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Wealth Advisor Jobs in Reston, VA (NOW HIRING)

NRECA

Senior Financial Advisor

Arlington, VA · On-site

$126K - $157K/yr

History and Purpose Make Us Different Homestead Advisers isn't your typical investment manager. Founded in 1990 by the National Rural Electric Cooperative Association (NRECA), our start-up story is ...

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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 7, 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.

Relationship Manager - RIA

TritonPoint Wealth LLC

Chevy Chase, MD • On-site

$85K - $105K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 hours ago

Job description

CAREER OPPORTUNITY

Relationship Manager

TritonPoint Wealth

Chevy Chase, MD

Full-Time · On-Site

Relationship Management & Client Service

TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle “You. First. Always,” our team delivers sophisticated investment management and financial planning. We are seeking an experienced Relationship Manager to join our organization.

 

THE ROLE

About the Position

Join us as a Relationship Manager, partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This role offers a clear career path in wealth management with strong opportunities for development and advancement at a firm known for its collaborative culture.


RESPONSIBILITIES

Key Responsibilities

•      Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing.

•      Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks.

•      Providing direct support to Wealth Advisors in daily aspects of client service, advising, and financial planning.

•      Developing in depth understanding of portfolio construction and risk management.

•      Coordinating timely investment process of new client accounts within internal guidelines.

•      Contribute to business development efforts and help identify new client opportunities.

•      Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.

•      Responsibility for client data in various internal systems including the firm’s portfolio management database (Addepar).

•       Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

 

WHAT WE’RE LOOKING FOR

Preferred Qualifications

•      Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).

•      Minimum of two years’ experience in the financial services industry preferred.

•      1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

•      Professional Financial Designation (CFP®, CFA, or Series 65) preferred.

•      Strong communication skills with a genuine passion for helping others achieve their financial goals.

•      Excellent written and verbal communication skills.

•      Strong organizational, analytical, and interpersonal skills.

•      Ability to collaborate and excel in a fast-paced, team environment.

•      Proficiency with technology and willingness to learn financial planning software and CRM systems.

•       Detail-oriented approach with strong analytical and problem-solving abilities.

COMPETENCIES

Core Competencies

Client-First Mindset

Genuine care for clients; prioritizes their experience in every interaction.

Precision & Accuracy

Manages complex relationships and multi-step processes with meticulous attention to detail.

Resilience & Follow-Through

Persistent in seeing tasks to completion even when facing delays or friction.

Collaborative Spirit

Works effectively across advisor teams, operations, and custodians.

Proactive Communication

Anticipates needs and provides timely updates without being prompted.

Adaptability

Embraces new tools and responsibilities with enthusiasm in a fast-growing firm.

WHY JOIN

Why TritonPoint Wealth?

Growth & Expertise

Work alongside experienced advisors serving high-net-worth clients in an independent, growth-oriented firm.

Dynasty Network Access

Full ecosystem of Dynasty Financial Partners — resources, technology, community, and network support.

Best-in-Class Technology

Work with Addepar, eMoney, and a continuously evolving technology stack.

Culture of Integrity

A team built on trust and a genuine commitment to “You. First. Always.”


TritonPoint Wealth LLC

5404 Wisconsin Avenue, Suite 330 · Chevy Chase, MD 20815 · tritonpointwealth.com

TritonPoint Wealth LLC is registered as an investment adviser with the SEC.

Company Description

TritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.