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Wealth Advisor Jobs in Washington (NOW HIRING)

Curi Capital

Wealth Advisor

Washington, DC

As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. Key ...

Curi Capital

Wealth Advisor

Washington, DC · On-site

$120K - $200K/yr

As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business. Key ...

Beacon Pointe Advisors LLC

Wealth Advisor

Columbia, MD · On-site

$125K - $175K/yr

We are currently seeking qualified candidates to join Beacon Pointe Advisors in our Columbia, MD office as a Wealth Advisor. This individual will work directly with the Managing Director and will be ...

W3Global Inc.

Wealth Advisor

Mclean, VA · On-site

$100K - $250K/yr

The Wealth Advisor serves as the primary relationship manager for assigned client relationships and prospective clients. They will meet with clients regularly to understand their goals, assess their ...

TIAA

Wealth Advisor

Washington, DC · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial ...

TIAA

Wealth Advisor

Fairfax, VA

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial ...

Truist

Wealth Advisor III

Mclean, VA

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

Truist

Wealth Advisor III

Mclean, VA · On-site

Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values * Establish and ...

CAPTRUST

Wealth Financial Advisor

Alexandria, VA · On-site

CAPTRUST is seeking a CFP Wealth Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations. Once the ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement: Hybrid -- 3 days in office, 2 days remote The Opportunity Our client is a rapidly growing ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement: Hybrid - 3 days in office, 2 days remote The Opportunity Our client is a rapidly growing ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement: Hybrid -- 3 days in office, 2 days remote The Opportunity Our client is a rapidly growing ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

$60K - $100K/yr

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement: Hybrid -- 3 days in office, 2 days remote The Opportunity Our client is a rapidly growing ...

Simplex

Associate Wealth Advisor

Bethesda, MD · On-site

$60K - $100K/yr

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement: Hybrid - 3 days in office, 2 days remote The Opportunity Our client is a rapidly growing ...

CAPTRUST

Wealth Financial Advisor

Alexandria, VA

CAPTRUST is seeking a CFP Wealth Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations. Once the ...

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Wealth Advisor information

See Washington salary details

$53.2K

$116.7K

$168.2K

How much do wealth advisor jobs pay per year?

As of Aug 25, 2026, the average yearly pay for wealth advisor in Washington is $116,748.00, according to ZipRecruiter salary data. Most workers in this role earn between $94,600.00 and $139,900.00 per year, depending on experience, location, and employer.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.

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

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What are some common challenges wealth advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $200,000 annually.

What do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning software, and compliance with industry regulations are also important.

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 jobs in Washington?

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

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

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

What cities in Washington are hiring for Wealth Advisor jobs?

Cities in Washington with the most Wealth Advisor job openings:

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

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

Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in Washington as of August 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $116,748 per year, or $56.1 per hour.

Wealth Advisor

Washington, DC

Curi Capital
Finance and Insurance • 11 - 50 employees
Learn more about Curi Capitalexternal

Full-time

Re-posted 29 days ago

Job description

The Role

We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. 

Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.  

Key Responsibilities:

  • Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well-being, which include: 
    • Financial planning and budgeting
    • Holistic balance sheet advisement (including cash and debt)
    • Asset allocation and investments
    • Estate and tax planning
    • Insurance analysis and review 
    • Charitable Strategy
  • Responsible for growing business through business development and referral generation from clients 
  • Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients 
  • Demonstrate a genuine involvement in the local community
  • Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships

Key Skills:

  • Team-oriented, relationship-driven advisor
  • High integrity, honest, respectful individual
  • Curious and coachable disposition
  • Passionate about serving clients
  • Strong ability to foster relationships both externally and internally
  • Demonstrated strong work ethic 
  • Good communicator with superior written and oral communication skills
  • High attention to detail and well organized
  • Strong critical thinking skills to assess clients' financial position and needs or requirements to attain clients' goals and objectives.
  • High standards of professionalism while working with clients and team members

Key Qualifications:

  • Certified Financial Planner (CFP) designation - required
  • Five years of relevant experience managing all facets of wealth management - required
  • Bachelor's degree - required
  • Experience serving physicians is preferred but not required 
  • Demonstrate strong, established client relationships  
  • Experience with financial planning software (MoneyGuide or eMoney)

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