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Part Time Wealth Management Jobs in Reston, VA (NOW HIRING)

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Part Time Wealth Management information

See Reston, VA salary details

$78K

$101.7K

$121.7K

How much do part time wealth management jobs pay per year?

As of Jun 26, 2026, the average yearly pay for part time wealth management in Reston, VA is $101,671.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,000.00 and $113,400.00 per year, depending on experience, location, and employer.

Can you do wealth management part time?

Part time wealth management roles are available and typically involve flexible schedules, allowing professionals to work fewer hours than full-time positions. These roles often require relevant certifications such as the CFP or CFA and strong client management skills. However, the availability and scope of part-time opportunities can vary by employer and region.

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

For a wealth management professional, having $200,000 can be sufficient to start investing or managing client portfolios, depending on the services offered and client needs. However, the amount needed varies based on the complexity of financial plans, client assets, and the advisor's fee structure. Success in this role often depends more on skills, certifications, and client relationships than on specific asset amounts.

Can financial advisors make $500,000 a year?

Financial advisors, including those in wealth management, can potentially earn $500,000 or more annually, especially with extensive experience, a strong client base, and high-net-worth clients. However, such earnings are typically achieved through commissions, fees, and bonuses, and are not guaranteed for all advisors. Income levels vary widely based on location, firm size, and individual performance.

What are the typical responsibilities and team dynamics for a part-time wealth management role?

In a part-time wealth management position, you can expect to assist with client portfolio reviews, prepare financial reports, and support senior advisors with client communications. You’ll often collaborate closely with other advisors, analysts, and administrative staff to ensure clients’ needs are met efficiently. While your hours may be limited, strong communication and organizational skills are vital, as you’ll be responsible for managing multiple tasks and ensuring accuracy in financial documentation. The fast-paced environment offers valuable exposure to financial planning and can serve as a stepping stone for full-time advancement within the firm.

What are the key skills and qualifications needed to thrive as a Part-Time Wealth Management Professional, and why are they important?

To excel in part-time wealth management, you need a solid understanding of financial planning, investment strategies, and relevant regulations, often supported by a finance degree or professional certifications like CFP or CFA. Familiarity with portfolio management software, financial analysis tools, and CRM systems is typically required. Exceptional interpersonal skills, discretion, and the ability to communicate complex financial concepts clearly help build client trust and loyalty. These competencies are crucial for effectively managing client assets, ensuring compliance, and fostering long-term relationships in a competitive industry.

What is part-time wealth management?

Part-time wealth management refers to working in the financial advisory and planning sector on a part-time basis, rather than full-time. Professionals in this role help clients manage their assets, plan for retirement, and achieve financial goals, but may work reduced hours or fewer days per week. This arrangement can suit individuals seeking work-life balance or those transitioning into or out of full-time roles. Key responsibilities may include portfolio reviews, investment advice, and client meetings, all tailored to fit a part-time schedule.

Is $50,000 enough for a financial advisor?

For a part-time wealth management role, a $50,000 salary can be sufficient depending on the location, workload, and required experience. Compensation varies widely based on client base, certifications, and firm size, but part-time positions often offer lower pay compared to full-time roles. Skills in financial analysis and client communication are essential for success in this field.

What is the difference between Part Time Wealth Management vs Part Time Financial Advisor?

AspectPart Time Wealth ManagementPart Time Financial Advisor
CredentialsCertifications like CFP, CFA often preferredSimilar certifications, often CFP or Series 7/66
Work EnvironmentFinancial firms, banks, or independentFinancial firms, banks, or independent
Industry UsageCommon in wealth management firms and private banksUsed across financial planning and advisory firms
Search IntentSeeking part-time roles in wealth managementLooking for part-time financial advisory positions

Part Time Wealth Management and Part Time Financial Advisor roles often overlap in credentials and work environment. Both involve providing financial guidance, typically require similar certifications, and are found in similar settings. The main difference lies in the focus: wealth management emphasizes managing high-net-worth clients' assets, while financial advising covers broader financial planning services. Understanding these distinctions helps job seekers target the right roles in the financial industry.

What are the most commonly searched types of Wealth Management jobs in Reston, VA? The most popular types of Wealth Management jobs in Reston, VA are:
What are popular job titles related to Part Time Wealth Management jobs in Reston, VA? For Part Time Wealth Management jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Part Time Wealth Management jobs in Reston, VA look for? The top searched job categories for Part Time Wealth Management jobs in Reston, VA are:
What cities near Reston, VA are hiring for Part Time Wealth Management jobs? Cities near Reston, VA with the most Part Time Wealth Management job openings:
Part Time Wealth Management jobs near you

Part-time Office Administrator - Curo Private Wealth

Kestra Holdings

North Bethesda, MD • On-site

$18.25 - $25.25/hr

Full-time, Part-time

Medical, Dental, Vision, Retirement

Posted 13 days ago

Job description

Curo Private Wealth is an independent financial planning and investment management firm with offices in Reston, Virginia and Rockville, Maryland, serving clients across the United States. We are women-led firm committed to helping our clients make smart, strategic decisions and achieve their financial goals. Our diverse team works hard to deliver world-class service to each and every client.
About the Role:
The Office Administrator role reports to the COO and is critical to the operational efficiency of the office. This position utilizes excellent customer service and organizational skills to confidently provide administrative support to both clients and the internal team.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, you must be able to perform each essential duty satisfactorily:
  • Acts as front line for office contact: handling inbound and outbound calls, responding to email requests, greeting guests arriving in-person (this would not apply if virtual).
  • Manage office and advisors' calendars: scheduling of prospect meetings, periodic reviews and financial planning meetings with clients, investment update meetings/calls with internal partners, etc.
  • Handle client administrative requests: address/contact information updates, establishing online account access, providing statements/tax documents.
  • Maintain CRM: ensure prospects/clients are added to the database and information remains up to date.
  • Responsible for assuring timely submission of monthly expense reports for the firm's Partners.
  • Handle all office managerial tasks: maintain office supplies inventory, pay/reconcile vendor invoices, schedule equipment maintenance, etc. Assist operations team with client operational tasks, as needed.
  • Supports clients with online account activation and assists with troubleshooting login issues.

OTHER DUTIES: To perform this job successfully, you may also be asked to perform the following duties satisfactorily:
  • Assist Communications & Marketing Associate with prospect/client event planning: sending invitations, managing guest lists, reserving/coordinating event space, etc.
  • Other responsibilities as assigned by the COO.

What You Will Need:
KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, an individual should have the following skills and abilities:
  • Great customer service skills; positive, friendly attitude.
  • Ability to build relationships with clients and internal partners.
  • Computer skills (Outlook, Word, Excel) are essential.
  • Excellent communication skills, both verbal and written.
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.

SUPERVISORY RESPONSIBILITIES: None
EDUCATION AND EXPERIENCE:
  • You will have at least 1 year of work experience.
  • Previous customer service or administrative experience preferred.

CERTIFICATIONS: None
PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
  • Ability to sit at a computer for extended periods of time.
  • Ability to lift up to 20 pounds.

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE:
By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
  • You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.

KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.

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