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Associate Advisor Jobs in Vienna, VA (NOW HIRING)

H&R Block

Block Advisors Tax Advisor

Vienna, VA · On-site

$12.77 - $80/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block, Inc.

Block Advisors Tax Advisor

Vienna, VA · On-site

$60 - $80/hr

About the Role As a year-round Block Advisor Tax Advisor , you are a trusted advisor who helps ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Gaithersburg, MD · On-site

$19.07 - $69.92/hr

About the Role As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Falls Church, VA · On-site

$19.90 - $72.96/hr

About the Role As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Washington, DC · On-site

$19.90 - $72.96/hr

About the Role As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Oxon Hill, MD · On-site

$19.07 - $69.92/hr

About the Role As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Fairfax, VA · On-site

$19.90 - $72.96/hr

About the Role As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Silver Spring, MD · On-site

$19.07 - $69.92/hr

About the Role As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Alexandria, VA · On-site

$19.90 - $72.96/hr

About the Role As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Tax Advisor

Burke, VA · On-site

$19.90 - $72.96/hr

About the Role As a seasonal Tax Advisor at H&R Block, you are a trusted advisor who helps clients ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

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Showing results 21-40

All JobsAssociate Advisor JobsAssociate Advisor Jobs in Vienna, VA

Associate Advisor information

See Vienna, VA salary details

$12

$26

$45

How much do associate advisor jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for associate advisor in Vienna, VA is $26.03, according to ZipRecruiter salary data. Most workers in this role earn between $18.56 and $29.90 per hour, depending on experience, location, and employer.

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?

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 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 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.

What are the most commonly searched types of Advisor jobs in Vienna, VA?

The most popular types of Advisor jobs in Vienna, VA are:

What are popular job titles related to Associate Advisor jobs in Vienna, VA?

For Associate Advisor jobs in Vienna, VA, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Vienna, VA look for?

The top searched job categories for Associate Advisor jobs in Vienna, VA are:

What cities near Vienna, VA are hiring for Associate Advisor jobs?

Cities near Vienna, VA with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Vienna, VA as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $54,141 per year, or $26 per hour.

Client Service Associate - Greenbelt, MD

Advisor Talent Solutions

Greenbelt, MD

$65K - $85K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 3 days ago

Key responsibilities

  • Serve as a primary point of contact for client service requests, managing incoming calls and coordinating timely resolution of inquiries.

  • Deliver a seamless onboarding experience for new clients and support advisors by preparing for client meetings and ensuring a smooth client journey.

  • Coordinate and monitor account transfers, process service requests, and review applications for accuracy to ensure efficient account management.

Job description

Position: Client Service Associate
Firm: Stuart Financial Group
Location: Greenbelt, MD
Overview:
Stuart Financial Group based in Greenbelt, MD, is a boutique and independent financial and legacy planning firm exclusively serving retirees and soon-to-be retirees in the greater DC Metro area.
We are seeking an experienced Client Service Associate to join our team. This role is ideal for a polished professional who thrives in a fast-paced environment and enjoys building long-term client relationships.
The Client Service Associate serves as a key part of the client journey—from onboarding and asset transfers to ongoing service and advisor support—helping ensure every client interaction reflects the high standards of our firm.
What you’ll do:
  • Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
  • Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
  • Build trusted relationships with clients while delivering a high-touch service experience
  • Manage incoming client calls and coordinate timely resolution of requests and inquiries
  • Maintain accurate documentation and detailed client notes within the CRM system (Wealthbox)
  • Support advisors by preparing for client meetings and ensuring a seamless client experience
  • Coordinate and monitor account transfers from submission through completion
  • Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
  • Review applications and paperwork for completeness and accuracy before submission
  • Prepare issued business for delivery and client follow-up
  • Assist with new business processing and operational workflows
  • Prepare client review materials and account summaries for upcoming meetings
What We’re Looking For:
  • Bachelor’s degree in business, finance, economics, or related field
  • 3+ years in client service or related industry experience
  • Series 65 or willing to obtain within 3-6 months
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Self-starter who takes initiative and works well independently
  • Excellent communication; written and verbal, professional and well spoken
  • Collaborative team player willing to assist others
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • Maryland Insurance License preferred
  • Experience with Fidelity Custodial platform is a plus
  • Experience with RightCapital, Holistiplan and Wealthbox or similar financial planning software is preferred
What You’ll Get:
Pay amp; Perks:
  • $65,000 – $85,000/year, based on experience + bonus potential
  • 100% firm paid medical and dental insurance for employee after 60 days
  • Health Savings Account with 50% employer match after 60 days
  • Safe Harbor 401(k) with 100% employer match up to 6% of salary after 6 months
  • Paid Time Off + 9 paid holidays
Schedule:
  • In office: Monday – Thursday, 8:30am – 5:00pm
  • Fridays, 8:30am-4:00pm (summer schedule Memorial Day – Labor Day 8:30am – 2:00pm)
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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