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Asset Management Associate Jobs in Springfield, VA

Potomac

Sales Associate

Bethesda, MD · On-site

$50K/yr

We're a boutique tactical asset manager with a differentiated product that serves the independent ... Summary We're seeking a motivated Sales Associate to support our dynamic sales team. In this role ...

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Asset Management Associate information

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How much do asset management associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for asset management associate in Springfield, VA is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $15.82 and $21.11 per hour, depending on experience, location, and employer.

How does an asset management associate typically collaborate with other departments within a firm?

As an Asset Management Associate, you'll regularly work with teams such as research analysts, portfolio managers, and client relations specialists. Collaboration can involve analyzing investment opportunities, preparing client reports, and supporting the execution of portfolio strategies. You'll often coordinate with compliance and operations teams to ensure that transactions and reporting meet regulatory standards. These cross-functional interactions not only enhance your understanding of the business but also build relationships that are valuable for career progression within asset management.

What are the key skills and qualifications needed to thrive as an asset management associate, and why are they important?

To thrive as an Asset Management Associate, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically supported by a degree in finance, economics, or a related field. Familiarity with portfolio management software, Excel, Bloomberg Terminal, and often progress toward a CFA certification are highly valued. Attention to detail, effective communication, and strong organizational skills set top performers apart in this role. These skills enable accurate asset analysis, effective client communication, and optimal portfolio performance in a competitive financial environment.

What is the difference between Asset Management Associate vs Investment Analyst?

AspectAsset Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, often CFA Level I or IIBachelor's degree, often CFA Level I or II
Work EnvironmentFinancial firms, asset management companiesInvestment banks, asset management firms
Employer & Industry UsageAsset management firms, mutual fundsHedge funds, investment banks
Common Search & ComparisonYesYes

The Asset Management Associate and Investment Analyst roles share similar educational backgrounds and work environments, often requiring CFA levels. While associates focus on supporting portfolio management and client reporting, investment analysts primarily conduct research and analyze investment opportunities. Both roles are integral to asset management firms, but their daily tasks and focus areas differ slightly, making them common points of comparison for job seekers in finance.

How to break into asset management?

Breaking into asset management typically requires a strong educational background in finance, economics, or related fields, along with relevant internships or entry-level roles to gain industry experience. Developing skills in financial analysis, valuation, and proficiency with tools like Excel and Bloomberg can improve prospects. Certifications such as the CFA can also enhance credibility and career advancement opportunities.

Is it hard to get a job in asset management?

Securing an asset management associate position can be competitive, often requiring a strong educational background in finance or related fields, relevant internships, and proficiency with financial analysis tools. Candidates with relevant certifications like the CFA and strong analytical skills tend to have better prospects, but the hiring process can be rigorous and may involve multiple interview stages.

What does an asset management associate do?

An asset management associate supports the management of investment portfolios by analyzing financial data, monitoring asset performance, and assisting with client reporting. They often use financial software and require strong analytical skills to help optimize investment strategies and ensure compliance with regulations.

What are the most commonly searched types of Asset Management jobs in Springfield, VA?

The most popular types of Asset Management jobs in Springfield, VA are:

What are popular job titles related to Asset Management Associate jobs in Springfield, VA?

For Asset Management Associate jobs in Springfield, VA, the most frequently searched job titles are:

What job categories do people searching Asset Management Associate jobs in Springfield, VA look for?

The top searched job categories for Asset Management Associate jobs in Springfield, VA are:

What cities near Springfield, VA are hiring for Asset Management Associate jobs?

Cities near Springfield, VA with the most Asset Management Associate job openings:

Asset Management Associate jobs near you
Infographic showing various Asset Management Associate job openings in Springfield, VA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $41,310 per year, or $19.9 per hour.

Wealth Management Associate - Planning

Mclean, VA • On-site

Cassaday & Company
Finance and Insurance • 51 - 200 employees
Learn more about Cassaday & Companyexternal

$65K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago

Job description

POSITION SUMMARY
The Financial Planning Analyst provides analytical and administrative support to the Financial Planning team, helping advisors deliver exceptional service to clients and prospective clients. This role is responsible for coordinating schedules, preparing meeting materials, managing communications, and supporting the day-to-day operations that keep the planning process running efficiently.
You will report directly to the Director of Financial Planning and have regular interaction with senior executives, department heads, financial planners, clients, prospective clients, and staff.
RESPONSIBILITIES
The responsibilities of the position include a cross section of Operations and Financial Planning including, but not limited to:
  • Serve as liaison between financial advisors and their established/prospective clients, responding to their needs in a timely and professional manner.

  • Schedule and coordinate client and prospect meetings as requested.

  • Confirm all client and prospect appointments for financial advisors.

  • Prepare meeting agendas for existing client review meetings.

  • Prepare and print all materials needed in client review meetings.

  • Maintain client account records by ensuring all documents are scanned and filed.

  • Answer incoming phone calls for the firm as needed.

  • Assist financial advisors with calendar maintenance.

  • Assist financial advisors manage email traffic as requested.

  • Provide cross-coverage assistance within the Financial Planning department.

  • Assist the Director of Financial Planning with projects and tasks as requested.

REQUIREMENTS
  • Bachelor's Degree in Finance, and/or 2 successful internships in the wealth management industry

  • Must obtain SIE, Series 7, Series 66 and VA Life/Health licenses within the first 120 days of employment.

  • Strong work ethic, client service orientation, job commitment, initiative, organizational skills and attention to detail.

  • Ability to work with all levels of management and anticipate support requirements

  • Proficiency with Word, Excel, and Outlook.

  • Excellent verbal and written communication skills.

  • Ability to exercise independent judgment with minimal supervision and maintain a high degree of confidentiality regarding organization and personal matters

Location: This position is based in our McLean, VA office and offers a hybrid work schedule upon successful completion of the introductory period.
Compensation: The anticipated salary range for this position is $65,000-$70,000 annually, commensurate with experience.
ABOUT US
Cassaday & Company manages approximately $8.4 billion in assets for approximately 3,300 households.
Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.
BENEFITS
  • Healthcare options: including medical, dental, vision, and supplemental
    • Majority of premiums paid for by the firm
  • 401(k) options
  • Paid time off
  • Hybrid work option
  • Health & Wellness Program, including paid gym membership and ongoing employee wellness events
  • Paid parking in covered garage, or monthly public transit subsidy
  • Tax-free Dependent Care Assistance
  • Education & Tuition Assistance and Mentorship programs
  • Company-sponsored employee appreciation events

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