ZipRecruiter

Log In

1

Wealth Management Associate Jobs in Virginia (NOW HIRING)

Modera Wealth Management

Advisory Manager

Mclean, VA · On-site

$145K/yr

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive ... Coordinate the work of Planning Associates to ensure efficient distribution of financial planning ...

Truist

Wealth Advisor III

Mclean, VA

... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

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 ... Coordinate the work of Planning Associates to ensure efficient distribution of financial planning ...

Truist

Wealth Advisor III

Mclean, VA · On-site

... management advice and solutions. Utilize objective and sound personal financial planning and ... Team and peer group role model for other Wealth Advisors and Wealth Associates * Continuously act ...

next page

Showing results 1-20

All JobsWealth Management Associate JobsWealth Management Associate Jobs in Virginia

Wealth Management Associate information

See Virginia salary details

$10

$19

$32

How much do wealth management associate jobs pay per hour?

As of Jun 17, 2026, the average hourly pay for wealth management associate in Virginia is $19.70, according to ZipRecruiter salary data. Most workers in this role earn between $14.76 and $20.48 per hour, depending on experience, location, and employer.

What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is an entry level job in wealth management?

An entry-level job in wealth management typically includes roles such as Wealth Management Associate or Financial Advisor Trainee, focusing on client service, financial planning support, and investment research. These positions often require strong communication skills, basic financial knowledge, and may involve working under the supervision of experienced professionals to gain industry experience.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

Can financial advisors make $500,000 a year?

Wealth management associates and financial advisors can earn $500,000 or more annually, especially with high client assets, commissions, and bonuses. Achieving this level typically requires extensive experience, strong client relationships, and often certifications like the CFP or CFA. Income varies widely based on location, firm size, and individual performance.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, $200,000 can be a significant amount to invest or manage, but whether it is sufficient depends on individual financial goals and the complexity of the portfolio. Financial advisors typically work with clients across a wide range of assets, and many recommend starting with at least $50,000 to $100,000 for personalized services, though some may work with lower or higher amounts. The role involves understanding client needs and developing tailored strategies, regardless of the initial investment size.
What are the most commonly searched types of Wealth Management jobs in Virginia? The most popular types of Wealth Management jobs in Virginia are:
What are popular job titles related to Wealth Management Associate jobs in Virginia? For Wealth Management Associate jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Wealth Management Associate jobs in Virginia look for? The top searched job categories for Wealth Management Associate jobs in Virginia are:
What cities in Virginia are hiring for Wealth Management Associate jobs? Cities in Virginia with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Associate Portfolio Manager - Wealth Management

Associate Portfolio Manager - Wealth Management

Godsey & Gibb Wealth Management

Richmond, VA • On-site

$66K - $76K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Job description

Firm Overview

Godsey & Gibb Wealth Management is a rapidly growing SEC-Registered Investment Advisor (RIA) overseeing approximately $1.6 billion in assets under management. As a second generation, family-led firm, we are committed to building trusted relationships, delivering high-touch wealth management services, and helping our clients plan for their long-term goals.

About the Role

As the Associate Portfolio Manager, you’ll support the investment team throughout the portfolio management process, including portfolio monitoring, reporting, analysis, and trading operations. This role works closely with portfolio management, advisors, and internal teams to ensure client portfolios are accurately maintained and aligned with investment objectives. This is a strong opportunity for a detail-oriented, analytical candidate who can manage multiple portfolios in a collaborative team environment.

This is a hybrid position based in Richmond, VA and reports to the Director of Portfolio Management.

Key Responsibilities

Portfolio Management Support
  • Maintain accurate client portfolios by monitoring liquidity needs, clientspecific restrictions, portfolio positioning, and alignment with investment objectives
  • Support the implementation of investment strategies to transition new and existing clients to the Firm’s investment strategy
  • Prepare portfolio reviews, rebalance portfolios, generate proposals, and monitor investment model changes across multiple client accounts
  • Assist in the analysis of securities, account transitions, and cash flow activities, while helping to identify potential investment risks and propose risk mitigation measures to management
    • Trading Operations
  • Execute daily, monthly, and annual trading operation processes including data integrity maintenance, reconciliation, and trade settlement troubleshooting
  • Resolve trade errors with custodians and internal teams to ensure best execution of complex trades

    • Reporting Analysis & Risk Monitoring

  • Prepare regular exposure and risk reports to support portfolio oversight and advisor review
  • Apply economic and market trends and companyspecific financial data to assist portfolio management team with buying and selling of stocks, bonds, mutual funds, ETFs, and other investment vehicles
  • Reconcile and maintain client investment records, including cost basis adjustments and corporate actions
  • Provide timely updates to the team and management regarding portfolio, account, and reconciliation activities
    • Collaboration & Process Improvements
  • Collaborate with various teams to assist in the development and improvement of portfolio management processes
  • Respond to inquiries and requests from portfolio management and advisors in a timely, professional, and thorough manner
  • Perform other related duties and projects as assigned
    • Qualifications
  • Bachelor’s degree in Finance or related field
  • Active FINRA Series 65 required (or obtain within 90 days of hire)
  • 12 years of experience in the financial services, investments, or portfolio management industries
    • Compensation & Benefits

    The expected base salary range for this position in Richmond, VA is between $66,000 to $76,000 USD annually. This reflects the annual base salary range that GGWM reasonably expects to pay for this position based on a number of factors, which may include relevant job knowledge, skill sets, education, experience, and actual work location of the individual selected for this role.

    Additionally, Godsey & Gibb Wealth Management offers a comprehensive benefits package and discretionary bonus program for eligible roles, paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing with company match, life insurance, education and professional development assistance, health and fitness program, and much more.

    Why Join GGWM?

    At Godsey & Gibb Wealth Management, you’ll join a growing, relationship-driven wealth management firm with more than 40 years of experience, based in Richmond, VA and serving clients nationwide. We are a second-generation, family-led firm that values trust, teamwork, professional development, and exceptional client service. If you enjoy meaningful work, collaboration, and the opportunity to grow with a firm, GGWM offers a strong environment to build a long-term career. Learn more about us by visiting godseyandgibb.com.

    Additional Information

    Work Authorization: Applicants must be legally authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B). Recruiting Agencies: Godsey & Gibb Wealth Management does not accept any unsolicited resumes from third-party recruiters or agencies. Interested applicants are encouraged to apply online at jobs.appone.com/godseyandgibb.

Apply