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Associate Financial Advisor Jobs in Reston, VA (NOW HIRING)

Fnbcorp

Financial Advisor

Bethesda, MD · On-site

$43K/yr

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth ...

F.N.B. Corporation

Financial Advisor

Bethesda, MD · On-site

$43K/yr

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth ...

Raymondjames

Associate Advisor

Arlington, VA · On-site

$90K - $120K/yr

The ideal candidate has worked as a Financial Advisor or alongside Financial Advisors in a client ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Reston, VA

Associate Financial Advisor information

See Reston, VA salary details

$40.1K

$69.9K

$117K

How much do associate financial advisor jobs pay per year?

As of Jul 17, 2026, the average yearly pay for associate financial advisor in Reston, VA is $69,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,600.00 and $85,800.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
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Associate Financial Advisor jobs near you
Associate Financial Advisor

Associate Financial Advisor

Brown Miller Wealth Management

Mclean, VA • Remote

$90K - $110K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 15 days ago

Job description

The Company

Brown|Miller Wealth Management, a fee-only, independent, privately-owned Registered Investment Advisory firm based in the Washington, DC area, is seeking an experienced Associate Financial Advisor (AFA) to join their rapidly growing boutique wealth management team.

At Brown|Miller Wealth Management, our mission is to be an industry-leading wealth management firm providing clients with exceptional advice and service. A values-based organization, we strive at all levels to meet our values of Excellence, Respect, Ownership, Integrity, and Teamwork. Our team works collaboratively to deliver excellence in every aspect of the client experience. We work to be recognized as a client-centric fiduciary providing objective and independent advice, service, and solutions always in the best interest of our clients.


Brown|Miller Wealth Management is committed to supporting the continued professional growth of our team members. Group meetings, individual coaching and education opportunities are designed to help team members grow towards their full potential. We welcome highly motivated candidates with a desire to deliver successfully, learn new skills, assume additional responsibilities, and advance their career.


The Position

The Associate Financial Advisor role is a financial advising position that provides exposure and practical experience to all aspects of client service, planning, and advisory.


Responsibilities


Client service responsibilities include but are not limited to: 

  • Consistently delivers superior and proactive client service. Actively responds to incoming emails, phone calls, and requests from clients. Creates and follows own action plans/tasks based on client needs and requests.
  • Focuses on complex and multi-step client account updates and asset movements, including new household relationships, trust management, account transfers, and deceased processing. 
  • Prepares, sends, and processes account documents. 
  • Enters securities trades and processes order corrections. 
  • Assists with active communication with clients and reaches out to correct any items needed. Keeps clients aware of any longer-term project status. 
  • Special projects as needed.


Financial Advisor support responsibilities include but are not limited to:

  • Function as primary back-up to Financial Advisors; assist with trading and strategizing to best accomplish various objectives; serve as direct support to Financial Advisors and Partners by providing advice and ongoing analysis.
  • Create financial plans and complete wealth management analysis. 
  • Correctly document all client and prospective client conversations and business actions into the dashboard system; create and maintain client files; prepare and send follow-up client letters. 
  • Maintain up-to-date client data in the contact management system and contact database for purposes of reporting, scheduling, fee tracking and marketing purposes. 
  • Monitor financial strategies and investments and complete appropriate implementation in a timely manner. 
  • Assists with updates, maintenance, and tracking of proprietary asset allocation models and strategies.
  • Oversee and provide support to pre-client-meeting preparation and post-client-meeting processing work. 
  • Sit “second chair” in client meetings: take, assemble, and transcribe notes related to action items, tasks and decisions made during appointments; monitor and follow up with all pending action items. 
  • Mentor with Partner’s to gain business development knowledge and firsthand experience for personal and professional growth.



Qualifications

  • Series 65 required  
  • Bachelor’s degree in finance or another related field
  • 2+ Years in support or client relations position; Financial Services industry experience and/or sales experience is preferred.
  • A passion for financial planning & growing. We are seeking initiative-taking candidates with a fervent desire to deliver successfully, learn new skills, assume additional responsibilities, and advance their career.


Salary & Benefits

  • $90,000 to $110,000
  • 401k: 4% match with additional discretionary profit sharing 
  • Comprehensive medical and dental insurance 
  • Long-term disability insurance 
  • Work from home/telework is offered as needed, on a case-by-case basis.
  • Paid Time Off and Paid Holidays following the NYSE observed holidays schedule.



More about the firm: The Brown|Miller Wealth Management team has been providing financial advisory services to clients for over 32 years. We specialize in working with high net-worth individuals, businesses, endowments, and foundations to help them simplify their complex financial needs. Our highly regarded wealth management team built their clientele during their time working for A.G. Edwards and Sons, Wachovia Securities, and Wells Fargo Advisors before launching our independently owned firm, Brown|Miller Wealth Management, LLC.