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Wealth Assistant Jobs in Virginia (NOW HIRING)

Burke & Herbert Bank & Trust

Wealth Advisor

Culpeper, VA · On-site

$55K - $65K/yr

Job Posting TitleWealth Advisor The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · On-site

$17.25 - $22.75/hr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Organize, scan, and maintain all client paperwork * Assist in greeting clients and visitors ...

Modera Wealth Management

Advisory Manager

Mclean, VA · On-site +1

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... * Assist in communicating departmental goals and expectations, guide team members in their ...

Focus Partners Wealth

Tax Associate

Chesapeake, VA

$51K - $68K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Prepare extensions and assist with tax notices as needed. * Prepare quarterly tax estimates and ...

Focus Partners Wealth

Tax Associate

Virginia Beach, VA · On-site

$51K - $69K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Prepare extensions and assist with tax notices as needed. * Prepare quarterly tax estimates and ...

Focus Partners Wealth

Tax Associate

Norfolk, VA · On-site

$56K - $75K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Prepare extensions and assist with tax notices as needed. * Prepare quarterly tax estimates and ...

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Wealth Assistant information

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$9

$29

$65

How much do wealth assistant jobs pay per hour?

As of Aug 2, 2026, the average hourly pay for wealth assistant in Virginia is $29.14, according to ZipRecruiter salary data. Most workers in this role earn between $16.60 and $34.13 per hour, depending on experience, location, and employer.

How many financial advisors make $500,000 a year?

While exact numbers vary, a small percentage of financial advisors, including wealth assistants with advanced certifications and extensive client portfolios, earn $500,000 or more annually. Typically, high earnings are associated with senior advisors managing large assets and working in affluent markets.

How to become a personal assistant for a wealthy person?

To become a personal assistant for a wealthy individual, candidates should develop strong organizational, communication, and discretion skills, often gained through experience in administrative roles. Relevant qualifications include proficiency with scheduling tools, confidentiality, and adaptability, with some positions requiring a background in finance or luxury services. Building a professional network and demonstrating reliability can improve chances of securing such a position.

What does a wealth assistant do?

A wealth assistant supports financial advisors or clients by managing schedules, preparing documents, and handling administrative tasks related to wealth management. They may also assist with client communications, data entry, and using financial software to ensure smooth operations in a financial services environment.

What jobs make $1,000,000 a year?

In the context of a Wealth Assistant, high-earning roles often include investment bankers, hedge fund managers, and senior executives in finance or technology, with many earning over $1 million annually through salaries, bonuses, and profit sharing. These positions typically require advanced degrees, extensive experience, and strong skills in finance, leadership, or technical expertise.

What are the key skills and qualifications needed to thrive in the Wealth Assistant position, and why are they important?

To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.

What is a Wealth Assistant job?

A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.

What does a typical day look like for a Wealth Assistant, and how do they interact with wealth advisors and clients?

A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.

What are the most commonly searched types of Wealth jobs in Virginia? The most popular types of Wealth jobs in Virginia are:
What are popular job titles related to Wealth Assistant jobs in Virginia? For Wealth Assistant jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Wealth Assistant jobs in Virginia look for? The top searched job categories for Wealth Assistant jobs in Virginia are:
What cities in Virginia are hiring for Wealth Assistant jobs? Cities in Virginia with the most Wealth Assistant job openings:
Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in Virginia as of June 2026, with employment types broken down into 30% Full Time, 63% Part Time, and 7% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $60,611 per year, or $29.1 per hour.

Wealth Advisor

Burke & Herbert Bank & Trust

Fredericksburg, VA • On-site

$55K - $65K/yr

Full-time

Posted 10 days ago

Burke & Herbert Bank rating

6.4

Company rating: 6.4 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

147th of 170 rated banks

Job description

Job Posting TitleWealth Advisor
Job Description

The Wealth Advisor is a client-facing representative of Burke & Herbert Wealth Management Services who will assist customers with investment and financial planning needs. This is a licensed position (FINRA Series 7 and 66 and VA L&H), which requires the ability to execute investment transactions.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This position combines entrepreneurial opportunity with the structure, security and resources of a premier community bank. The position requires the ability to manage time efficiently and may call for local travel coordinated with your assigned branch offices. The primary goal of a Wealth Advisor is to cultivate and grow financial planning relationships for Burke & Herbert Bank customers. In addition to the opportunity to help expand relationships with existing customers, a Wealth Advisor is expected to develop relationships to help add to the Bank’s growth.

Skills/Abilities

  • Strong written and verbal communication skills.
  • High level of commitment to integrity and ethics.

Education and Experience

  • College degree required; advanced degree preferred.
  • Requires at least three years of financial sales experience servicing an existing book of business.
  • FINRA Series 7 and 66 (or 63 & 65) licenses required; Virginia Life Insurance License required.
  • Professional designation (e.g., CFP, CFA) required.
  • Computer literacy required, including Excel spreadsheet and word processing applications.

Supervisory Responsibility

This position has no supervisory responsibilities.


Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

For applicants located in Virginia (VA): The anticipated salary range for this position is $55,000–$65,000 plus commissions annually. This range represents the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs.

All other locations: The salary will be based on experience, qualifications, and geographic location.



Travel

Travel will be required for this position.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status

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