ZipRecruiter

Log In

1

Wealth Management Jobs in Reston, VA (NOW HIRING)

Curi Capital

Wealth Advisor

Washington, DC · On-site

Five years of relevant experience managing all facets of wealth management - required * Bachelor's degree - required * Experience serving physicians is preferred but not required * Demonstrate strong ...

Truist

Wealth Advisor III

Mclean, VA

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

CAPTRUST

Wealth Financial Advisor

Alexandria, VA · On-site

Once the prospect decides to engage our firm, the relationship is passed to a Wealth Manager. This individual would also spend time speaking at events for prospects. This is the ideal role for a CFP ...

Truist

Wealth Advisor III

Mclean, VA · On-site

Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice ...

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 ...

New

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 ...

New

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

$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 ...

New

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 ...

W3Global Inc.

Wealth Advisor

Mclean, VA

$100K - $250K/yr

The firm emphasizes a disciplined, long-term approach to investment management and portfolio ... The Wealth Advisor serves as the primary relationship manager for assigned client relationships and ...

previous page

Showing results 41-60

All JobsWealth Management JobsWealth Management Jobs in Reston, VA

Wealth Management information

See Reston, VA salary details

$78K

$101.7K

$121.7K

How much do wealth management jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth management in Reston, VA is $101,671.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,000.00 and $113,400.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

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

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What does a wealth management do?

A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs

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 jobs in Reston, VA?

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

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

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

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

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

Wealth Management jobs near you
Infographic showing various Wealth Management 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 $101,671 per year, or $48.9 per hour.

Wealth Advisor

Curi Capital

Washington, DC • On-site

Full-time

Re-posted 26 days ago

Job description

The Role

We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. 

Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.  

Key Responsibilities:

  • Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well-being, which include: 
    • Financial planning and budgeting
    • Holistic balance sheet advisement (including cash and debt)
    • Asset allocation and investments
    • Estate and tax planning
    • Insurance analysis and review 
    • Charitable Strategy
  • Responsible for growing business through business development and referral generation from clients 
  • Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients 
  • Demonstrate a genuine involvement in the local community
  • Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships

Key Skills:

  • Team-oriented, relationship-driven advisor
  • High integrity, honest, respectful individual
  • Curious and coachable disposition
  • Passionate about serving clients
  • Strong ability to foster relationships both externally and internally
  • Demonstrated strong work ethic 
  • Good communicator with superior written and oral communication skills
  • High attention to detail and well organized
  • Strong critical thinking skills to assess clients' financial position and needs or requirements to attain clients' goals and objectives.
  • High standards of professionalism while working with clients and team members

Key Qualifications:

  • Certified Financial Planner (CFP) designation - required
  • Five years of relevant experience managing all facets of wealth management - required
  • Bachelor's degree - required
  • Experience serving physicians is preferred but not required 
  • Demonstrate strong, established client relationships  
  • Experience with financial planning software (MoneyGuide or eMoney)

Apply