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Wealth Management Director Jobs in Reston, VA (NOW HIRING)

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Wealth Management Director information

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$34.9K

$122.4K

$203.8K

How much do wealth management director jobs pay per year?

As of Sep 2, 2026, the average yearly pay for wealth management director in Reston, VA is $122,446.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,400.00 and $163,600.00 per year, depending on experience, location, and employer.

What are some common challenges a wealth management director faces when leading advisory teams?

Wealth Management Directors often encounter challenges balancing client relationship management with team leadership responsibilities. They must ensure their team consistently delivers personalized, high-quality advice while adapting to evolving regulations and market conditions. Additionally, fostering collaboration among advisors with diverse expertise and maintaining motivation during market downturns are common hurdles. Effective communication, ongoing training, and clear goal-setting are essential strategies for overcoming these challenges and supporting both clients and team members.

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

To thrive as a Wealth Management Director, you need deep expertise in financial planning, investment management, and regulatory compliance, typically supported by a bachelor’s or master’s degree in finance and certifications such as CFP or CFA. Mastery of portfolio management software, CRM systems, and financial analysis tools is crucial for daily operations. Exceptional interpersonal skills, leadership, and strategic thinking set outstanding professionals apart in this role. These skills ensure effective client relationship management, regulatory adherence, and the successful growth of both client portfolios and the firm.

What is the difference between Wealth Management Director vs Financial Advisor?

AspectWealth Management DirectorFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentSenior-level, strategic planning, managing teamsClient-facing, personalized financial planning
Employer & Industry UsageBanks, wealth management firms, private banksIndependent, brokerage firms, financial planning firms
Search & Comparison IntentHigh-level management, strategic rolesClient service, financial planning

The Wealth Management Director typically holds senior certifications and oversees strategic client portfolios, managing teams and operations. In contrast, Financial Advisors focus on direct client relationships, providing personalized financial advice. While both roles require similar credentials, the Director's role is more strategic and managerial, often within larger institutions, whereas Financial Advisors are more client-centric and operational.

What are the most commonly searched types of Wealth Management jobs in Reston, VA?

The most popular types of Wealth Management jobs in Reston, VA are:

What job categories do people searching Wealth Management Director jobs in Reston, VA look for?

The top searched job categories for Wealth Management Director jobs in Reston, VA are:

What cities near Reston, VA are hiring for Wealth Management Director jobs?

Cities near Reston, VA with the most Wealth Management Director job openings:

Wealth Management Director jobs near you
Infographic showing various Wealth Management Director 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 $122,446 per year, or $58.9 per hour.

Wealth Management Associate - Planning

Cassaday & Company

Mclean, VA • Hybrid

$65K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 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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