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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Overview

Open roles39
Top employerCapital One
Top cityMcLean, VA
Cities hiring19
Work type44% Hybrid
Top industryHealthcare

Showing 5 of 39+ Financial Planning jobs

Financial Planning Specialist
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Added 2d ago
Financial Planning Specialist
US Defense Health Agency
Falls Church, Virginia
Business Analysis
Compliance & Risk
Human Resources
$144k - $197k/yr
Hybrid

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Vice President (VP) of Financial Planning - (Herndon, VA)
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Added 4d ago
Vice President (VP) of Financial Planning - (Herndon, VA)
Serco
Herndon, Virginia
Business Development
Growth Marketing
Marketing
$208k - $310k/yr
Master's degree
10,000+

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Director, Financial Planning (Fairfax, VA)
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Added 5d ago
Director, Financial Planning (Fairfax, VA)
Edelman Financial Engines
Fairfax, Virginia
Account Management
Customer Service
Customer Success
$125k - $350k/yr
1,001-5,000

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Financial Planning & Analysis (FP&A) Analyst
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Added 1w ago
Financial Planning & Analysis (FP&A) Analyst
Trinzic
Arlington, Virginia
Accounting
Business Analysis
Corporate Development & M&A
Master's degree in accounting
10,000+

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Director of Capital Budgeting & Financial Planning
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Added 1w ago
Director of Capital Budgeting & Financial Planning
William & Mary
Williamsburg, Virginia
Business Strategy
Consulting & Professional Services
Strategy & Corporate Development
$125k - $150k/yr
Master's degree in public administration
1,001-5,000

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See All 39 Financial Planning Jobs in Virginia

Find roles in Virginia that match your experience and apply in just a few clicks.

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Financial Planning Jobs by City in Virginia

Where Virginia roles are concentrated, by current openings.

McLean
6 jobs
Richmond
4 jobs
Alexandria
4 jobs
Reston
3 jobs
Herndon
3 jobs
Fairfax
2 jobs
Lynchburg
2 jobs
Portsmouth
2 jobs
Fort Belvoir
2 jobs

Financial Planning Job Market in Virginia

A snapshot from current Virginia openings, updated as new roles post.

Who's Hiring

Capital One5 open roles
Appian2 open roles
Rivers Casino2 open roles

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.

See All 39 Financial Planning Jobs in Virginia

Find roles in Virginia that match your experience and apply in just a few clicks.

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