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Wealth Management Associate Jobs in Washington (NOW HIRING)

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 ...

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 ...

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 ...

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 ... Associate's Degree, at a minimum * Minimum of 3+ years of experience in an RIA firm or financial ...

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Wealth Management Associate information

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$12

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$37

How much do wealth management associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for wealth management associate in Washington is $22.50, according to ZipRecruiter salary data. Most workers in this role earn between $16.88 and $23.41 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 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 most commonly searched types of Wealth Management jobs in Washington? The most popular types of Wealth Management jobs in Washington are:
What cities in Washington are hiring for Wealth Management Associate jobs? Cities in Washington with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $46,807 per year, or $22.5 per hour.

Investment Management Associate

5 Legal

Washington, DC

Full-time

Re-posted 8 days ago

Job description

A top 50 AmLaw Firm is seeking a junior to mid-level associate to join their Investment Management Group in Chicago, Los Angeles, New York, Washington, San Francisco, Silicon Valley, and Denver office.


Ideal candidates must have a minimum of 1 year experience in investment management transactional work, including inprivate fund formation, and some familiarity with the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Experience representing institutional investors and wealth advisory firms is a plus. Applicants should have excellent academic credentials and strong written and verbal communication skills.


Applicants must currently be licensed, or currently be eligible to become licensed, to practice law in the jurisdiction in which they are applying.