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Wealth Advisor Assistant Jobs in Virginia (NOW HIRING)

114 Private Wealth

Be Seen First

Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

114 Private Wealth

Be Seen First

Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

114 Private Wealth

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Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

114 Private Wealth

Be Seen First

Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

Prepare documentation and coordinate required client signatures and follow-up. * Assist Wealth Advisors with preparation for client meetings and ongoing relationship management. * Coordinate with ...

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Wealth Advisor Assistant information

See Virginia salary details

$28.3K

$53.8K

$90.2K

How much do wealth advisor assistant jobs pay per year?

As of Aug 29, 2026, the average yearly pay for wealth advisor assistant in Virginia is $53,780.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,600.00 and $62,500.00 per year, depending on experience, location, and employer.

What is a wealth advisor assistant?

Wealth Advisor Assistants are professionals who support wealth advisors or financial planners in delivering financial services to clients. Their responsibilities typically include administrative tasks, preparing client documents, scheduling meetings, conducting research, and helping with client communications. They play a vital role in ensuring that the wealth management process runs smoothly and efficiently, allowing wealth advisors to focus more on client relationships and strategic planning. Wealth Advisor Assistants often possess strong organizational skills, attention to detail, and a basic understanding of financial concepts.

What are the day-to-day responsibilities of a wealth advisor assistant?

Wealth Advisor Assistants typically handle a variety of tasks including preparing client meeting materials, managing account paperwork, scheduling appointments, and responding to client inquiries. They play a crucial role in maintaining accurate records, processing transactions, and ensuring compliance with industry regulations. By managing these administrative and operational tasks, they free up Wealth Advisors to focus more on client relationships and financial planning. Additionally, assistants often collaborate closely with advisors and other support staff, fostering a team-oriented environment.

What skills and qualifications are needed to thrive as a wealth advisor assistant?

To thrive as a Wealth Advisor Assistant, you need strong organizational skills, attention to detail, and a solid understanding of financial products and services, often supported by a degree in finance or a related field. Familiarity with CRM systems, portfolio management software, and financial planning tools is typically required, along with FINRA Series 7 or 66 certifications in some firms. Exceptional communication, discretion, and client service skills help build trust and facilitate smooth interactions with clients and advisors. These skills are essential for ensuring accurate account management, effective client support, and maintaining the professional reputation of the advisory team.

What is the difference between Wealth Advisor Assistant vs Financial Advisor Assistant?

AspectWealth Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, CFP certification preferredSimilar certifications, often the same as Wealth Advisor Assistant
Work EnvironmentSupports wealth management teams, high-net-worth client focusSupports financial planners, broad client base
Industry UsageCommon in private banking and wealth management firmsUsed across financial planning and investment firms
Job ResponsibilitiesAssists with portfolio management, client communication, and researchSupports financial planning, client meetings, and documentation

Both roles involve supporting financial professionals, but Wealth Advisor Assistants typically focus on high-net-worth clients and wealth management tasks, while Financial Advisor Assistants may work with a broader client base. The certifications and work environment are quite similar, making these roles closely related in the financial industry.

What are the most commonly searched types of Wealth Advisor jobs in Virginia?

The most popular types of Wealth Advisor jobs in Virginia are:

What cities in Virginia are hiring for Wealth Advisor Assistant jobs?

Cities in Virginia with the most Wealth Advisor Assistant job openings:

Wealth Advisor Assistant jobs near you
Infographic showing various Wealth Advisor Assistant job openings in Virginia as of August 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, and 25% Hybrid job distribution, with an average salary of $53,780 per year, or $25.9 per hour.

Junior Wealth Advisor

Acorn Financial Services Inc

Reston, VA • On-site

Full-time

Posted 2 days ago

New

Job description

The Mission
Acorn Financial Services was built on a foundational premise: eliminate financial silos. We don't just coordinate basic accounts; we truly integrate our clients' entire financial lives across complex tax, legal, and investment landscapes. As a Junior Financial Advisor, you are at the beginning of a rigorous, highly rewarding career path. Your mission is to provide the critical analytical and structural support that empowers our Senior Wealth Advisors to deliver unparalleled holistic stewardship to our clients.
Who You Are
  • You thrive in disciplined execution. You know that in wealth management, consistency always beats intensity.
  • You bring intense focus and accountability to data analysis, market research, and the meticulous preparation of financial plans.
  • You grow through feedback and challenge. You view every client meeting, every portfolio analysis, and every constructive critique as a critical learning opportunity. You actively seek feedback from senior partners to accelerate your path to professional mastery.
  • You hold an uncompromising standard for detail. In financial services, small analytical errors compound massively over time. You sweat the minutiae when entering financial data into CRM systems and modeling long-term financial projections.
  • You win together. You are eager to support the broader team, share credit, and play a vital, high-impact role behind the scenes to ensure the client receives a flawless, perfectly coordinated presentation.

What You Will Do
  • Assist senior advisors in gathering comprehensive financial data, interpreting complex client information, and building highly customized, accurate financial plans.
  • Conduct detailed market research, analyze various investment vehicles, and assist in the preparation of sophisticated investment proposals and periodic portfolio reviews.
  • Attend critical client meetings alongside Senior Advisors, meticulously documenting strategic action items, and ensuring all follow-up tasks are executed with extreme urgency.
  • Support the complex client onboarding process by ensuring all financial records, risk tolerance profiles, and newly drafted estate planning documents are perfectly integrated into our CRM.

How We Measure Success (Outcomes)
  • The singular primary outcome of this role is leveraging the time of the Senior Advisors. Success is measured by the volume of analytical and preparatory work successfully offloaded from senior staff.
  • Maintain a near-perfect accuracy rate in all data entry, CRM management, and preliminary financial modeling tasks.
  • Demonstrate measurable, rapid progress toward advanced professional certifications (e.g., CFP, Series 7/66) within a strictly defined timeframe.

What We Offer
We offer a clear, meticulously defined career path toward becoming a Lead Financial Advisor within a prestigious firm. You will receive direct, daily mentorship from industry veterans who manage highly complex, high-net-worth portfolios. You will operate within a culture of sincere candor and growth, backed by top-tier benefits, hybrid flexibility, and highly competitive entry-level compensation.