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

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 Jul 13, 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.

Is it hard to become a FA?

Becoming a financial advisor assistant typically requires strong communication skills, attention to detail, and some knowledge of financial products. Many positions prefer candidates with a bachelor's degree and relevant certifications or training, but the difficulty varies based on the employer and required experience. Gaining industry certifications like the Series 7 or Series 66 can improve job prospects and advancement opportunities.

How to become an assistant financial advisor?

To become an assistant financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant experience through internships and obtaining certifications such as the Series 7 or Series 66 license can improve job prospects; strong communication and organizational skills are also important. Some firms may require ongoing training or licensing to assist with client management and financial planning tasks.

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 bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, and relevant certifications like the CFP or CFA, along with a focus on high-value financial planning and investment management.

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 July 2026, with employment types broken down into 91% Full Time, and 9% 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.

Associate Financial Advisor

Brown Miller Wealth Management

Mclean, VA • Remote

$90K - $110K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 11 days ago

Job description

The Company

Brown|Miller Wealth Management, a fee-only, independent, privately-owned Registered Investment Advisory firm based in the Washington, DC area, is seeking an experienced Associate Financial Advisor (AFA) to join their rapidly growing boutique wealth management team.

At Brown|Miller Wealth Management, our mission is to be an industry-leading wealth management firm providing clients with exceptional advice and service. A values-based organization, we strive at all levels to meet our values of Excellence, Respect, Ownership, Integrity, and Teamwork. Our team works collaboratively to deliver excellence in every aspect of the client experience. We work to be recognized as a client-centric fiduciary providing objective and independent advice, service, and solutions always in the best interest of our clients.


Brown|Miller Wealth Management is committed to supporting the continued professional growth of our team members. Group meetings, individual coaching and education opportunities are designed to help team members grow towards their full potential. We welcome highly motivated candidates with a desire to deliver successfully, learn new skills, assume additional responsibilities, and advance their career.


The Position

The Associate Financial Advisor role is a financial advising position that provides exposure and practical experience to all aspects of client service, planning, and advisory.


Responsibilities


Client service responsibilities include but are not limited to: 

  • Consistently delivers superior and proactive client service. Actively responds to incoming emails, phone calls, and requests from clients. Creates and follows own action plans/tasks based on client needs and requests.
  • Focuses on complex and multi-step client account updates and asset movements, including new household relationships, trust management, account transfers, and deceased processing. 
  • Prepares, sends, and processes account documents. 
  • Enters securities trades and processes order corrections. 
  • Assists with active communication with clients and reaches out to correct any items needed. Keeps clients aware of any longer-term project status. 
  • Special projects as needed.


Financial Advisor support responsibilities include but are not limited to:

  • 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 advice and ongoing analysis.
  • Create financial plans and complete wealth management analysis. 
  • Correctly document all client and prospective client conversations and business actions into the dashboard system; create and maintain client files; prepare and send follow-up client letters. 
  • Maintain up-to-date client data in the contact management system and contact database for purposes of reporting, scheduling, fee tracking and marketing purposes. 
  • Monitor financial strategies and investments and complete appropriate implementation in a timely manner. 
  • Assists with updates, maintenance, and tracking of proprietary asset allocation models and strategies.
  • Oversee and provide support to pre-client-meeting preparation and post-client-meeting processing work. 
  • Sit “second chair” in client meetings: take, assemble, and transcribe notes related to action items, tasks and decisions made during appointments; monitor and follow up with all pending action items. 
  • Mentor with Partner’s to gain business development knowledge and firsthand experience for personal and professional growth.



Qualifications

  • Series 65 required  
  • Bachelor’s degree in finance or another related field
  • 2+ Years in support or client relations position; Financial Services industry experience and/or sales experience is preferred.
  • A passion for financial planning & growing. We are seeking initiative-taking candidates with a fervent desire to deliver successfully, learn new skills, assume additional responsibilities, and advance their career.


Salary & Benefits

  • $90,000 to $110,000
  • 401k: 4% match with additional discretionary profit sharing 
  • Comprehensive medical and dental insurance 
  • Long-term disability insurance 
  • Work from home/telework is offered as needed, on a case-by-case basis.
  • Paid Time Off and Paid Holidays following the NYSE observed holidays schedule.



More about the firm: The Brown|Miller Wealth Management team has been providing financial advisory services to clients for over 32 years. We specialize in working with high net-worth individuals, businesses, endowments, and foundations to help them simplify their complex financial needs. Our highly regarded wealth management team built their clientele during their time working for A.G. Edwards and Sons, Wachovia Securities, and Wells Fargo Advisors before launching our independently owned firm, Brown|Miller Wealth Management, LLC.