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

Northwestern Mutual

Financial Advisor

Washington, DC

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Reston, VA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Washington, DC · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Washington, DC · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Fairfax, VA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Reston, VA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Washington, DC

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Washington, DC

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

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All JobsFinancial Advisor Analyst JobsFinancial Advisor Analyst Jobs in Reston, VA

Financial Advisor Analyst information

See Reston, VA salary details

$40.1K

$91.7K

$122.8K

How much do financial advisor analyst jobs pay per year?

As of Aug 5, 2026, the average yearly pay for financial advisor analyst in Reston, VA is $91,666.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,800.00 and $115,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor analyst?

To thrive as a Financial Advisor Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically backed by a degree in finance, economics, or a related field. Familiarity with financial software such as Excel, Bloomberg Terminal, and portfolio management systems, as well as certifications like CFA or CFP, is highly valued. Excellent communication, problem-solving, and interpersonal skills help in building client trust and working effectively in teams. These skills and qualities are essential for providing accurate financial advice, supporting informed investment decisions, and fostering long-term client relationships.

What is the difference between Financial Advisor Analyst vs Financial Planner?

AspectFinancial Advisor AnalystFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP certification highly recommended
Work EnvironmentFinancial firms, investment banks, or advisory firmsIndependent practice, financial advisory firms, or banks
Primary FocusAnalyzing investments, supporting advisors, and portfolio managementCreating comprehensive financial plans for clients
Employer & Industry UsageCommonly employed in finance and investment sectorsWidely used in personal finance and wealth management

Financial Advisor Analysts primarily support investment decisions and portfolio analysis within financial firms, while Financial Planners focus on developing personalized financial strategies for clients. Both roles often require similar certifications and work in related environments, but their core responsibilities differ—analysis versus planning.

What does a financial advisor analyst do?

A financial advisor analyst evaluates clients' financial situations, analyzes investment options, and develops strategies to meet their financial goals. They use financial modeling tools, stay informed about market trends, and often hold certifications like the CFA or CFP. Their work typically involves research, data analysis, and client communication to provide informed financial advice.

What are some common challenges financial advisor analysts face when managing client portfolios, and how can these be addressed?

Financial Advisor Analysts often encounter challenges such as keeping up with rapidly changing market conditions, managing diverse client expectations, and ensuring compliance with financial regulations. To address these, analysts must stay well-informed through ongoing research and professional development, utilize advanced portfolio management tools, and communicate proactively with clients to set realistic goals and update them on performance. Collaborating closely with senior advisors and compliance teams also helps to maintain high standards and deliver tailored solutions.

What is a financial advisor analyst?

A Financial Advisor Analyst is a professional who supports financial advisors by conducting research, analyzing financial data, and preparing reports to help clients make informed investment decisions. They often assist in creating financial plans, assessing portfolios, and tracking market trends. This role typically serves as an entry point in the financial advisory field, offering hands-on experience with financial strategies and client interactions. Financial Advisor Analysts work in banks, investment firms, or private advisory practices and play a crucial role in ensuring clients' financial goals are met.
What are popular job titles related to Financial Advisor Analyst jobs in Reston, VA? For Financial Advisor Analyst jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Analyst jobs in Reston, VA look for? The top searched job categories for Financial Advisor Analyst jobs in Reston, VA are:
What cities near Reston, VA are hiring for Financial Advisor Analyst jobs? Cities near Reston, VA with the most Financial Advisor Analyst job openings:
Financial Advisor Analyst jobs near you
Infographic showing various Financial Advisor Analyst job openings in Reston, VA as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $91,666 per year, or $44.1 per hour.

Experienced Financial Advisor

Cornerstone Advisor Group

Fairfax, VA

$150K/yr

Full-time

Posted yesterday

New

Job description

Join us at Cornerstone Advisor Group, where your expertise as a Financial Advisor will flourish in a supportive, innovative environment. We empower you to build meaningful relationships with clients, offering personalized guidance while upholding our promise of integrity and collaboration. With us, you’ll have the freedom to operate independently, backed by a strong infrastructure and ongoing support. Our commitment to your professional growth includes comprehensive training, mentorship, and access to robust tools, fostering a fulfilling career that makes a real impact.
As an Experienced Financial Advisor, you'll play a crucial role in shaping clients' financial futures. We value creativity and collaboration, encouraging you to bring your ideas to the table. Enjoy unique benefits like flexible working hours and competitive salaries, all within a culture that prioritizes innovation and employee development. At Cornerstone, success is about more than growth—it's about making a difference. Let's build something extraordinary together.

Compensation:

$90,000 - $150,000


Responsibilities:
  • Guide clients in developing personalized financial plans that align with their goals and values.
  • Analyze market trends and economic data to provide informed investment advice.
  • Foster long-term relationships with clients through regular communication and trust-building.
  • Collaborate with team members to enhance service offerings and client satisfaction.
  • Stay updated on industry regulations and compliance standards to ensure ethical practices.
  • Utilize advanced financial tools to optimize client portfolios and maximize returns.
  • Conduct workshops and seminars to educate clients on financial literacy and planning strategies.

Qualifications:

  • Active Life Producer License in your state of residence (Virginia).

  • Proven experience selling life insurance products and generating leads.

  • Strong communication and phone skills.

  • Business-driven mindset with the desire to grow a personal practice.

  • Strong interpersonal skills and the ability to connect with clients from diverse backgrounds.

  • Willingness to learn, grow, and continuously improve.

  • Self-motivated professionals with a strong work ethic.

  • Individuals passionate about helping others and making a positive impact.

  • Confident, resilient, and relationship-focused advisors.

  • Ethical, trustworthy, and committed to doing what’s right for clients.

  • Professionals who want to grow their own success while contributing to their community.


About Company

At Cornerstone Advisor Group, we believe financial planning is about more than products - it’s about people. Our advisors are empowered to build meaningful relationships, provide personalized guidance, and keep the promises they make to clients and each other. We foster a culture rooted in integrity, collaboration, and purpose, where success is measured not only by growth but by impact.

Our advisors operate with independence while benefiting from strong infrastructure, proven systems, and ongoing support. We invest in our people through comprehensive training, mentorship, and access to robust tools and resources - creating an environment where advisors can build sustainable, fulfilling careers while making a meaningful difference.