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

Advisor Group

Financial Advisor

Falls Church, VA · On-site

$90K - $108K/yr

Current Employees and Contractors Apply Here Osaic Careers Financial Relationship Advisor Opportunity in Financial Services Financial Advisor Location(s): Falls Church, VA: 3120 Fairview Park Dr ...

Matchstick

Associate Financial Advisor

Mclean, VA · Remote

$90K - $110K/yr

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 ...

Ameriprise Financial

Financial Advisor

Vienna, VA

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

Ameriprise Financial

Financial Advisor

Vienna, VA · On-site

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each stage in their lives. It's a tremendous responsibility, but you won't go it alone. Thrive in a ...

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

Financial Advisor Assistant information

See Reston, VA salary details

$29.6K

$56.4K

$94.7K

How much do financial advisor assistant jobs pay per year?

As of Jun 11, 2026, the average yearly pay for financial advisor assistant in Reston, VA is $56,434.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,700.00 and $65,500.00 per year, depending on experience, location, and employer.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

How much do finance assistants make in the US?

Finance assistants in the US typically earn a median annual salary of around $40,000 to $50,000, depending on experience, location, and employer. Entry-level roles may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often increase with certifications and familiarity with financial software tools.

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

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, certifications like the CFP or CFA, and a successful track record in managing investments and financial planning. Income varies widely based on location, firm size, and individual performance.

What is a red flag for a financial advisor?

A red flag for a financial advisor is a lack of transparency about fees and compensation, which can indicate potential conflicts of interest. Additionally, unprofessional behavior, failure to provide clear investment strategies, or missing required certifications like the Series 7 or CFP can signal issues with their credibility and trustworthiness.

What are the primary responsibilities of a Financial Advisor Assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

What are the most commonly searched types of Financial Advisor jobs in Reston, VA? The most popular types of Financial Advisor jobs in Reston, VA are:
What are popular job titles related to Financial Advisor Assistant jobs in Reston, VA? For Financial Advisor Assistant jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Reston, VA look for? The top searched job categories for Financial Advisor Assistant jobs in Reston, VA are:
What cities near Reston, VA are hiring for Financial Advisor Assistant jobs? Cities near Reston, VA with the most Financial Advisor Assistant job openings:
Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Reston, VA as of June 2026, with employment types broken down into 81% Full Time, and 19% Part Time. Highlights an 87% In-person, and 13% Remote job distribution, with an average salary of $56,434 per year, or $27.1 per hour.
Financial Advisor

Financial Advisor

Advisor Group

Falls Church, VA • On-site

$90K - $108K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 6 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Financial Relationship Advisor Opportunity in Financial Services
Financial Advisor
Location(s):
Falls Church, VA: 3120 Fairview Park Dr suite 230, Falls Church, VA 22042
Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 days weekly in the office. Applicants located must be willing to work this schedule.
Osaic is not considering remote candidates at this time.
Role Type: Full time
Salary: $90,000 - 108,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high-net-worth client relationships.
Responsibilities:
  • Supports Wealth Advisors in delivering comprehensive financial planning and investment solutions.
  • Serves as a point of contact for operational and planning needs on client accounts.
  • Drafts and maintains financial plans, investment policy statements, performance reports, and client deliverables.
  • Collaborates with internal specialists and third-party professionals to implement planning and investment strategies.
  • Prepares for and participates in client meetings with increasing levels of direct client interaction.
  • Demonstrates proficiency in financial planning software, Excel, and CRM systems.
  • Applies strong understanding of investment principles, tax basics, estate planning concepts, and retirement fundamentals.
  • Translates data into clear, client-facing recommendations.
  • Manages planning workflows and supports multiple advisors across high-net-worth relationships.
  • Serves as a pipeline for the Wealth Manager position.

Education Requirements:
Bachelor's degree is preferred
Basic Requirements:
  • 2-4 years of experience in wealth management, financial planning, or client services within the financial services industry.
  • Progress toward CFP, CFA, CPA, or JD designation.
  • Strong written and verbal communication skills.
  • High attention to detail and strong organizational skills.
  • Proficiency with planning and CRM software.
  • Ability to collaborate within a team environment and manage multiple priorities effectively.

Preferred Requirements:
  • Experience in preparing financial plans and supporting client meetings.
  • Strong technical aptitude and willingness to expand planning knowledge.
  • Ability to articulate planning concepts clearly to clients and internal stakeholders.

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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