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Wealth Advisor Jobs in Reston, VA (NOW HIRING)

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Ashburn, VA · On-site

$90K - $150K/yr

GENERAL The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through ...

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 ...

Aprio

Wealth Advisor

Rockville, MD · On-site +1

$150K - $250K/yr

As a Wealth Advisor at Aprio, you are responsible for advising families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning ...

W3Global Inc.

Wealth Advisor

Mclean, VA

$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

Fairfax, VA · 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

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 ...

W3Global Inc.

Wealth Advisor

Mclean, VA

$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 ...

United Bank

Fiduciary Wealth Advisor

Washington, DC · On-site

The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network of clients as well as manage fiduciary accounts and relationships. These relationships may consist of ...

United Bank

Fiduciary Wealth Advisor

Bethesda, MD · On-site

The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network of clients as well as manage fiduciary accounts and relationships. These relationships may consist of ...

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 ...

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 ...

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All JobsWealth Advisor JobsWealth Advisor Jobs in Reston, VA

Wealth Advisor information

See Reston, VA salary details

$49K

$107.4K

$154.8K

How much do wealth advisor jobs pay per year?

As of Jul 13, 2026, the average yearly pay for wealth advisor in Reston, VA is $107,437.00, according to ZipRecruiter salary data. Most workers in this role earn between $87,000.00 and $128,700.00 per year, depending on experience, location, and employer.

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.

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 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 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 popular job titles related to Wealth Advisor jobs in Reston, VA? For Wealth Advisor jobs in Reston, VA, the most frequently searched job titles are:
What job categories do people searching Wealth Advisor jobs in Reston, VA look for? The top searched job categories for Wealth Advisor jobs in Reston, VA are:
Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in Reston, VA as of July 2026, with employment types broken down into 93% Full Time, 6% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $107,437 per year, or $51.7 per hour.

Wealth Advisor

MAI WEALTH MANAGEMENT, INC.

Ashburn, VA • On-site

$90K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 29 days ago

Job description

GENERAL JOB DESCRIPTION

The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management, and proactive relationship engagement. The Wealth Advisor embodies MAI’s unified culture—collaborating across regions, specialties, and functions to ensure each client receives comprehensive advice and exceptional service.

We have flexibility on the level of position we hire. Based on years experience, credentials and skill set; the target range for base salary could be $90,000-$125,000 or $120,000 to $150,000.


MAJOR DUTIES AND RESPONSIBILITIES

Client Relationship Management

  • Serve as the trusted advisor and main point of contact for a defined set of clients and families.
  • Develop a deep understanding of clients’ goals, values, and financial priorities.
  • Lead regular client review meetings, proactively identifying opportunities for additional value and consolidation.
  • Collaborate with internal specialists (planning, investments, insurance, tax, estate, philanthropy) to ensure holistic wealth strategies.


Financial Planning and Investment Management

  • Create, monitor, and update comprehensive financial plans using firm-approved tools and methodologies.
  • Develop customized investment strategies aligned with client objectives and MAI’s investment philosophy.
  • Oversee portfolio construction, rebalancing, and risk management in coordination with the Investment Team.
  • Deliver ongoing education to clients on market dynamics and financial strategies.

Growth and Retention

  • Drive organic growth through client referrals, relationship deepening, and consolidation of external assets.
  • Partner with Business Development and Marketing teams to deliver presentations, client events, and educational content.
  • Actively participate in cross-regional collaboration to enhance client outcomes and referral flow.


EXPERIENCE/CREDENTIALS

  • Bachelor’s degree required; advanced degree or CFP®, CFA®, or CPA designation strongly preferred.
  • Minimum 3 years of client-facing wealth management or financial advisory experience.
  • Strong financial planning acumen and investment literacy.
  • Exceptional communication, presentation, and relationship management skills.
  • Proven track record of delivering superior client service and measurable growth.
  • Team-oriented mindset with commitment to MAI’s “One Firm” culture and continuous improvement.

COMPETENCIES

  • Working knowledge of planning strategies and solutions.
  • Ability to work in a team environment, but also comfortable leading the effort when called upon.
  • Knowledge of investments and macro-economics as they relate to clients’ investment goals and objectives.
  • Actively engages as a team member and leverage the strengths of the overall team to deliver outstanding results and solutions to our clients.
  • High attention to detail.
  • Strong written and oral communication.


FEATURED BENEFITS:

  • Annual Bonus
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k)
  • Health Savings Account
  • Paid Maternity Leave
  • Paid Parental Leave
  • Tuition Reimbursement