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Wealth Management Analyst Jobs in Virginia (NOW HIRING)

W3Global Inc.

Wealth Advisor

Mclean, VA

$100K - $250K/yr

The firm emphasizes a disciplined, long-term approach to investment management and portfolio ... Review planning analyses and recommendations prepared by associates. * Participate in business ...

TIAA

Wealth Advisor

Fairfax, VA

$80K - $95K/yr

... analyze their financial landscape and develop recommendations that help them work towards well ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...

Cillium Corp.

data analyst

Fairfax, VA

... Wealth Management, and Capital Markets) business processes and resultant information needs: client, risk / regulatory / finance Previous experience with data quality tools preferred. Additional ...

cillium corp

data analyst

Fairfax, VA · On-site

... Wealth Management, and Capital Markets) business processes and resultant information needs: client, risk / regulatory / finance • Previous experience with data quality tools preferred.

CAPTRUST

Wealth Financial Advisor

Alexandria, VA

Prepare comprehensive financial plans, including data gathering, analyzing financial conditions, and developing recommendations for HNW clients. * Work closely with the Wealth Management Team to ...

Nasdaq

Senior Analyst - Equity Analysis

Richmond, VA · On-site

$87K - $115K/yr

In this role, you'll join the Equity Analysis team at Nasdaq Dorsey Wright as a senior contributor ... Knowledge of wealth management, managed accounts, ETFs, model portfolios, or advisor-focused ...

New

Range

Investment Analyst

Mclean, VA · On-site

We're building AI-powered wealth management. Investments, taxes, retirement, estate planning, all ... About the role We're looking for an Investment Analyst to join our growing investment team at Range.

Truist

Wealth Strategist II

Richmond, VA · On-site

$120K - $155K/yr

... more in assets under management. Leveraging deep technical expertise and a comprehensive ... The Strategist conducts detailed analyses of financial, estate, and wealth transfer planning ...

Truist

Wealth Strategist II

Richmond, VA · On-site

$120K - $155K/yr

... more in assets under management. Leveraging deep technical expertise and a comprehensive ... The Strategist conducts detailed analyses of financial, estate, and wealth transfer planning ...

Heritage Wealth Advisors

Wealth Advisor

Richmond, VA · On-site

$100 - $150/hr

... management. As part of our multi-family office, you'll work across financial planning, tax ... Strong analytical skills and the ability to turn technical information into practical ...

Range

Support Analyst

Mclean, VA · On-site

They are seeking a skilled Support Analyst to provide exceptional support, troubleshoot technical ... Range is an AI wealthtech platform that provides wealth management and financial advisory services.

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Showing results 21-40

All JobsWealth Management Analyst JobsWealth Management Analyst Jobs in Virginia

Wealth Management Analyst information

See Virginia salary details

$28.2K

$72.7K

$135.2K

How much do wealth management analyst jobs pay per year?

As of Sep 6, 2026, the average yearly pay for wealth management analyst in Virginia is $72,747.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,708.00 and $94,821.00 per year, depending on experience, location, and employer.

What does a wealth management analyst do?

A Wealth Management Analyst supports financial advisors and clients by conducting research, analyzing investment portfolios, tracking market trends, and preparing financial reports. They help develop strategies to grow and protect clients' assets, ensuring that investment recommendations align with clients' goals and risk profiles. Wealth Management Analysts also assist with client presentations and administrative tasks, making them vital to delivering comprehensive financial services.

What are the key skills and qualifications needed to thrive as a wealth management analyst?

To thrive as a Wealth Management Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and certifications like the CFA or CFP are highly valued. Attention to detail, client communication, and problem-solving abilities make someone excel in this role. These skills ensure accurate financial analysis, effective client relations, and the ability to develop tailored investment strategies.

How does a wealth management analyst typically collaborate with financial advisors and clients?

Wealth Management Analysts play a crucial support role by working closely with financial advisors to analyze client portfolios, prepare investment proposals, and conduct market research. They often participate in client meetings, gathering and organizing financial data to help advisors provide tailored recommendations. This collaboration ensures clients receive comprehensive, data-driven solutions and allows analysts to develop strong communication and presentation skills, which are essential for career advancement in wealth management.

What is the difference between Wealth Management Analyst vs Financial Advisor?

AspectWealth Management AnalystFinancial Advisor
CredentialsBachelor's degree, certifications like CFA or CFP often preferredBachelor's degree, CFP certification common
Work EnvironmentFinancial firms, investment banks, wealth management firmsIndependent practice, banks, or financial planning firms
Employer & IndustryFinancial services, investment managementFinancial services, wealth management, banking
Primary FocusAnalyzing investments, supporting portfolio strategiesAdvising clients on financial plans and investments

The main difference is that Wealth Management Analysts focus on analyzing investments and supporting portfolio strategies within financial firms, while Financial Advisors primarily work directly with clients to develop personalized financial plans. Both roles require similar credentials and often operate within the same industry, but their day-to-day responsibilities differ.

How much do wealth management analysts make in the US?

Wealth management analysts in the US typically earn a median annual salary of around $70,000 to $90,000, with entry-level positions starting lower and experienced analysts earning higher salaries. Compensation can vary based on location, firm size, and individual experience, and may include bonuses and incentives. Strong analytical skills and certifications like the CFA can enhance earning potential.

What are popular job titles related to Wealth Management Analyst jobs in Virginia?

For Wealth Management Analyst jobs in Virginia, the most frequently searched job titles are:

What job categories do people searching Wealth Management Analyst jobs in Virginia look for?

The top searched job categories for Wealth Management Analyst jobs in Virginia are:

Wealth Management Analyst jobs near you
Infographic showing various Wealth Management Analyst job openings in Virginia as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $72,747 per year, or $35 per hour.

Wealth Advisor

W3Global Inc.

Mclean, VA

$100K - $250K/yr

Full-time

Re-posted 13 days ago

Job description

Company Description

Our client is a truly independent registered investment advisory firm built on ethics, mutual respect, and integrity. Free from affiliations with specific organizations, investment companies, or proprietary products, the firm provides conflict-free advice focused solely on clients' best interests. The firm emphasizes a disciplined, long-term approach to investment management and portfolio construction, prioritizing fundamentals over market noise or short-term trends. The team is dedicated to holistic financial planning, helping clients pursue their financial goals and grow assets in line with their unique objectives. This client-centered philosophy guides every aspect of the firm's investment advisory services.

Role Description

This is a full-time, on-site Wealth Advisor role based in Northern Virginia. The Wealth Advisor serves as the primary relationship manager for assigned client relationships and prospective clients. They will meet with clients regularly to understand their goals, assess their financial situations, and deliver comprehensive financial advice across planning disciplines.

Job Activities

  • Serve as the lead advisor and primary point of contact for assigned client relationships.

  • Develop and present comprehensive financial plans and ongoing planning recommendations.

  • Conduct regular client review meetings and proactively identify planning opportunities.

  • Coordinate retirement, tax, estate, education, insurance, and investment planning strategies.

  • Collaborate with the firm's tax, financial planning, and investment teams.

  • Manage client onboarding and transition processes.

  • Provide guidance regarding portfolio construction and investment implementation.

  • Review planning analyses and recommendations prepared by associates.

  • Participate in business development activities and referral relationships.

  • Participate in the Client Investment Committee.

  • Leverage technology to efficiently deliver best-in-class service.

Qualifications

  • CFP® certification in good standing.

  • Minimum of five years of experience in wealth management, financial planning, or investment advisory services.

  • Experience leading client meetings and managing ongoing client relationships.

  • Strong knowledge of retirement, tax, estate, investment, and risk management planning concepts.

  • Excellent verbal, written, and interpersonal communication skills.

  • Bachelor's degree in Finance, Economics, Business, or a related field; professional designations such as CPA, CFA®, or EA are preferred.

  • Familiarity with financial planning software, CRM systems, and portfolio management tools; strong attention to detail and organizational skills.

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs