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Wealth Advisor Jobs in Reston, VA (NOW HIRING)

Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business ... Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire ...

Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business ... Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire ...

WEALTH PLANNER

Reston, VA

$56K - $77K/yr

Collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated advice * Cultivate strong relationships with existing Cresset clients and proactively bring financial ...

WEALTH PLANNER

Reston, VA · On-site

$56K - $77K/yr

Collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated advice * Cultivate strong relationships with existing Cresset clients and proactively bring financial ...

Financial Advisor

Falls Church, VA · On-site

$90K - $108K/yr

The Financial Advisor supports Wealth Advisors in delivering comprehensive financial planning, investment guidance, and high-quality client service across a range of high-net-worth client ...

In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and ...

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Wealth Advisor information

See Reston, VA salary details

$49K

$107.4K

$154.8K

How much do wealth advisor jobs pay per year?

As of Jun 16, 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.

Can financial advisors make $500,000 a year?

Wealth advisors and financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or in senior roles at large firms. Achieving this level often requires advanced certifications like the CFP or CFA, strong sales skills, and years of experience. Income varies widely based on location, client base, and performance.

Is $200,000 enough to work with a financial advisor?

A wealth advisor typically recommends a minimum investment amount that varies by firm, but $200,000 is generally considered sufficient to establish a relationship and receive personalized financial planning. Many advisors have minimums ranging from $100,000 to $1 million, and clients with this level of assets can access comprehensive services including estate planning, tax strategies, and investment management. Certification such as CFP can also influence the level of service provided to clients with this asset level.

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.

How much money can you make as a Wealth Advisor?

Wealth Advisors typically earn a base salary plus commissions or fees based on client assets, with total compensation ranging from around $60,000 to over $200,000 annually. Experienced advisors with a strong client base and certifications like the CFP can earn higher incomes, especially in high-net-worth markets.

How much does a Wealth Advisor earn?

A Wealth Advisor's average annual salary typically ranges from $70,000 to $150,000, depending on experience, location, and client base. Many earn additional compensation through commissions or performance-based bonuses, and certifications like the Certified Financial Planner (CFP) can influence earning potential.

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:
Infographic showing various Wealth Advisor job openings in Reston, VA as of June 2026, with employment types broken down into 100% Full Time. Highlights an 77% In-person, 8% Hybrid, and 15% Remote job distribution, with an average salary of $107,437 per year, or $51.7 per hour.
Wealth Advisor - PNC Wealth Management

Wealth Advisor - PNC Wealth Management

PNC Bank

Mclean, VA

$75K - $125K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago


PNC Bank rating

7.7

Company rating: 7.7 out of 10

Based on 334 frontline employees who took The Breakroom Quiz

73rd of 141 rated banks


Job description

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management, you will be based in McLean, VA.
PNC Wealth Advisors deliver tailored advice and strategic planning designed to help clients achieve their savings, investment, and retirement goals. As part of your support team, our Wealth Strategists collaborate with you to develop customized financial solutions that reflect each client's unique needs and aspirations. We take a comprehensive, holistic, and strategic approach, ensuring that the interests of all parties remain seamlessly aligned. Our offering includes a robust suite of financial products, dedicated administrative support, and cutting-edge technology built to elevate your practice and empower your success.PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
  • Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
  • Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client experience. Applies product and procedural knowledge to solve client problems appropriately and efficiently.
  • Develops and implements investment and insurance strategies for clients. Determines the best products to support such strategies. Presents sound financial recommendations and guidance to clients. Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed.
  • Actively and regularly coaches and educates internal business partners to identify investment opportunities. Drives investment education and visibility among internal business partners. Shows urgency with activities and leads by example. Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
  • Regularly meets with internal business partners to communicate and review business results and pipeline management. Meets service level agreements on lead and referral follow up. Adheres to all applicable laws, regulations, policies and guidelines.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred SkillsClient Prospecting, Client Relationship Building, Credit Risk Analysis, Customer Engagement, Financial Analysis, Financial Modeling, Investment Banking, Public Speaking, Relationship Building, Relationship ManagementCompetenciesCoaching Others, Customer Experience Management., Customer Retention, Effective Communications, Interpersonal Relationships, Managing Multiple Priorities, Prospecting., Sales Tasks And Activities, Selling.Work ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s)LicensesFINRA Series 7 and 66 (or 63,65) required. Life and Health Insurance required.Pay TransparencyBase Salary: $75,000.00 - $125,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 12/16/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visitpncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.


At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)


PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.


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