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Financial Advisor Support Jobs in Virginia (NOW HIRING)

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Financial Advisor Support information

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

For a financial advisor support role, having $200,000 in assets or income can be sufficient to engage with a financial advisor, as many advisors set minimum investment thresholds that vary widely. However, the specific amount needed depends on the advisor's policies, fee structure, and the client's financial goals, and some advisors may require higher minimums for comprehensive services or specialized planning. It is advisable to consult directly with the advisor to understand their requirements and fee arrangements.

What are Financial Advisor Support roles?

Financial Advisor Support roles are positions that assist financial advisors in delivering services to clients. These professionals handle administrative tasks, prepare client documents, manage schedules, and help with research and reporting. They play a key role in ensuring smooth operations and allowing advisors to focus on client relationships and financial planning. Support staff may also interact with clients to address basic inquiries and maintain records, making them essential to the success of a financial advisory team.

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

To thrive as a Financial Advisor Support, you need a strong grasp of financial principles, attention to detail, and often a bachelor’s degree in finance or a related field. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is typically required. Excellent organizational skills, proactive communication, and the ability to manage multiple priorities help set top performers apart. These capabilities ensure efficient client service, accurate data management, and effective support for financial advisors in a dynamic environment.

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

AspectFinancial Advisor SupportFinancial Planner
CertificationsTypically none or support-specific certificationsCFP, ChFC, or other financial planning credentials
Work EnvironmentSupports financial advisors in client management and administrative tasksProvides comprehensive financial planning services directly to clients
Employer & Industry UsageUsed within financial firms to assist advisorsIndependent or firm-based, offering holistic financial advice
Search & Comparison IntentUnderstanding support roles in financeSeeking full financial planning services or careers

Financial Advisor Support roles focus on assisting financial advisors with administrative and client support tasks, often requiring minimal certifications. Financial Planners provide comprehensive financial advice directly to clients, usually holding certifications like CFP. Both roles are integral in the financial industry but differ in responsibilities, credentials, and client interaction.

What are some typical responsibilities of a Financial Advisor Support professional during a client review cycle?

Financial Advisor Support professionals play a key role in preparing materials for client review meetings, updating financial plans, and ensuring all necessary documentation is accurate and up to date. They collaborate closely with financial advisors to gather client data, review account performance, and address administrative tasks such as scheduling and follow-up communications. This role often involves multitasking and prioritizing work to ensure a smooth client experience, as well as proactively identifying any issues or information gaps before meetings.

Why do so many financial advisors quit?

Many financial advisors leave the profession due to high stress, demanding client expectations, and regulatory pressures. Additionally, the job often involves long hours, commission-based income, and the need for ongoing certifications, which can contribute to burnout and job dissatisfaction.

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 strong sales skills, certifications like the CFP, and experience in wealth management or investment advising.

What does a financial advisor assistant do?

A financial advisor support professional assists financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. Their role helps ensure smooth client service and efficient office operations.
Financial Advisor Support jobs near you
Infographic showing various Financial Advisor Support job openings in Virginia as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution.
Associate Financial Advisor

Associate Financial Advisor

Brown Miller Wealth Management

Mclean, VA • Remote

$90K - $110K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 25 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.