ZipRecruiter

Log In

1

Senior Wealth Strategy Associate Jobs in Virginia

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

We are seeking an experienced Senior Registered Wealth Associate to join our growing practice. This is an important client-facing and operational position for an individual who takes pride in ...

Ra

Healthcare Strategy Associate

Arlington, VA · On-site

You will be reporting to the Senior Consultant. About our client: They are an equal opportunity employer and with value diversity at their company. They do not discriminate on the basis of race ...

next page

Showing results 1-20

All JobsWealth Strategy Associate JobsSenior Wealth Strategy Associate JobsSenior Wealth Strategy Associate Jobs in Virginia

Senior Wealth Strategy Associate information

See Virginia salary details

$28.8K

$73.6K

$131.9K

How much do senior wealth strategy associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for senior wealth strategy associate in Virginia is $73,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $94,200.00 per year, depending on experience, location, and employer.

What does a senior wealth strategy associate do?

A Senior Wealth Strategy Associate works with high-net-worth clients to develop and implement comprehensive financial strategies. They assist in managing investment portfolios, estate planning, tax optimization, and risk management. Their role often involves collaborating with advisors, conducting research, preparing client presentations, and ensuring that clients’ wealth management objectives are met efficiently. They also stay updated on market trends and regulations to provide informed guidance and support for complex financial decisions.

What are the key skills and qualifications needed to thrive as a senior wealth strategy associate, and why are they important?

To thrive as a Senior Wealth Strategy Associate, you need expertise in financial planning, investment analysis, and wealth management, typically supported by a bachelor’s degree in finance or a related field and often certifications like the CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is commonly required. Exceptional interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help build client trust and foster long-term relationships. These skills and qualities are crucial for delivering tailored financial strategies that meet clients’ goals and ensure satisfaction in a competitive industry.

How does a senior wealth strategy associate typically collaborate with financial advisors and clients to develop customized wealth management plans?

A Senior Wealth Strategy Associate regularly partners with financial advisors to analyze clients’ financial situations, identify their goals, and design tailored wealth management strategies. They often participate in client meetings, presenting insights on estate planning, tax optimization, and asset allocation. The role requires clear communication and close collaboration with both internal teams and external partners, ensuring that each plan aligns with the client's unique objectives and complies with current regulations. This collaborative approach not only deepens client relationships but also enhances the overall effectiveness of the wealth management team.

What is the difference between Senior Wealth Strategy Associate vs Wealth Strategy Associate?

AspectSenior Wealth Strategy AssociateWealth Strategy Associate
Required CredentialsBachelor's degree, CFP or similar certifications often preferredBachelor's degree, some certifications optional
Work EnvironmentMore client-facing, strategic planning, mentorship rolesSupport role, research, data analysis
Employer & Industry UsageFinancial advisory firms, private banks, wealth managementEntry to mid-level roles in similar firms

The main difference between a Senior Wealth Strategy Associate and a Wealth Strategy Associate lies in experience, responsibilities, and client interaction. Senior associates typically handle more complex planning, have leadership duties, and may mentor junior staff, whereas associates focus on research and supporting senior staff. Both roles are common in wealth management firms and require relevant certifications and industry knowledge.

What are popular job titles related to Senior Wealth Strategy Associate jobs in Virginia?

For Senior Wealth Strategy Associate jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Senior Wealth Strategy Associate jobs in Virginia look for?

The top searched job categories for Senior Wealth Strategy Associate jobs in Virginia are:

What cities in Virginia are hiring for Senior Wealth Strategy Associate jobs?

Cities in Virginia with the most Senior Wealth Strategy Associate job openings:

Senior Wealth Strategy Associate jobs near you
Infographic showing various Senior Wealth Strategy Associate job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 64% Full Time, 33% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $73,562 per year, or $35.4 per hour.

Wealth Planning Associate

Heritage Wealth Advisors, LLC

Richmond, VA • On-site

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Wealth Planning Associate

Richmond, Virginia

Full-Time | Hybrid

Salary Range: $65,000–$75,000 + Bonus Potential

Reports to: Director of Financial Planning & Tax

Hybrid Expectation: Typically four days per week in the office, with flexibility based on role needs and training.


Heritage Wealth Advisors is seeking a Wealth Planning Associate to help serve ultra-high-net-worth families and institutions while building broad technical experience across financial planning, tax, investments, estate planning, and family office matters.

Working alongside experienced advisors and specialists, you’ll contribute directly to client work from the start, with responsibility increasing as your knowledge and judgment develop.

This is an opportunity for someone early in their career who is intellectually curious, highly accountable, and looking to build the foundation for a long-term career in wealth advisory.

The Work

  • Support sophisticated client relationships, partnering with Wealth Advisors and Senior Wealth Advisors to understand client priorities, prepare for meetings, execute next steps, and move client needs through resolution.
  • Build hands-on planning experience across balance sheets, cash flow projections, estate planning reviews, tax considerations, investments, and other aspects of a family’s financial life.
  • Develop tax planning and preparation knowledge, assisting with projections, estimated payments, and preparation of individual, trust, partnership, nonprofit, gift, and related tax returns.
  • Participate in client meetings, preparing materials, capturing key decisions and next steps, maintaining accurate CRM records, and taking on greater client interaction as your experience grows.
  • Gain exposure to family office work, which may include reporting, bookkeeping review, bill pay, trust distributions, and loan tracking for complex family relationships.
  • Coordinate across the advisory team, working with Financial Planning & Tax, Investment Advisory, Operations, Philanthropy, and other specialists to keep client work moving accurately and on time.
  • Take ownership of the details, anticipating needs, communicating progress and potential issues early, and following assignments through to completion.
  • Build your professional proficiency, learning directly from experienced advisors, pursuing relevant credentials, and taking on increasingly complex planning and client responsibilities.
  • Help improve how we work, contributing ideas, technology, and new approaches, including appropriate use of AI-enabled tools, to improve accuracy, efficiency, and the client experience.

The Associate We’re Looking For

  • You stay curious, motivated by sophisticated work and the opportunity to continually deepen your expertise.
  • You’re intellectually curious, with a genuine interest in understanding how financial planning, tax, investments, estate strategy, and family dynamics connect.
  • You take ownership, paying close attention to the details while understanding how your work contributes to a larger client relationship.
  • You learn quickly and ask thoughtful questions, seeking guidance when needed and applying what you learn the next time.
  • You communicate clearly, keeping advisors and teammates informed and approaching sensitive client information with professionalism and discretion.
  • You value high standards, balancing accuracy, responsiveness, and deadlines in an environment where the details matter.
  • You’re motivated to grow, seeking deeper technical knowledge, professional credentials, and increasing responsibility over time.


Qualifications

  • Bachelor’s degree, preferably in accounting, finance, economics, business, or a related field.
  • 1–3 years of relevant or transferable professional experience.
  • Interest in pursuing a professional designation such as the CFP®, CPA, EA, or CFA.
  • Strong analytical skills and an interest in developing technical expertise across financial planning and tax.
  • Clear written and verbal communication skills.
  • Strong organization, attention to detail, and follow-through.
  • Sound judgment and discretion when working with confidential client information.
  • Proficiency with Microsoft Office and Adobe Acrobat, with the ability and interest to learn financial planning, CRM, tax, and other technology platforms.

Compensation & Benefits

The anticipated salary range for this position is $65,000–$75,000, based on experience and capabilities, with additional bonus potential.

Heritage also offers:

  • Comprehensive medical, dental, vision, life, AD&D, and disability insurance.
  • 401(k) with profit sharing.
  • Financial support for professional development, certifications, continuing education, and leadership development.
  • Paid vacation, sick leave, and holidays.
  • A flexible hybrid work environment.
  • Parental and family leave.
  • Access to Heritage resources, internal expertise, professional networks, and thought leadership opportunities.

About Heritage

Heritage Wealth Advisors is an independently owned Registered Investment Advisor and multi-family office serving ultra-high-net-worth families, individuals, and institutions.

Since 2005, we have helped clients protect, grow, share, and sustain wealth across generations. Our work brings together interconnected disciplines: Family Office, Financial Planning, Investment Management, Tax Planning & Compliance, Philanthropy, and Institutions.

With offices in Richmond and Charlottesville, Virginia, and Pittsburgh, Pennsylvania, Heritage is built around a collaborative model: specialists working together around the client, with a long-term view of both wealth and legacy.