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Associate Advisor Jobs in Virginia (NOW HIRING)

Carmax

Sr. Advisor, Compliance Services

Richmond, VA

We're rethinking the way people buy cars - and it's our associates that help us do just that. We ... Mentor junior advisors. Required Qualifications * Bachelor's degree in accounting, business, or ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Virginia

Associate Advisor information

See Virginia salary details

$11

$25

$45

How much do associate advisor jobs pay per hour?

As of Jul 14, 2026, the average hourly pay for associate advisor in Virginia is $25.71, according to ZipRecruiter salary data. Most workers in this role earn between $18.37 and $29.57 per hour, depending on experience, location, and employer.

What is an associate adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an Associate Advisor, and why are they important?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Virginia? The most popular types of Advisor jobs in Virginia are:
What are popular job titles related to Associate Advisor jobs in Virginia? For Associate Advisor jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Virginia look for? The top searched job categories for Associate Advisor jobs in Virginia are:
What cities in Virginia are hiring for Associate Advisor jobs? Cities in Virginia with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Virginia as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $53,479 per year, or $25.7 per hour.
Associate Financial Aid Advisor

Associate Financial Aid Advisor

Strategic Education, Inc.

Herndon, VA • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Strategic Education rating

8.8

Company rating: 8.8 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

11th of 202 rated education and training

Job description

The Associate Financial Aid Advisor role is responsible for providing best-in-class financing and financial aid support to Capella's learners before, during, and after their program enrollment. This position will provide personalized interactions through different communication channels (phone, email, chat, text), and will coach learners through key decisions and solutions regarding funding their programs.
Essential Duties & Responsibilities:
  • Learner support, guidance, and empathy: provide learners with a positive experience and personal attention in inbound and outbound interactions.
  • Team support and growth mindset: engage in larger team dialogue and brainstorming to improve team performance in a meaningful way, drive process improvements, and ability to provide learners highest quality experience. Participate in initial training, ongoing team training, and focus groups to provide feedback on improvements. Engage in the coaching process for improvement.
  • Problem solving and solutions focus: Proactively assess learner needs to assist them in making fully informed decisions about their financing plans.
  • Financing knowledge and expertise: assist learners in understanding and utilizing their financing plan to enable the most direct path to program completion. Provide financial literacy including but not limited to responsible borrowing, repayment, federal loan process, tuition reimbursement, and payment plan options.
  • System knowledge and navigation: leverage tools, systems, and software applications to optimize learner engagement.
  • Change management and continuous improvement: comfort level trying new concepts and learning new processes and systems to improve the learner and team experience.

Job Skills:
  • Ability to provide and influence positive learner experience.
  • Ability to think critically to build plans of action and personalized solutions for learners.
  • Ability to learn and continuously build upon knowledge of financial aid and financing details and a broader understanding of the learner's journey.
  • Ability to form positive working relationships, communicate effectively, and foster team interactions.
  • Fundamental understanding of FAST goals and university goals to support learners and meet support demand.
  • Ability to drive results in a team environment.
  • Create and foster a Diverse, Equitable, and Inclusive culture.
  • Ability to demonstrate ethical judgment and adherence to financing/financial aid compliance needs in response to complex learner situations.
  • Ability to uphold team brand and collaborate effectively across other departments at the university.
  • Ability to manage sensitive and confidential information. Demonstrate comfort with federal regulations and policies.
  • Ability to prioritize and work through multiple learner situations at any time.
  • Ability to effectively communicate through a variety of channels.
  • Proficiency in Microsoft Office Suite.
  • Excellent written and verbal communication.
  • Effective time management skills, dependable and reliable.

Work Experience:
  • 1+ year in financial aid contact role or customer experience support/advisor.

Education:
  • Bachelor's degree preferred.

Other:
  • Must be able to travel occasionally should a business need arise. For most roles travel would not be common. Travel may involve plane, car or metro. In accordance with ADA policies, reasonable accommodations regarding travel limitations can be provided. Travel will be more common for roles such as Account Executives (25 - 50%), senior leaders (10 - 20%) or Capella Core Faculty (5 - 10%).
  • Ability to work onsite in Corporate or Campus location (in a typical office environment) may be required based on role. If so, this would include being mobile within the office, including movement from floor-to-floor using elevators or stairs.
  • If offsite or hybrid role, must have access to work in setting which enables meeting all requirements of the role (including privacy, reliable internet access, phone, ability to video conference, etc.) at a remote location.
  • Faculty and Federal Work Study roles require access to work in setting which enables meeting all requirements of the role (including computer, privacy, reliable internet access, phone, ability to video conference, etc.) at a remote location.
  • This role may require lifting, however reasonable accommodations will be provided in accordance with our ADA policies.
  • Must be able to meet critical thinking and problem-solving aspects aligned to job duties, as well as effectively communicating with co-workers.
  • Must be able to work more than 40 hours per week when business needs warrant. Accommodations related to schedule may be considered.
  • Able to access information using a computer.
  • Other essential functions and marginal job functions are subject to modification.

SEI offers a comprehensive package of benefits to employees scheduled 30 hours or more per week. In addition to medical, dental, vision, life and disability plans, SEI employees may take advantage of well-being incentives, parental leave, paid time off, certain paid holidays, tax saving accounts (FSA, HSA), 401(k) retirement benefit, Employee Stock Purchase Plan, tuition assistance as well as entertainment and retail discounts. Non-exempt employees are eligible for overtime pay, if applicable.
Careers - Our Benefits, Strategic Education, Inc
SEI is an equal opportunity employer committed to fostering an inclusive and collaborative culture where individuals can grow their careers and contribute fully. We strive to attract talent with broad experiences, skills and perspectives. We welcome applications from all. While it is not typical for an individual to be hired at or near the top end of the pay range at SEI, we offer a competitive salary. The actual base pay offered to the successful candidate may vary depending on multiple factors including, but not limited to, job-related knowledge/skills, experience, business needs, geographical location, and internal pay equity. Our Talent Acquisition Team is ready to discuss your interest in joining SEI. The expected salary range for this position is below.
$17.75 - $27.00 - Hourly
If you require reasonable accommodations to complete our application process, please contact our Human Resources Department at Careers@strategiced.com.

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