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Associate Financial Advisor Jobs in Springfield, VA

Foresters Financial

Sales Support Associate

Silver Spring, MD · On-site

$17.50 - $22.75/hr

Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...

Morgan Stanley

Business Development Associate

Mclean, VA

$45K - $61K/yr

POSITION SUMMARY Business Development Associates provide exceptional service to our clients and ... In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ...

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

Associate Financial Advisor information

See Springfield, VA salary details

$40.2K

$70.1K

$117.5K

How much do associate financial advisor jobs pay per year?

As of Aug 11, 2026, the average yearly pay for associate financial advisor in Springfield, VA is $70,147.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,800.00 and $86,200.00 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.
What are the most commonly searched types of Financial Advisor jobs in Springfield, VA? The most popular types of Financial Advisor jobs in Springfield, VA are:
What are popular job titles related to Associate Financial Advisor jobs in Springfield, VA? For Associate Financial Advisor jobs in Springfield, VA, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Springfield, VA look for? The top searched job categories for Associate Financial Advisor jobs in Springfield, VA are:
What cities near Springfield, VA are hiring for Associate Financial Advisor jobs? Cities near Springfield, VA with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Springfield, VA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $70,147 per year, or $33.7 per hour.

Sales Support Associate

Foresters Financial

Silver Spring, MD • On-site

$17.50 - $22.75/hr

Full-time

Medical, Retirement

Re-posted 14 days ago

Job description

What we need:

This role supports the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients*.

*This role requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative.

What you will do:
  • Act as a liaison between the representative and their clients. The type of support is dictated by whether the incumbent is FINRA licensed.
  • As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.
  • Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.
  • Maintain representative’s file organization.
What you will learn:
  • Products and services including Mutual Funds, Annuities and Life Insurance,
  • Retirement products including IRAs and 403(b)s
  • College funding products including ESAs and 529 plans
  • Asset allocation strategy
  • Time value of money
  • Prospecting and telephone techniques (if you become FINRA licensed)
  • Compliance training
What you need to have:
  • High School diploma or equivalent
  • Some college preferred
  • FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will be provided. 
  • Strong verbal communication skills with a customer-service focus
  • Strong organizational skills
  • Ability to meet deadlines
  • Proficient use of Microsoft Office including Word, Excel and PowerPoint

What you should expect:

We are a fast-paced but fun environment where you can expect to learn a great deal and can feel good about making a positive difference in the financial lives of individuals across the country.

Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. 

About Cetera Investors and Cetera Financial Group
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. 

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services.

Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources.  Unsolicited resumes will be ineligible for referral fees. 

Employment Type: Full-Time

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