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

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 ...

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 ...

Manage team members across geographies to deliver exceptional client service and results ... Supervision of trainee appraisers * Execute valuation and appraisal assignments (financial ...

Manage team members across geographies to deliver exceptional client service and results ... Supervision of trainee appraisers * Execute valuation and appraisal assignments (financial ...

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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 Aug 17, 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.

What is a wealth management trainee?

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 are the key skills and qualifications needed to thrive as a wealth management trainee?

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 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.

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.

How much does a wealth management trainee make?

A wealth management trainee typically earns between $40,000 and $60,000 annually, depending on the location, firm, and level of experience. Entry-level trainees may start at lower salaries, with potential for bonuses and commissions as they gain skills and certifications such as the Series 7 or 66 exams.

How to get into a wealth management trainee role with no experience?

To enter a wealth management trainee role with no experience, candidates should focus on obtaining relevant certifications such as the Series 7 or Series 66, develop strong interpersonal and analytical skills, and pursue internships or entry-level positions in finance or customer service to build industry knowledge and demonstrate motivation.

What do you do as a wealth management trainee?

A wealth management trainee assists financial advisors by conducting research, preparing client reports, and supporting investment strategies. The role often involves learning about financial planning, client relationship management, and using tools like CRM software, with opportunities to earn relevant certifications during training.

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 are popular job titles related to Wealth Management Trainee jobs in Reston, VA?

For Wealth Management Trainee jobs in Reston, VA, the most frequently searched job titles 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:

Infographic showing various Wealth Management Trainee 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 $45,766 per year, or $22 per hour.

Pediatric Urgent Care Advanced Practice Provider - Up to $10k bonus

PM Pediatrics Management Group

Rockville, MD • On-site

$105K - $170K/yr

Part-time

Re-posted 24 days ago


Job description

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

SummaryThere's nothing more fulfilling than working with likeminded people who truly BELIEVE in what they're doing!
We're committed to bringing world class evidence based pediatric medicine and an exceptional patient experience to the practice of urgent care medicine.
PM Pediatric Care is the largest pediatric urgent care network in the country. The company was founded and is still led by pediatric emergency physicians with a mission to provide a top quality, convenient and accessible alternative to the emergency department for children and young adults. We are academically driven with >50 practice guidelines, CME-accredited lectures/workshops, a national annual conference, and a wealth of available data for research and clinical analytics. We offer a supportive work environment with comprehensive individualized learning programs for pediatric advanced practice providers, including procedural training, radiology interpretation, and evidence-based approach to illness/injury. PM Pediatric Care is set up like an ED but in a private practice setting with x-ray and lab services on site, great support staff, specialty consultations when necessary (i.e., plastic surgery, orthopedics), and high acuity with a diverse case mix. PM Pediatric Care also enjoys a solid relationship with the local communities, maintaining an outstanding reputation with both patients and their primary care providers. The work schedule is flexible with no overnights! A variety of roles are available where you can choose to work anywhere from 12-36 hours per week (PT/FT).Description

PM Pediatric Care is hiring Advanced Practice Providers with pediatric experience to join our team. Under the guidance of the Regional Medical officer, APPs are responsible for evaluating and providing evidence-based treatment to pediatric patients in an urgent care setting.

Job Responsibilities:

  • Assess and treat acute injury and illness for both in-person and telemedicine patients; including but not limited to the management of the febrile infant/child, ear/nose/throat infections, pediatric abdominal pain, anaphylaxis, procedural anxiolysis, respiratory distress, croup, and asthma.
  • Perform procedural care including but not limited to abscess drainage, foreign body removal, and laceration repair with sutures, staples, and dermal adhesive.
  • Take radiographs and provide preliminary interpretation of x-rays with official radiology over-reads (only in applicable states). All necessary training will be provided.
  • Oversee in-person and telemedicine patient flow and daily functions of the office along with oversight of other providers, staff, and trainees on shift.
  • Maintain operations by following policies and procedures; reporting needed changes to the management team.
  • Work in conjunction with the onsite and telemedicine teams to assure completion of daily tasks including but not limited to lab and radiology result review, patient follow-up, and timely responses to patient calls and questions. Maintains safe, secure, equitable, and healthy work environment by following and enforcing safety procedures, quality standards, and complying with legal regulations.
  • Maintain patient confidence and protect operations by keeping patient care information confidential in compliance with HIPAA regulations.
  • Update knowledge and skills through our internal training program, continuing education opportunities, professional publications and participation in professional organizations.
  • Assist the clinical team and patients with complaints and take an active role in service recovery when needed
  • Focus on efficiency metrics to improve in-person and telemedicine urgent care flow, antibiotic stewardship, and patient experience.
Qualifications

PM Pediatric Care seeks dynamic people who are motivated, energetic, and passionate about pediatric healthcare and believe in our mission. At PM Pediatric Care, we provide the highest quality of care in a warm child-friendly environment. Our employees are expected to deliver impeccable customer service and treat all patients as if they are family.

  • Ability to critically think, multitask, and work as part of a multidisciplinary team
  • Excellent computer skills and experience with EMR (eCW experience preferred)
  • Pediatric experience is required; Pediatric ER, Pediatric Hospitalist, or Pediatrics Urgent Care Experience preferred
  • Active ANCC Board Certification
  • Active RN (if applicable) and NP/PA state license for each state where treating patients
  • Master of Science in Nursing or Doctoral degree in Nursing or Master of Physician Assistant Studies required
  • Ability to effectively communicate both verbally and nonverbally

Compensation:

$105,000 - $170,000

The salary/rate range listed here has been provided to comply with local regulations and represents a potential base salary/rate for this role. Please note that actual salaries/rates may vary within this range above or below, depending on experience and location. We look at compensation for each individual and based on experience and qualifications.

EEO Statement

PM Pediatric Care is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, disability status, protected veteran status or any other characteristic protected by law.