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Wealth Advisor Associate Jobs in Washington (NOW HIRING)

NFP Corp

Associate, Advisor

Reston, VA · On-site

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... As a Client Service Associate, you will be responsible for managing client communications and ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... As a Client Service Associate, you will be responsible for managing client communications and ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Morgan Stanley

Business Development Associate

Mclean, VA · On-site

$45K - $61K/yr

POSITION SUMMARY Business Development Associates provide exceptional service to our clients and ... In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ...

Morgan Stanley

Business Development Associate

Mclean, VA · On-site

$45K - $61K/yr

POSITION SUMMARY Business Development Associates provide exceptional service to our clients and ... In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will ...

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Washington

Wealth Advisor Associate information

See Washington salary details

$43.6K

$76.1K

$127.4K

How much do wealth advisor associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for wealth advisor associate in Washington is $76,062.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,300.00 and $93,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a wealth advisor associate?

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

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

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

What are popular job titles related to Wealth Advisor Associate jobs in Washington?

For Wealth Advisor Associate jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor Associate jobs in Washington look for?

The top searched job categories for Wealth Advisor Associate jobs in Washington are:

What cities in Washington are hiring for Wealth Advisor Associate jobs?

Cities in Washington with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $76,062 per year, or $36.6 per hour.

Associate, Advisor

NFP Corp

Reston, VA • On-site

Full-time

Medical, Retirement, PTO

Posted 12 days ago

Job description

Posting Description

Who We Are:    

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. 

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities. 

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary: Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.

Responsibilities:

  • Provide support to Advisors in all areas of financial planning.
  • Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
  • Create proposals for prospective clients.
  • Create and/or update financial plans for clients.
  • Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.
  • Attend client meetings and manage/complete all meeting follow-up activities.
  • Liaise with client’s attorneys and accountants as needed.
  • Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed
  • Assist with client data consolidation and maintenance as needed.
  • Assist with special projects as required.

Qualifications:

  • 0-4 years of relevant experience.
  • Completed or pursuing CFP®, CFA or JD.
  • Bachelors’ degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred
  • Continuously exhibits personal integrity and professional initiative.
  • Reliable, follows through on commitments, self-starter when it comes to new challenges.
  • Must be organized, detail-oriented and able to manage and prioritize tasks.
  • Demonstrates a commitment to accuracy by delivering high quality work.
  • Excellent written and verbal communication.
  • Collaborative and able to work effectively with others
  • Series 65 – or able to successfully complete within 90 days of employment.

Do you see yourself excelling in this position?

Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.


Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.

#Wealthspire

2584218Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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