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Financial Advising Assistant Jobs in Reston, VA (NOW HIRING)

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Reston, VA · On-site

$62K - $75K/yr

The individual who joins our team will be directly working with our financial advisers, and will ... Interfacing directly with clients to complete service requests * Assist & coordinate operational ...

Aon

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... ). * Assist with the development of client financial plans using financial planning software and ...

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... ). * Assist with the development of client financial plans using financial planning software and ...

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... ). * Assist with the development of client financial plans using financial planning software and ...

NFP Corp

AVP, Advisor

Potomac, MD · On-site

As an AVP, Advisor at Wealthspire, you will leverage deep financial expertise to craft tailored ... ). * Assist with the development of client financial plans using financial planning software and ...

Intrepid

Financial Analyst

Mclean, VA · On-site

Advise senior leadership on financial performance and planning strategies * Assist in aligning financial plans with organizational and program objectives * Collaborate with program managers and ...

Intrepidgs

Financial Analyst

Mclean, VA

Advise senior leadership on financial performance and planning strategies * Assist in aligning financial plans with organizational and program objectives * Collaborate with program managers and ...

Range

Senior Financial Planner

Mclean, VA · On-site

But we're looking for more than just a great advisor - you'll be a key component of helping to ... Be an active part of a collaborative team and share best practices * Assist our engineering and ...

SAIC

Finance Analyst

Herndon, VA · On-site

Advise leadership on strategic initiatives, and policies & procedures affecting financial ... work. * Assist the procurement team for annual audit for the inventory samples, findings, and ...

Procession Systems

4223 Credit Associate

Mclean, VA · On-site

Support client FP&A activity, including the creation of accrual and cash flow models. * Work ... Engage with clients directly to collect underwriting documents and assist the Client Advisor in the ...

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Financial Advising Assistant information

See Reston, VA salary details

$11

$24

$41

How much do financial advising assistant jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for financial advising assistant in Reston, VA is $24.30, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $27.26 per hour, depending on experience, location, and employer.

What is a financial advising assistant?

Financial Advising Assistants are professionals who support financial advisors in managing client accounts, preparing reports, conducting research, and handling administrative tasks. They play a key role in ensuring that the financial advisor's operations run smoothly by scheduling appointments, maintaining records, and communicating with clients. Their work allows financial advisors to focus more on providing direct financial planning and investment advice. Financial Advising Assistants may also help prepare materials for client meetings and ensure compliance with regulations. They typically work in banks, investment firms, or financial planning companies.

What does a financial advising assistant do?

A Financial Advising Assistant typically handles a variety of administrative and client-support tasks, such as preparing financial reports, scheduling meetings, updating client records, and assisting with compliance documentation. They often serve as the first point of contact for clients, helping to address routine inquiries and ensuring smooth communication between clients and advisors. Additionally, they may assist with research on investment products or financial planning strategies, providing valuable support that allows advisors to focus on more complex client needs.

What are the key skills and qualifications needed to thrive as a financial advising assistant?

To thrive as a Financial Advising Assistant, you need strong analytical skills, attention to detail, and a background in finance or business, often supported by a relevant degree or coursework. Proficiency with financial planning software, CRM systems, and Microsoft Excel is typically required, and certifications like the Series 65 or 66 can be advantageous. Excellent organization, communication, and client service skills help you stand out in supporting advisors and building client relationships. These skills ensure accurate financial data management, efficient workflow, and positive client experiences essential for a successful advisory practice.

What is the difference between Financial Advising Assistant vs Financial Planner?

AspectFinancial Advising AssistantFinancial Planner
CredentialsTypically requires a high school diploma or associate degree; certifications like FINRA Series 6 or 7 are commonRequires a bachelor's degree; certifications such as CFP (Certified Financial Planner) are often necessary
Work EnvironmentSupports financial advisors in client meetings, research, and administrative tasksWorks directly with clients to develop financial plans and investment strategies
Employer & Industry UsageFound in banks, financial firms, and advisory practicesEmployed by financial advisory firms, banks, and independent practices

The Financial Advising Assistant primarily supports financial advisors with administrative and research tasks, often requiring less formal certification. In contrast, a Financial Planner works directly with clients to create comprehensive financial plans, usually holding advanced certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities and qualifications.

What cities near Reston, VA are hiring for Financial Advising Assistant jobs?

Cities near Reston, VA with the most Financial Advising Assistant job openings:

Financial Advising Assistant jobs near you

Client Services Associate

MV Financial Group, MV Capital Management Inc.

Reston, VA • On-site

$62K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 13 days ago

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Job description

MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients.

Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:

  • Interfacing directly with clients to complete service requests
  • Assist & coordinate operational procedures, including reporting and cash management within client accounts
  • Assist with the completion of investment trades within client accounts
  • Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more.
  • Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more.

Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm is required. Prior experience working with a portfolio management software is also required.

This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.

This position is an in office position.

Company Description

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.