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

Velox Valuations LLC

Velox Appraiser

Washington, DC · On-site

Wealth Planning & Retirement Options * Generous Paid Time Off * Automobile and Phone Allowance ... Supervisor-Trainee Program * UAD 3.6 Ready with Training & Support Our goal is to achieve a ...

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Wealth Management Trainee information

See Reston, VA salary details

$14

$22

$37

How much do wealth management trainee jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for wealth management trainee in Reston, VA is $22.00, according to ZipRecruiter salary data. Most workers in this role earn between $16.01 and $25.24 per hour, depending on experience, location, and employer.

How to become a wealth manager with no experience?

To become a wealth management trainee with no experience, focus on gaining relevant knowledge through finance or business courses, and develop strong interpersonal and analytical skills. Entry-level roles often require a bachelor's degree and may involve obtaining certifications like the Series 7 or Series 66, which can improve job prospects. Internships or assistant positions can provide practical experience and industry exposure.

What are the key skills and qualifications needed to thrive as a Wealth Management Trainee, and why are they important?

To thrive as a Wealth Management Trainee, you need a strong background in finance, economics, or business, often supported by a relevant degree or progress toward certifications like the Series 7 or CFP. Familiarity with financial planning software, CRM systems, and investment analysis tools is typical in this role. Excellent interpersonal skills, active listening, and a client-focused mindset help trainees build trust and deliver tailored financial advice. Mastering these skills is crucial for effectively supporting clients’ financial goals and for progressing within the competitive wealth management industry.

What does a wealth management trainee do?

A wealth management trainee assists financial advisors by conducting research, preparing client reports, and supporting the development of investment strategies. They gain experience in financial planning, client service, and may use tools like CRM software while learning industry regulations and best practices.

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

AspectWealth Management TraineeFinancial Advisor
Required CredentialsTypically pursuing or holding relevant certifications (e.g., CFP, Series 7)Often holds certifications like CFP, Series 7, or Series 66
Work EnvironmentTraining programs within banks, investment firms, or financial institutionsClient-facing roles in banks, independent firms, or financial planning companies
Employer & Industry UsageUsed by firms to develop future advisors; entry-level trainingActive role providing financial advice and planning services to clients

While both roles involve financial knowledge and certifications, a Wealth Management Trainee is primarily in a training phase within a firm, preparing for a future advisory role. A Financial Advisor actively manages client portfolios and provides personalized financial planning. The trainee position is more focused on learning and development, whereas the advisor role involves direct client interaction and decision-making.

What are some common challenges faced by Wealth Management Trainees during their first year, and how can they overcome them?

Wealth Management Trainees often encounter challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, performance-driven environment. Success requires proactive networking, continuous learning, and seeking mentorship from experienced advisors. Trainees can overcome these hurdles by leveraging training resources provided by their firm, actively participating in team meetings, and staying up-to-date with market trends to provide informed guidance to clients.

Is $200,000 enough to work with a financial advisor?

As a Wealth Management Trainee, working with a financial advisor typically involves managing or investing client assets, but the amount of $200,000 is generally considered a moderate investment size. Whether it is sufficient depends on the client's financial goals, the advisor's fee structure, and the services provided; many advisors work with clients who have varying asset levels. Building skills in financial planning and understanding fee models can help determine if this amount aligns with specific advisory services.

What are Wealth Management Trainees?

Wealth Management Trainees are entry-level professionals who are learning the fundamentals of financial planning and investment management under the guidance of experienced advisors. They assist with research, client account management, and administrative tasks while studying to become licensed financial advisors. The role is designed to provide hands-on experience in developing financial strategies, understanding market trends, and building client relationships, eventually preparing trainees for a full advisory position. This career path is ideal for individuals interested in finance, client service, and long-term career growth within the wealth management industry.

What is an entry-level job in wealth management?

An entry-level job in wealth management typically includes roles such as Wealth Management Trainee or Financial Advisor Associate, focusing on supporting senior advisors, learning client management, and gaining industry knowledge. These positions often require strong communication skills, basic financial knowledge, and may involve certifications like the Series 7 or Series 66 exam.
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 Trainee jobs in Reston, VA look for? The top searched job categories for Wealth Management Trainee jobs in Reston, VA are:
What cities near Reston, VA are hiring for Wealth Management Trainee jobs? Cities near Reston, VA with the most Wealth Management Trainee job openings:
Wealth Management Trainee jobs near you
Infographic showing various Wealth Management Trainee job openings in Reston, VA as of June 2026, with employment types broken down into 12% Full Time, and 88% Part Time. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $45,766 per year, or $22 per hour.
Financial Advisor

Financial Advisor

First Command Financial Services, Inc.

Manassas, VA

Full-time, Contractor

Posted 13 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Financial Advisor Jobs at First Command:

Shaping Positive Financial Behaviors since 1958

First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy.  We inspire and motivate clients to take the first or next step on a path to financial security.

3 out of 4 of our Financial Advisors are veterans or military spouses.

Many of our 165+ offices nationwide are located near military installations.

If you’re exploring what’s next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters — and here, it’s a foundation for building a meaningful, long‑term career.

What you’ll do:

    • As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
    • You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
    • You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
    • You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
    • You will coach military families on how to build a comprehensive financial plan that includes: 
    • Savings/banking
    • Investments/wealth management
    • Insurance/risk management

Training and licensing support:

    • First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
    • Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
    • Licensing: You’ll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses—no prior licensing is required.
    • Role Progression: Upon completing licensing, you’ll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
    • Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.  

Becoming an Advisor:

    • Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
    • Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
    • Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
    • Independence: Set your own schedule to manage work-life balance.
    • Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.  

Desired Qualifications:

    • Military experience or affiliation
    • Bachelor’s degree
    • Proven leadership skills

Learn more about First Command:

First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.


Required Skills

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Required Experience

What First Command Financial Services employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

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About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

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