Documents
The documents you are required to submit vary based on whether or not you are eligible for preference in federal employment. A complete description of preference categories and the associated required documents is in the Applicant Checklist for Public Announcements.
As described above, your complete application includes your resume, your responses to the online questionnaire, and documents which prove your eligibility to apply. If you fail to provide these documents, you will be marked as having an incomplete application package and you will not be considered any further.
1. Your resume:
- Your resume must be two pages or less and must support the specialized experience described in this announcement. Resumes exceeding two pages will be removed from consideration.
- For each relevant work experience, make sure you include the employer's name, job title, start and end dates (include month and year), for qualifications purposes, the number of hours worked per week, and a brief description that show you can perform the tasks at the required level listed in the job announcement. If your resume does not contain this information, your application may be marked as incomplete, and you may not receive consideration for this position.
- Use plain language. Avoid using acronyms and terms that are not easily understood. The hiring agency will not make assumptions about what's in your resume.
- If your resume includes a photograph or other inappropriate material or content, it will not be used to make eligibility and qualification determinations, and you may not be considered for this vacancy.
- For additional information, to include formatting tips, see: What to include in your resume.
- Cover Letter, optional
- Most recent Performance Appraisal, if applicable
NOTE: Documents submitted as part of the application package, to include supplemental documents, may be shared beyond the Human Resources Office. Some supplemental documents such as military orders and marriage certificates may contain personal information for someone other than you. You may sanitize these documents to remove another person's personal information before you submit your application. You may be asked to provide an un-sanitized version of the documents if you are selected to confirm your eligibility.
If you are relying on your education to meet qualification requirements:
Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.
Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.
How to Apply
To apply for this position, you must complete the online questionnaire and submit the documentation specified in the Required Documents section below.
- The complete application package must be submitted by 11:59 PM (EST) on 11/01/2026to receive consideration.
- To begin, click Apply to access the online application. You will need to be logged into your USAJOBS account to apply. If you do not have a USAJOBS account, you will need to create one before beginning the application (https://apply.usastaffing.gov/ViewQuestionnaire/13104450).
- Follow the prompts to select your resume and/or other supporting documents to be included with your application package. As a reminder, your resume must be two pages or less and must support the specialized experience described in this announcement. Resumes exceeding two pages will be removed from consideration. For additional information, refer to the 'Required Documents' section.
- You will have the opportunity to upload additional documents to include in your application before it is submitted. Your uploaded documents may take several hours to clear the virus scan process.
- After acknowledging you have reviewed your application package, complete the Include Personal Information section as you deem appropriate and click to continue with the application process.
- You will be taken to the online application which you must complete in order to apply for the position. Complete the online application, verify the required documentation is included with your application package, and submit the application. Your resume selected in USAJOBS will be included, but you must re-select other documents from your USAJOBS account or your application may be incomplete.
- It is your responsibility to verify that your application package (resume, supporting documents, and responses to the questionnaire) is complete, accurate, and submitted by the closing date. Uploaded documents may take up to one hour to clear the virus scan.
- Additional information on how to complete the online application process and submit your online application may be found on the USA Staffing Applicant Resource Center.
To verify the status of your application, log into your USAJOBS account (https://www.usajobs.gov/applicant/profile/dashboard/), all of your applications will appear on the Welcome screen. The Application Status will appear along with the date your application was last updated. For information on what each Application Status means, visit: https://help.usajobs.gov/how-to/application/status.
Agency contact information
DO NOT MAIL
Falls Church, VA 22042
US
Next steps
If you provided an email address, you will receive an email message acknowledging receipt of your application. Your application package will be used to determine your eligibility, qualifications, and quality ranking for this position. If you are determined to be ineligible or not qualified, your application will receive no further consideration.
Overview
- 0501 Financial Administration And Program
- National security
See All 39 Financial Planning Jobs in Virginia
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Where Virginia roles are concentrated, by current openings.
Financial Planning Job Market in Virginia
A snapshot from current Virginia openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Healthcare & Medical Services
- Consulting & Professional Services
What Virginia Employers Look For
The qualifications that appear most often in financial planning jobs across Virginia.
- Active FINRA Series 65 or Series 66 license recognized in Virginia required for advisory roles
- Bachelor's degree in finance, economics, accounting, or a closely related field
- CFP certification preferred or actively in progress for client-facing planning positions
- Two or more years of experience in financial planning, wealth management, or investment advising
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong knowledge of Virginia retirement, tax, and estate planning regulations and strategies
Financial Planning Jobs in Virginia: Frequently Asked Questions
How do you become a financial planning in Virginia?
To work as a financial planner in Virginia, you typically need a bachelor's degree in finance, economics, or a related field, followed by passing the FINRA Series 65 exam to become a licensed investment advisor representative registered through the Virginia State Corporation Commission. Many employers also expect or require the Certified Financial Planner designation, which involves completing a CFP Board-registered education program, passing the CFP exam, and fulfilling experience requirements before the credential is awarded.
How much do financial plannings make in Virginia?
Financial plannings in Virginia earn a median of about $102,640 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $51,440 for the lowest 10% to over $420,980 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire financial plannings in Virginia?
Employers hiring financial plannings in Virginia right now include Capital One, Appian, and Rivers Casino, based on current listings on Migrate Mate as of November 2026. Virginia's concentration of federal agencies, defense contractors, and large financial institutions creates steady demand for planners who understand government employee benefits and military retirement structures.
Which Virginia cities have the most financial planning jobs?
McLean, Richmond, and Alexandria have the most financial planning openings in Virginia. Northern Virginia leads because of its dense concentration of federal agencies, government contractors, and high-income households, while Richmond's status as a regional banking and insurance hub drives demand there, and Virginia Beach draws openings tied to military financial counseling and wealth management serving active-duty and veteran populations.
Are there remote financial planning jobs in Virginia?
Yes, and more than many finance roles. About 78% of financial planning openings tied to Virginia are remote or hybrid as of November 2026, reflecting how much client consultation and financial modeling can happen digitally. Fully remote positions tend to cluster in financial analysis and planning support roles, while client-facing CFP positions more often require in-person or hybrid availability, particularly for firms serving high-net-worth individuals in Northern Virginia and Richmond.
How can I get hired as a financial planning in Virginia with little or no experience?
The most realistic entry path is a paraplanner or financial planning associate role, which many Virginia-based RIA firms and bank wealth management divisions use to bring in candidates who hold a bachelor's degree but lack client-facing experience. Large institutions in Richmond and Northern Virginia, including regional bank trust departments and insurance-affiliated planning firms, run rotational associate programs where new hires build plans under CFP supervision. Completing coursework through a CFP Board-registered program, even before sitting the exam, gives candidates a measurable edge over peers without it.
Where can I find and apply to financial planning jobs in Virginia?
You can find and apply to financial planning jobs in Virginia on Migrate Mate, which lists current Virginia openings updated regularly. Search for roles by city or specialty, find the ones that match your experience and credentials, and apply directly to the employer without any extra steps.
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