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Wealth Advisor Jobs in Reston, VA (NOW HIRING)

Morgan Stanley

Wealth Management Associate

Bethesda, MD · On-site

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 ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... CW Advisors & Osaic are not considering remote candidates at this time. Role Type: Full time Salary ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... CW Advisors & Osaic are not considering remote candidates at this time. Role Type: Full time Salary ...

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All JobsWealth Advisor JobsWealth Advisor Jobs in Reston, VA

Wealth Advisor information

See Reston, VA salary details

$48.9K

$107.2K

$154.5K

How much do wealth advisor jobs pay per year?

As of Aug 9, 2026, the average yearly pay for wealth advisor in Reston, VA is $107,240.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,900.00 and $128,500.00 per year, depending on experience, location, and employer.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, candidates 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 tools, and compliance with industry regulations are also important.

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 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 and financial products.

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 advisors also earn commissions or bonuses based on assets under management and performance.

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 August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution, with an average salary of $107,240 per year, or $51.6 per hour.

Wealth Advisor, Annapolis, DC or No.VA area.

M&T Bank

Falls Church, VA

$128K - $213K/yr

Full-time

Re-posted 27 days ago

M&T Bank rating

7.9

Company rating: 7.9 out of 10

Based on 186 frontline employees who took The Breakroom Quiz

79th of 170 rated banks

Job description

This position may be based out of DC, Baltimore, Annapolis, or No. Virginia. Overview:

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.

Primary Responsibilities:
  • Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis.
  • Responsible for leading the development of sales strategies to grow client base . Promote and sell the full array of financial services distributed by the Company to current and new clients.
  • Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.
  • Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions.
  • Leads client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved.
  • Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
  • Complete other related duties as assigned.
Scope of Responsibilities:

This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.

Education and Experience Required:

Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth client segment

Proven track record of implementing wealth management strategies

Education and Experience Preferred:

Securities licensing, CFP, CTFA, CPA designation

MBA (Master's degree in Business Administration) or JD (Juris Doctor)

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M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Baltimore, Maryland, United States of America

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