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Wealth Management Associate Jobs in Virginia (NOW HIRING)

114 Private Wealth

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Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

Our practice provides comprehensive wealth management and financial planning through a ... Position Overview The Wealth Associate will work closely with our Wealth Advisors, Wealth ...

114 Private Wealth

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Wealth Associate

Alexandria, VA · On-site

$65K - $100K/yr

Our practice provides comprehensive wealth management and financial planning through a ... Position Overview The Wealth Associate will work closely with our Wealth Advisors, Wealth ...

114 Private Wealth

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Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

Our practice provides comprehensive wealth management and financial planning through a ... We are seeking an experienced Senior Registered Wealth Associate to join our growing practice. This ...

114 Private Wealth

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Senior Registered Wealth Associate

Alexandria, VA · On-site

$100K - $185K/yr

Our practice provides comprehensive wealth management and financial planning through a ... We are seeking an experienced Senior Registered Wealth Associate to join our growing practice. This ...

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How much do wealth management associate jobs pay per hour?

As of Aug 31, 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 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?

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.

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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

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 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
Infographic showing various Wealth Management Associate job openings in Virginia as of August 2026, with employment types broken down into 100% Full Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $40,972 per year, or $19.7 per hour.

Wealth Management Associate - Planning

Cassaday & Company

Mclean, VA • Hybrid

$65K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 6 days ago

Job description

POSITION SUMMARY 

 
 

The Financial Planning Analyst provides analytical and administrative support to the Financial Planning team, helping advisors deliver exceptional service to clients and prospective clients. This role is responsible for coordinating schedules, preparing meeting materials, managing communications, and supporting the day-to-day operations that keep the planning process running efficiently. 

You will report directly to the Director of Financial Planning and have regular interaction with senior executives, department heads, financial planners, clients, prospective clients, and staff. 

RESPONSIBILITIES 

The responsibilities of the position include a cross section of Operations and Financial Planning including, but not limited to: 

  • Serve asliaisonbetween financial advisors and their established/prospective clients,respondingto their needs ina timelyand professional manner. 

  • Schedule and coordinateclient andprospectmeetings as requested. 

  • Confirm allclient andprospectappointments forfinancial advisors. 

  • Prepare meeting agendas for existing client review meetings. 

  • Prepare and print all materialsneeded in client review meetings. 

  • Maintain client account records by ensuring all documents are scanned and filed. 

  • Answer incoming phone calls for the firmas needed. 

  • Assistfinancialadvisorswith calendar maintenance. 

  • Assistfinancial advisorsmanageemail trafficas requested. 

  • Provide cross-coverageassistancewithin the Financial Planningdepartment. 

  • Assist the Director of Financial Planning with projects and tasks as requested. 

REQUIREMENTS 

  • Bachelor’s Degree in Finance, and/or 2 successfulinternships in the wealth management industry 

  • Must obtain SIE, Series 7, Series 66 and VA Life/Health licenses withinthe first120 daysofemployment.

  • Strong work ethic, client service orientation, job commitment, initiative, organizationalskillsand attention to detail. 

  • Ability to work with all levels of management andanticipatesupport requirements 

  • Proficiencywith Word, Excel, and Outlook. 

  • Excellent verbal and written communication skills. 

  • Ability to exercise independent judgment with minimal supervision andmaintaina high degree of confidentialityregardingorganization and personal matters 

Location: This position is based in our McLean, VA office and offers a hybrid work schedule upon successful completion of the introductory period.

Compensation: The anticipated salary range for this position is $65,000–$70,000 annually, commensurate with experience.

ABOUT US

Cassaday & Company manages approximately $8.4 billion in assets for approximately 3,300 households.

Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron's, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

BENEFITS

  • Healthcare options: including medical, dental, vision, and supplemental
    • Majority of premiums paid for by the firm
  • 401(k) options
  • Paid time off
  • Hybrid work option
  • Health & Wellness Program, including paid gym membership and ongoing employee wellness events
  • Paid parking in covered garage, or monthly public transit subsidy
  • Tax-free Dependent Care Assistance
  • Education & Tuition Assistance and Mentorship programs
  • Company-sponsored employee appreciation events
Employment Type: FULL_TIME

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