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Assistant Vanguard Financial Advisor Jobs in Reston, VA

NFP Corp

Associate, Advisor

Reston, VA · On-site

Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors ...

New

Aon

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... ). * Assist with the development of client financial plans using financial planning software and ...

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... ). * Assist with the development of client financial plans using financial planning software and ...

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... ). * Assist with the development of client financial plans using financial planning software and ...

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... ). * Assist with the development of client financial plans using financial planning software and ...

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All JobsVanguard Financial Advisor JobsAssistant Vanguard Financial Advisor JobsAssistant Vanguard Financial Advisor Jobs in Reston, VA

Assistant Vanguard Financial Advisor information

See Reston, VA salary details

$29.6K

$56.4K

$94.7K

How much do assistant vanguard financial advisor jobs pay per year?

As of Aug 6, 2026, the average yearly pay for assistant vanguard financial advisor in Reston, VA is $56,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,700.00 and $65,500.00 per year, depending on experience, location, and employer.

What is an assistant Vanguard Financial Advisor?

Assistant Vanguard Financial Advisors are entry- or mid-level professionals who support Vanguard’s team of financial advisors in providing client service, investment guidance, and administrative tasks. They typically help with preparing client reports, scheduling meetings, responding to client inquiries, and ensuring all documentation complies with regulatory standards. Their role is crucial in allowing senior advisors to focus more on strategic financial planning and client relationships. Assistant advisors may also be on a career track to become full-fledged financial advisors themselves. Working at Vanguard, they adhere to the company’s client-first philosophy and high ethical standards.

What are some common challenges faced by assistant Vanguard Financial Advisors when supporting clients and senior advisors?

Assistant Vanguard Financial Advisors often encounter challenges such as balancing multiple client requests, managing administrative tasks efficiently, and keeping up with fast-paced changes in financial products and market trends. They are expected to collaborate closely with senior advisors, ensuring accurate and timely communication with clients while maintaining compliance with industry regulations. Developing strong organizational skills and a proactive mindset helps in handling these demands, and support from a collaborative team environment is a key asset for overcoming day-to-day challenges.

What are the key skills and qualifications needed to thrive as an assistant Vanguard Financial Advisor?

To thrive as an Assistant Vanguard Financial Advisor, you need a solid understanding of financial planning principles, investment products, and typically a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications like FINRA Series 7 and 66 are often required. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help build trust with clients and support lead advisors. These skills and qualifications are crucial for delivering effective client service, maintaining compliance, and supporting clients’ financial goals.

What is the difference between Assistant Vanguard Financial Advisor vs Financial Advisor?

AspectAssistant Vanguard Financial AdvisorFinancial Advisor
CertificationsSeries 7, 66, or 63; CFP preferredSeries 7, 66, or 63; CFP often required
Work EnvironmentSupport role within Vanguard, assisting senior advisorsClient-facing, providing comprehensive financial planning
Employer & IndustryVanguard, investment management industryVarious firms, financial services industry

The Assistant Vanguard Financial Advisor primarily supports senior advisors at Vanguard, focusing on client service and administrative tasks. In contrast, a Financial Advisor directly engages with clients, offering personalized financial planning and investment advice. Both roles require similar certifications, but the Financial Advisor role involves more client interaction and decision-making responsibilities.

What are popular job titles related to Assistant Vanguard Financial Advisor jobs in Reston, VA? For Assistant Vanguard Financial Advisor jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Assistant Vanguard Financial Advisor jobs in Reston, VA look for? The top searched job categories for Assistant Vanguard Financial Advisor jobs in Reston, VA are:
What cities near Reston, VA are hiring for Assistant Vanguard Financial Advisor jobs? Cities near Reston, VA with the most Assistant Vanguard Financial Advisor job openings:
Assistant Vanguard Financial Advisor jobs near you

Associate, Advisor

NFP Corp

Reston, VA • On-site

Full-time

Medical, Retirement, PTO

Posted 2 days ago

New

Job description

Posting Description

Who We Are:    

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. 

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. 

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.

Responsibilities:

  • Provide support to Advisors in all areas of financial planning.
  • Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
  • Create proposals for prospective clients.
  • Create and/or update financial plans for clients.
  • Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.
  • Attend client meetings and manage/complete all meeting follow-up activities.
  • Liaise with client’s attorneys and accountants as needed.
  • Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed
  • Assist with client data consolidation and maintenance as needed.
  • Assist with special projects as required.

Qualifications:

  • 0-4 years of relevant experience.
  • Completed or pursuing CFP®, CFA or JD.
  • Bachelors’ degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred
  • Continuously exhibits personal integrity and professional initiative.
  • Reliable, follows through on commitments, self-starter when it comes to new challenges.
  • Must be organized, detail-oriented and able to manage and prioritize tasks.
  • Demonstrates a commitment to accuracy by delivering high quality work.
  • Excellent written and verbal communication.
  • Collaborative and able to work effectively with others
  • Series 65 – or able to successfully complete within 90 days of employment.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.


Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.

#Wealthspire

2584218Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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