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Wealth Coordinator information

See Reston, VA salary details

$28.1K

$64.3K

$87.9K

How much do wealth coordinator jobs pay per year?

As of Aug 25, 2026, the average yearly pay for wealth coordinator in Reston, VA is $64,305.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,900.00 and $80,100.00 per year, depending on experience, location, and employer.

What is a wealth coordinator?

Wealth Coordinators are professionals who help individuals and families manage their financial affairs by coordinating various aspects of wealth management, such as investments, estate planning, tax strategies, and philanthropy. They work closely with clients and a team of financial advisors, attorneys, accountants, and other specialists to ensure that all elements of a client's financial life are aligned with their goals. Wealth Coordinators often act as the main point of contact for clients, helping to organize, communicate, and implement tailored financial plans.

How does a wealth coordinator typically interact with clients and other financial professionals on a daily basis?

A Wealth Coordinator serves as a key point of contact between clients and the wealth management team. On a daily basis, they are responsible for scheduling meetings, preparing client reports, and ensuring all client requests are handled promptly. They also coordinate with financial advisors, portfolio managers, and tax professionals to gather necessary information and facilitate seamless service delivery. Strong organizational and communication skills are essential, as the role often involves juggling multiple client accounts and priorities simultaneously.

What are the key skills and qualifications needed to thrive as a wealth coordinator, and why are they important?

To thrive as a Wealth Coordinator, you need a solid foundation in finance, investment principles, and client relationship management, typically supported by a degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and regulatory compliance tools is essential. Exceptional organizational skills, attention to detail, and strong interpersonal communication help build trust with clients and coordinate with advisors. These skills are crucial for delivering tailored financial solutions and ensuring seamless wealth management operations.

What is the difference between Wealth Coordinator vs Financial Advisor?

AspectWealth CoordinatorFinancial Advisor
CredentialsCertifications like CFP, CFA, or Series 7 often preferredCFP, CFA, Series 7, or other financial planning licenses
Work EnvironmentFinancial firms, banks, or wealth management companiesIndependent or firm-based financial planning firms
Employer & IndustryFinancial services industry, focusing on client support and coordinationFinancial planning and investment advisory services

While both roles involve working with clients' finances, a Wealth Coordinator primarily supports wealth management teams by handling administrative tasks and client communication. A Financial Advisor provides personalized financial planning and investment advice. The roles often overlap in credentials and work environment, but their core responsibilities differ, with the Wealth Coordinator focusing on support functions and the Financial Advisor on client financial strategies.

What are the most commonly searched types of Wealth jobs in Reston, VA?

The most popular types of Wealth jobs in Reston, VA are:

What are popular job titles related to Wealth Coordinator jobs in Reston, VA?

For Wealth Coordinator jobs in Reston, VA, the most frequently searched job titles are:

What job categories do people searching Wealth Coordinator jobs in Reston, VA look for?

The top searched job categories for Wealth Coordinator jobs in Reston, VA are:

Wealth Coordinator jobs near you
Infographic showing various Wealth Coordinator job openings in Reston, VA as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $64,305 per year, or $30.9 per hour.

Wealth Advisor - Hightower Signature Wealth

Washington, DC • On-site

Hightower
See more jobs at Hightowerexternal

$100K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Job description

Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
The Role
Hightower Signature Wealth is expanding its presence in the Philadelphia area, and is looking for an experienced, client-centric, Wealth Advisor, to support and enhance client relationships introduced through our business development efforts.
This is a non-entry level role designed for a seasoned financial professional who thrives in complex planning environments, understands tax-aware investment strategies, and takes full ownership of client relationships to ensure a positive client experience and retention.
You're a trusted advisor, relationship steward, and team player who is willing to do whatever it takes to ensure clients feel supported, understood, and confident in their long-term partnership with Hightower Signature Wealth.
This role is designed for an advisor who views client relationships as a long-term franchise asset, and takes personal accountability for retention, satisfaction, and outcomes. You will report to the Director.
What You'll Do
  • Assume full relationship ownership for clients onboarded through our custodial referral programs
  • Serve as the primary relationship lead for assigned client relationships
  • Develop and implement customized financial plans incorporating tax planning, investment strategy, estate considerations, retirement planning, and risk management
  • Partner with internal investment, planning, tax resources to provide coordinated solutions
  • Lead regular in-person and virtual client reviews, with a focus on long-term planning outcomes rather than short-term performance
  • Serve as a trusted partner to clients navigating complex financial decisions
  • Collaborate with referral partners, including CPA's, estate attorneys, to support holistic planning outcomes
  • Maintain high client retention by proactively managing expectations, delivering consistent follow-through, and managing client outcomes
  • Uphold all regulatory, compliance, and fiduciary responsibilities

What You'll Bring
You are an experienced relationship manager with the judgment, confidence, and professionalism required to independently manage client relationships and deliver consistent client experiences.
You will have experience and attributes in the following areas:
  • A deep commitment to client service, relationship ownership, and long-term retention.
  • Strong interpersonal skills with the ability to build immediate credibility and trust with high-net-worth clients
  • High emotional intelligence and the ability to uncover client motivations, priorities, and concerns
  • Intellectual curiosity and comfort navigating complex financial, tax, and planning scenarios
  • A team-first mindset with a strong work ethic and willingness to step in wherever needed to support clients and colleagues

Required Experience
  • 5 or more years of continued licensed experience as a financial services professional
  • Active security licenses (Series 65 or 66 required)
  • One or more of the following credentials required:
    • CFP®, CPA, CFA, and Juris Doctor (JD)
  • Clean U4 compliance record
  • Bachelor's degree required, graduate-degree preferred
  • Experience working with high-net-worth or ultra-high-net-worth clients strongly preferred
  • You will be required to be accepted into the SAN (Schwab Advisor Network) and WAS (Wealth Advisor Solutions) through successful background check
  • The role is suited for advisors who already have spent several years managing complex client relationships independently and are now looking for a long-term, relationship-focused role within a growing team

What We Offer
  • Base salary range: $100,000 to $110,000 annually, based on experience, credentials, and demonstrated ability to manage complex client relationships
  • Variable compensation: Performance-based incentive compensation with an expected range of $30,000 to $50,000+, tied primarily to client retention, relationship ownership, and overall contribution to the firm rather than asset gathering alone
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • PTO plan
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
You are a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

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