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Associate Wealth Management Advisor Jobs in Reston, VA

Focus Partners Wealth

Associate Wealth Advisor

Bethesda, MD · On-site

$70K - $80K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Responsibilities include creating and implementing strategies in retirement, risk management, tax ...

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Ashburn, VA · On-site

$90K - $150K/yr

GENERAL The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through ...

Robert Half

Wealth Advisor

Potomac, MD · On-site

$100K - $130K/yr

... wealth management strategies based on client needs. • Apply knowledge of financial planning ... Interested candidates in this Wealth Advisor role and other fulltime accounting and finance ...

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All JobsAssociate Wealth Management Advisor JobsAssociate Wealth Management Advisor Jobs in Reston, VA

Associate Wealth Management Advisor information

See Reston, VA salary details

$40.1K

$69.9K

$117K

How much do associate wealth management advisor jobs pay per year?

As of Jun 30, 2026, the average yearly pay for associate wealth management 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.

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

For an Associate Wealth Management Advisor, having $200,000 in assets can be sufficient to establish a client-advisor relationship, as many advisors set minimum investment thresholds ranging from $50,000 to $250,000. The advisor's services, fee structures, and client requirements vary, so the adequacy depends on the specific advisor's policies and the scope of financial planning needed.

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

To thrive as an Associate Wealth Management Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory requirements, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM platforms, and certifications like the Series 7 or CFP are typically required. Exceptional interpersonal skills, attention to detail, and the ability to build trust with clients help you stand out in this role. These skills and qualifications are crucial for delivering tailored financial advice, maintaining compliance, and fostering long-term client relationships.

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

AspectAssociate Wealth Management AdvisorFinancial Advisor
CredentialsTypically requires a Series 7 and 66 licenses, sometimes a CFP designationOften holds Series 7, 66, and CFP or CFA certifications
Work EnvironmentSupports senior advisors, works in banks, investment firms, or financial planning companiesProvides comprehensive financial planning and investment advice directly to clients
Employer & Industry UsageCommonly employed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and financial planning practices

While both roles involve client financial services, an Associate Wealth Management Advisor primarily supports senior advisors and handles client onboarding and administrative tasks. A Financial Advisor offers direct, personalized financial planning and investment advice to clients, often with more client-facing responsibilities. The Associate role is often a stepping stone toward becoming a full Financial Advisor.

What does an associate wealth advisor do?

An associate wealth management advisor supports senior advisors by preparing financial plans, conducting research, and managing client accounts. They assist with investment strategies, client communication, and may pursue certifications like the CFP to advance in the field.

What are the typical responsibilities of an Associate Wealth Management Advisor in supporting senior advisors and clients?

As an Associate Wealth Management Advisor, you will often assist senior advisors by preparing financial plans, conducting research on investment options, and managing client communications. Your day-to-day tasks may include scheduling client meetings, gathering and analyzing financial data, and ensuring all documentation is compliant with regulatory standards. This role also involves collaborating closely with team members to deliver a high level of service and support for clients, which helps you gain hands-on experience and develop the skills necessary for advancement within the firm.

How many financial advisors make $500,000 a year?

While some top-performing associate wealth management advisors can earn $500,000 or more annually, such high earnings are typically achieved through a combination of base salary, commissions, and bonuses, often reflecting extensive experience, a large client base, and advanced certifications like the CFP or CFA. Most advisors earn a median income significantly lower, with top earners representing a small percentage of the profession.

What does an Associate Wealth Management Advisor do?

An Associate Wealth Management Advisor assists clients with managing their financial assets and developing strategies to help them achieve their financial goals. They typically work under the supervision of senior advisors, helping with client onboarding, portfolio analysis, research, and preparing financial plans. Their duties often include communicating with clients, researching investment opportunities, and ensuring compliance with financial regulations. This role is a key stepping stone for those looking to advance in the wealth management industry.

Is 500,000 enough to work with a financial advisor?

As an Associate Wealth Management Advisor, working with a client who has $500,000 in assets is common, and many advisors set minimum investment thresholds around this amount. However, the suitability of working with a financial advisor depends on individual financial goals, complexity, and the advisor's policies, not solely on the asset amount. Clients with $500,000 can typically access comprehensive financial planning and investment management services.
What cities near Reston, VA are hiring for Associate Wealth Management Advisor jobs? Cities near Reston, VA with the most Associate Wealth Management Advisor job openings:
Associate Wealth Management Advisor jobs near you
Infographic showing various Associate Wealth Management Advisor job openings in Reston, VA as of June 2026, with employment types broken down into 63% Full Time, 35% Part Time, and 2% Temporary. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $69,867 per year, or $33.6 per hour.

Associate Wealth Advisor

Focus Partners Wealth

Bethesda, MD • On-site

$70K - $80K/yr

Other

Posted 26 days ago

Job description

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

  • Develop, revise, and present financial plans through planning software
  • Knowledge of tax, estate, and insurance planning
  • Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
  • Create holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Mastery of technology stack offered, including CRM system and custodian websites
  • Resource and collaboration with other Associate Wealth Advisors (AWAs)
  • Ability to independently lead client communications and interactions
  • Diligent recording of client communication and information within client relationship management platform
  • Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
  • Complete client billing reviews and ensure compliance for the advisory team
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities
  • The ability to meet with clients in person. Some travel may be required

Qualifications

  • Bachelor's Degree
  • Series 65 or equivalent within 120 days of employment
  • 2+ years of financial service experience
  • Strong interpersonal skills; team-orientated approach
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Excellent analytical skills and attention to detail
  • Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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