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Wealth Management Associate Jobs in Washington (NOW HIRING)

Modera Wealth Management

Client Service Specialist

Mclean, VA · On-site

$17.50 - $23/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 ...

Bank of America

MWM Market Executive

Washington, DC · On-site

$225 - $300/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

Modera Wealth Management

Client Service Specialist

Mclean, VA · Hybrid

$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 ...

NFP Corp

Associate, Advisor

Reston, VA · On-site

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

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How much do wealth management associate jobs pay per hour?

As of Aug 12, 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.

Client Service Specialist

Modera Wealth Management

Mclean, VA • On-site

$17.50 - $23/hr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Job description

Why work at Modera Wealth?
Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.
Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.
Job Overview:
We are looking for a Client Service Specialist in McLean, VA to support the office's advisors and their clients, while also performing general administrative tasks as needed.
Responsibilities:
  • Provide comprehensive client service for the firm's clients and support for advisors. This includes corresponding with clients (electronically and verbally), opening accounts), facilitating asset transfers, processing money movements, drafting letters of instruction, liaising with custodians, accountants, and other professionals, etc.
  • Responsible for the accuracy and timeliness of work, including documenting, completing, and tracking completion of client related tasks and properly updating system software with client and other related information
  • Initiate workflow processes and ensure that checklists are generated and completed for meetings. This includes onboardings, comprehensive reviews, discovery meetings, terminations, etc.
  • Prepare for client meetings. This includes generating reports and any other documents advisors may need for their meeting. May attend client meetings in a technical, supporting or learning role
  • Monitor client account activity, research and resolve issues, and follow-through to ensure client's needs are met
  • Update and maintain Service Team training guides as necessary
  • Organize, scan, and maintain all client paperwork
  • Assist in greeting clients and visitors, screening and transferring calls, and scheduling meetings
  • Multi-task, organize, and complete all other projects as assigned by management, prioritize projects, client needs, and office procedures
  • Consistently maintain a high standard of customer service
  • Preserve client confidentiality
  • Additional projects and duties as needed
What are we looking for?
We want a team player who can leverage the strength of the firm to deliver outstanding results and solutions. We are looking for people who embody Modera's core values:
  • Confident Humility - a quintessential team player, willing to do whatever it takes to get the job done, with pragmatic optimism
  • Contagious Growth Mindset - a continuous learner with intellectual curiosity who strives for excellence and inspires others
  • Trusted Relationships - supportive and authentic with mutual respect for colleagues
Qualifications:
  • Associate's Degree, at a minimum
  • Minimum of 3+ years of experience in an RIA firm or financial services field
  • Intermediate finance and custodian knowledge
  • Strong sense of professionalism and discretion required
Skills and Competencies:
  • Proven analytical and problem-solving skills
  • Working knowledge of planning strategies and solutions
  • Highly proficient in financial planning software and computer software, including the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Actively engages as a team member
  • Adaptability and flexibility
  • Client first attitude
Benefits:
  • Competitive based salary
  • Performance based bonus
  • Safe Harbor 401(k) plan
  • Medical, Dental, Vision, and more
  • Generous PTO and leave policies
  • Opportunities for professional growth and continuing education
  • Partial remote work

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.
No phone calls. All inquiries will be held in the strictest confidence. For more information about the firm, please visit www.ModeraWealth.com.
Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm's business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.

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