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Senior Wealth Strategy Associate Jobs in Virginia

ManTech

Strategy and M&A Associate

Herndon, VA · Hybrid

$68K - $114K/yr

The Strategy and M&A Associate will leverage their strong financial background and knowledge to ... Interfacing directly with the Vice President of M&A and Strategy, senior leadership, and investor ...

Hoxton Circle

Senior Tax Associate

Richmond, VA · Hybrid

$81K - $100K/yr

Our client, a wealth management firm based in Richmond, VA is searching for a Senior Tax Associate ... make sure tax strategy and planning advice are aligned, and using the firm's tax and planning ...

W3Global Inc.

Wealth Advisor

Mclean, VA

$100K - $250K/yr

Coordinate retirement, tax, estate, education, insurance, and investment planning strategies ... Review planning analyses and recommendations prepared by associates. * Participate in business ...

NRECA

Senior Financial Advisor

Arlington, VA · On-site

$126K - $157K/yr

Provides superior client service and executes comprehensive relationship management strategy for ... Four or more years direct experience in a senior client facing role. * Marketing or business ...

Range

Senior Financial Planner

Mclean, VA · On-site

Build and implement iterative financial plans and wealth strategies * Maintain an in-depth ... Associate (ECA) or similar * 6-9+ years experience in a client-facing financial services roles

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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 8, 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.

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 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 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 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.
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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, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $73,562 per year, or $35.4 per hour.

Strategy and M&A Associate

ManTech

Herndon, VA • Hybrid

$68K - $114K/yr

Other

Medical, Life, Retirement, PTO

Re-posted 22 hours ago

ManTech rating

9.0

Company rating: 9.0 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

33rd of 242 rated software companies

Job description

Description & Requirements
Elevate your career with MANTECH International Corporation! Join a dynamic team dedicated to national security through cutting-edge technology. Since 1968, MANTECH has led in delivering advanced solutions to government intelligence, the Department of Defense, and Federal Civilian sectors. Dive into innovation in Digital Transformation, Cybersecurity, IT, Data Analytics and Software Development. Your journey to impactful work and rapid growth starts now-be extraordinary at MANTECH!

MANTECH seeks a motivated, career and customer-oriented Strategy and M&A Associate to join our team in Herndon VA. This is a hybrid position with at least 3 days a week on-site.

The Strategy and M&A Associate will leverage their strong financial background and knowledge to support the corporate growth and portfolio shaping efforts, to include executing mergers and acquisitions (M&A), conducting market research, and supporting corporate development initiatives.

Responsibilities include but are not limited to:

  • Supporting the corporate development process from growth strategy and pipeline maintenance through financial modeling, valuation analysis, due diligence, and transaction close.
  • Conducting comprehensive research and analysis across financials, business operations, and competitive intelligence to screen and qualify investment markets, customers, and capabilities.
  • Serving as a key assistant project manager and contact for both internal and external constituents on strategic M&A projects.
  • Supporting Board of Directors and corporate governance requirements through public market tracking, competitor analysis, and strategic planning content creation.
  • Assisting in the preparation and evolution of debt and equity investor materials, handling logistics, and updating investor profiles as the company grows.
  • Interfacing directly with the Vice President of M&A and Strategy, senior leadership, and investor partners to help implement the company's growth strategy.

Minimum Qualifications:

  • Bachelor's degree preferably in finance, business, economics, or a related field.
  • 1-4 years of progressively responsible experience in investment banking, corporate development, or financial analysis.
  • Excellent financial and analytical skills, with a demonstrated ability to establish facts, handle multiple tasks, and work efficiently under tight deadlines.
  • Demonstrated ability to create effective presentation materials and express complex ideas clearly and concisely across multiple mediums.
  • Advanced proficiency in Microsoft PowerPoint, Excel, Word, and Outlook.
  • Working knowledge of market intelligence products such as FactSet, NASDAQ IR Insight, BGov, FPDS, DACIS, or GovWin IQ.

Preferred Qualifications:

  • Experience executing transactions within the government services, Federal, or national security industry sector.
  • Self-starter with excellent people skills - able to work across teams, maintain confidentiality, and drive change throughout an organization.

Clearance Requirements:

  • Must be a U.S. Citizen

Physical Requirements:

  • Must be able to remain in a stationary position 50% of the time.
  • Needs to occasionally move about inside the office to access file cabinets, office machinery, and interact with senior leadership.
  • Frequently communicates with co-workers, management, and customers, which may involve delivering presentations.
  • Must be able to exchange accurate information in these situations.

The projected compensation range for this position is $68,600.00-$114,100.00. There are differentiating factors that can impact a final salary/hourly rate, including, but not limited to, Contract Wage Determination, relevant work experience, skills and competencies that align to the specified role, geographic location (For Remote Opportunities), education and certifications as well as Federal Government Contract Labor categories.  In addition, MANTECH invests in its employees beyond just compensation.  MANTECH's benefits offerings include, dependent upon position, Health Insurance, Life Insurance, Paid Time Off, Holiday Pay, short-term and long-term Disability, Retirement and Savings, Learning and Development opportunities, wellness programs as well as other optional benefit elections.

MANTECH considers all qualified applicants for employment without regard to disability or veteran status or any other status protected under any federal, state, or local law or regulation.
If you need a reasonable accommodation to apply for a position with MANTECH, please email us at careers@mantech.com and provide your name and contact information.

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