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Wealth Management Client Associate Jobs in Reston, VA

UBS

Client Associate

Washington, DC · On-site

Do you want to build a career in marketing and business development within a high-performing wealth management practice? We're looking for a Client Associate to: • Run the team's weekly referral ...

Jobtailor

Wealth Management Associate

Washington, DC · On-site

Build trusted client relationships through regular interactions and a client-first mindset ... Private Wealth Advisors * Client Service Associate * Equities * Bonds * Options * Mutual Funds

UBS

Senior Registered Client Associate

Bethesda, MD · On-site

... Registered Client Associate to: • maintain client information and ongoing due diligence ... About us UBS is a leading and truly global wealth manager and the leading universal bank in ...

UBS

Client Associate

Mclean, VA · On-site

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... truly global wealth manager and the leading universal bank in Switzerland. We also provide ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement ... The person in this role will focus on delivering exceptional service, managing client needs ...

Simplex

Associate Wealth Advisor

Bethesda, MD · On-site

$60K - $100K/yr

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement ... The person in this role will focus on delivering exceptional service, managing client needs ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement ... The person in this role will focus on delivering exceptional service, managing client needs ...

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Wealth Management Client Associate information

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

As of Sep 14, 2026, the average hourly pay for wealth management client associate in Reston, VA is $23.31, according to ZipRecruiter salary data. Most workers in this role earn between $17.74 and $26.01 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 near Reston, VA are hiring for Wealth Management Client Associate jobs?

Cities near Reston, VA 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 Reston, VA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $48,478 per year, or $23.3 per hour.

Wealth Client Management Consultant

Alexandria, VA • On-site

CAPTRUST
Finance and Insurance • 501 - 1,000 employees
Learn more about CAPTRUSTexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 11 hours ago

Job description

Overview
WHO are we looking for?
CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships. The Client Management Consultant uses specialized knowledge and skills, obtained through experience and/or formal training, to assist Financial Advisors in providing excellent client service to individual investors and families. The candidate also recommends solutions to moderately complex problems with extensive contact with Financial Advisors, internal business partners, and operational teams at various custodians. Primary responsibilities may include the following, amongst others.
Responsibilities
  • Builds relationships with Financial Advisors, internal and external business partners, and clients by delivering exceptional proactive service
  • Services existing client relationships (including calling, meeting, corresponding, and addressing requests as well as processing money and asset movements, and trade flow requests) with the highest level of service and prompt follow-up with the client
  • Prepares and provides documentation and materials required for client calls and visits
  • May participate in investment reviews and annual reviews
  • Onboards new client relationships through correspondence, reports, new account paperwork, and advisory agreements
  • Works with Financial Advisors and internal business partners to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner while upholding our CAPTRUST culture
  • Organize and maintain client records in accordance with CAPTRUST, industry, and regulatory compliance
  • Performs other duties and special projects as required, including firm-wide initiatives
  • Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role

Qualifications
Minimum Qualifications:
  • Minimum 5 years of experience working in a Client Service role in the brokerage, investment advisory or financial services environment
  • Completion of a four-year college degree from an accredited college or equivalent work experience

Desired Qualifications/Skills:
  • Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and PDF Editor
  • Ability to navigate spreadsheets
  • Excellent math skills and the ability to quickly grasp financial and investment concepts
  • Positive attitude and a team player
  • Organizational and prioritization skills; ability to manage time-sensitive tasks simultaneously
  • Analytical thinker and problem solver
  • Energized by change and ability to think "outside the box" regarding process improvement
  • Flexibility to handle changing priorities, pressure, and short deadlines
  • Self-motivated; ability to work well independently and with others
  • A high standard of professionalism and notable attention to detail
  • Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills
  • Exceptional written and verbal communication skill

WHAT can you expect from your career at CAPTRUST?
Our colleagues, like our clients, tend to stay with CAPTRUST for years. There's a reason for it; it's a great culture in which to work and grow. We all work together, each of us motivating those around us with our commitment to high standards. At CAPTRUST, expect a fully stocked break room, fun employee events, and a quality team surrounding you with opportunities for personal growth.
Our Employee Benefits Package shows how much we value our team. Some benefits include:
  • Company discretionary bonus
  • Health, dental, and vision coverage, employer 401(k) plan and company match, health savings accounts, flexible spending accounts, and voluntary supplemental plans subject to plan terms
  • Company-paid benefits such as life insurance, short-term disability, and long-term disability, subject to applicable waiting periods.
  • Paid time off (PTO) or Paid Sick Leave (PSL)

WHERE will you be working?
330 John Carlyle Street #400 | Alexandria, Virginia 22314
Due to the nature of the role, this is not a remote or work from home position.
HOW do we build a world class organization one brick at a time?
We make it a priority to hire those who have a commitment to service, a real interest in other people, and a passion to continuously improve. Simply put: the difference at CAPTRUST is the quality of our people and depth of our bench. If you are ready to make your mark, we want to talk to you.
Are you the next brick?
To get it done the CAPTRUST Way, an individual should exhibit the following characteristics:
  • Ability to build successful, collaborative, and trusting relationships
  • Instinctive aptitude for consistently creating accurate, concise, respectful, and easy-to-understand verbal and written communications conveying complex information
  • A strong sense of urgency about getting work done and solving problems to achieve results that benefit our clients and colleagues, even when faced with challenges
  • Inherent desire to give back to our communities and enrich the lives of those around us
  • An other-centered mindset
  • Integrity through maintaining objectivity

EEO/Diversity Statement:
At CAPTRUST, we are committed to building and maintaining a diverse workforce and inclusive work environment where ALL colleagues feel authentically seen, respected, and supported.
It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of sex (including pregnancy, childbirth, or other related medical conditions), gender, race (including hair texture or hairstyles associated with race), religion, color, national origin, ancestry, physical or mental disability, genetic information, age, sexual orientation, gender identity, gender expression, protected veteran status, uniformed service, or any other status protected by federal, state, or local laws. #mid-senior
This position will remain open until filled.

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