ZipRecruiter

Log In

1

Wealth Management Client Associate Jobs in Virginia

W3Global Inc.

Client Service Associate

Roanoke, VA

$80K - $110K/yr

Client Service Associate About the Opportunity Our client is an established, independent wealth ... The firm provides comprehensive wealth management solutions by integrating financial planning ...

Osaic

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

Provide guidance on client relationship management, financial planning strategies, and business ... CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management ...

Advisor Group

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

Provide guidance on client relationship management, financial planning strategies, and business ... CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

Provide guidance on client relationship management, financial planning strategies, and business ... CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management ...

W3Global Inc.

Wealth Advisor

Mclean, VA

$100K - $250K/yr

The Wealth Advisor serves as the primary relationship manager for assigned client relationships and ... Review planning analyses and recommendations prepared by associates. * Participate in business ...

previous page

Showing results 41-60

All JobsWealth Management Client Associate JobsWealth Management Client Associate Jobs in Virginia

Wealth Management Client Associate information

See Virginia salary details

$10

$22

$40

How much do wealth management client associate jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for wealth management client associate in Virginia is $22.21, according to ZipRecruiter salary data. Most workers in this role earn between $16.92 and $24.81 per hour, depending on experience, location, and employer.

What is a wealth management client associate?

Wealth Management Client Associates are professionals who support financial advisors and wealth managers in providing services to clients. Their responsibilities typically include handling account administration, preparing client reports, responding to client inquiries, and assisting with transactions. They play a crucial role in ensuring smooth communication between clients and the advisory team, helping to deliver a high level of client service. Client Associates are often the first point of contact for clients and help facilitate the day-to-day operations within a wealth management firm.

How does a wealth management client associate collaborate with financial advisors and clients on a daily basis?

Wealth Management Client Associates play a key role in supporting financial advisors by preparing client reports, managing account documentation, and responding to client inquiries. They often act as the first point of contact for clients, ensuring their needs are addressed promptly and professionally. Daily, they collaborate closely with advisors to coordinate meetings, track client portfolios, and facilitate communication between clients and the broader wealth management team. This teamwork helps ensure a high level of client satisfaction and smooth workflow within the office.

What are the key skills and qualifications needed to thrive as a wealth management client associate, and why are they important?

To thrive as a Wealth Management Client Associate, you need a solid understanding of financial products, investment principles, and client service, typically supported by a bachelor’s degree in finance or a related field. Familiarity with CRM platforms, portfolio management tools, and, in some cases, securities licenses such as the Series 7 and 66 are commonly required. Superior organizational skills, attention to detail, and strong interpersonal communication help build trust and ensure seamless client interactions. These capabilities are crucial for supporting financial advisors, maintaining regulatory compliance, and delivering an exceptional client experience in a competitive environment.

What is the difference between Wealth Management Client Associate vs Financial Advisor?

AspectWealth Management Client AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7/66, CFP certification often preferredRequires Series 7/66, CFP or other certifications depending on services offered
Work EnvironmentSupports financial advisors, works in banks, investment firms, or private banksProvides personalized financial planning and investment advice directly to clients
Employer & IndustryFinancial institutions, wealth management firms, private banksIndependent or firm-affiliated financial planning and investment firms

The Wealth Management Client Associate primarily supports financial advisors by handling client service and administrative tasks, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require similar certifications and often work within the same industry environments, but their responsibilities differ in client interaction and advisory duties.

What cities in Virginia are hiring for Wealth Management Client Associate jobs?

Cities in Virginia with the most Wealth Management Client Associate job openings:

Wealth Management Client Associate jobs near you
Infographic showing various Wealth Management Client Associate job openings in Virginia as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 93% In-person, and 7% Remote job distribution, with an average salary of $46,198 per year, or $22.2 per hour.

Financial Services Client Associate

LD&B Insurance Services

Waynesboro, VA • On-site

$21.61 - $25.69/hr

Full-time

Re-posted yesterday

Job description

Layman Diener Borntrager Insurance Agency - Client Associate (Registered Client Associate preferred)

*Registered Client Associate preferred

The Client Associate is a professional who provides support to the Financial Services Division. The individual in this position will provide client service, assist with marketing initiatives, and be knowledgeable and proficient with related computer software. The Client Associate provides operational assistance through account processing and monitoring, practice management (organizes Financial Services team logistics, maintains contact management information systems, and complies with firm policies and industry standards) and special projects. As a representative of the organization, the Client Associate aligns personally with the organization’s values as reflected in the LD&B BLUEprint and models these values daily.

Essential Duties & Responsibilities:
  • Provide support for the Financial Services Division by assisting with client account opening, onboarding, and service.
  • Collaborate with the marketing department to develop division specific materials. 
  • Review and maintain operating processes to ensure efficient workflows while adhering to firm policies and industry standards. 
  • Perform detailed data entry, generate reports and output data for various purposes, and maintain proficiency and mastery across all financial services platforms. 
  • Cultivate professional relationships with clients by providing high-quality client experience.
  • Demonstrate regular and reliable attendance.
  • Maintain a strong work ethic with a total commitment to success and consistently demonstrate our BLUEprint values every day.
  • Other duties as assigned by management.

Requirements:

Education, Requirements, Qualifications & Skills:
  • High school diploma or equivalent required. Additional college courses and/or office environment experience preferred. 
  • Ability to obtain current appropriate licenses, certifications, or credentials necessary and applicable to the division, including maintenance of same. 
  • Adherence to compliance requirements of the regulatory bodies, broker-dealer and firm for non-registered persons. 
  • Excellent communication and interpersonal skills to effectively engage with clients and provide exceptional service.
  • Strong organizational and time management skills to handle multiple tasks and prioritize effectively.
  • Must be a self-starter and capable of completing tasks with little or no supervision.
  • Knowledge of insurance regulations and compliance requirements.
  • Ability to understand and adhere to all requirements related to information security, privacy and confidentiality always.

Physical Requirements:
  • Must be physically able to work a minimum of 38 hours per week in the office.
  • Must be able to sit for long periods of time, which may include extensive use of personal computers and associated software.
  • Must possess the ability to hear, see, and speak.
  • Must be able to stand, sit, walk, use repetitive small motor activity, use hands and fingers, and reach with hands and arms, stoop, and kneel.
  • Occasionally required to lift and carry up to 20 pounds.
  • Perform with a high-energy level and ability to handle stress-related situations daily.
  • Must have a valid state issued driver’s license and have the ability to operate a vehicle.
  • Must be able to drive and travel unaccompanied in diverse weather conditions.