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Wealth Manager Jobs in Reston, VA (NOW HIRING)

MAI WEALTH MANAGEMENT, INC.

Wealth Advisor

Ashburn, VA · On-site

$90K - $150K/yr

GENERAL The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through ...

Robert Half

Wealth Advisor

Potomac, MD · On-site

$100K - $130K/yr

... wealth management strategies based on client needs. • Apply knowledge of financial planning, investment products, and tax-aware strategies to deliver well-rounded guidance. • Monitor market ...

United Bank

Fiduciary Wealth Advisor

Washington, DC

The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network ... Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis ...

Aprio

Wealth Advisor

Rockville, MD · On-site +1

$150K - $250K/yr

Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their ...

Wilmington Trust

Wealth Advisor

Falls Church, VA · On-site

$128K - $213K/yr

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ...

United Bank

Fiduciary Wealth Advisor

Washington, DC · On-site

The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network ... Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis ...

United Bank

Fiduciary Wealth Advisor

Washington, DC · On-site

The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network ... Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis ...

United Bank

Fiduciary Wealth Advisor

Bethesda, MD · On-site

The Fiduciary Wealth Advisor's role is to serve as the relationship manager for a diverse network ... Manage client relationships and meet with clients (on and off Bank premises) on a quarterly basis ...

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 ...

M&T Bank

Wealth Advisor

Falls Church, VA

$128K - $213K/yr

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Reston, VA

Wealth Manager information

See Reston, VA salary details

$25.5K

$61.9K

$120.7K

How much do wealth manager jobs pay per year?

As of Jun 16, 2026, the average yearly pay for wealth manager in Reston, VA is $61,927.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,700.00 and $71,300.00 per year, depending on experience, location, and employer.

How do Wealth Managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

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

A wealth manager typically works with clients who have substantial assets, often starting at several hundred thousand dollars. While $200,000 can be a significant amount for financial planning, some advisors may require higher minimum investments or fees, depending on their fee structure and services offered.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary ranging from $80,000 to $150,000, with top earners making over $200,000 depending on experience, client base, and location. Compensation often includes bonuses and commissions based on assets under management and performance.

Can financial advisors make $500,000 a year?

Wealth managers and financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, and strong sales skills. Achieving this level often requires years of experience, professional certifications like the CFP or CFA, and a focus on high-value financial planning and investment management.

What Does a Wealth Manager Do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What exactly does a wealth manager do?

A wealth manager provides financial planning and investment management services to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop personalized strategies, and often coordinate with other professionals like accountants and estate planners. Strong knowledge of financial markets, certifications such as CFP or CFA, and client relationship skills are essential in this role.

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

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
More about Wealth Manager jobs
What are the most commonly searched types of Wealth jobs in Reston, VA? The most popular types of Wealth jobs in Reston, VA are:
What job categories do people searching Wealth Manager jobs in Reston, VA look for? The top searched job categories for Wealth Manager jobs in Reston, VA are:
What cities near Reston, VA are hiring for Wealth Manager jobs? Cities near Reston, VA with the most Wealth Manager job openings:
Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Reston, VA as of June 2026, with employment types broken down into 89% Full Time, and 11% Part Time. Highlights an 88% In-person, and 12% Remote job distribution, with an average salary of $61,927 per year, or $29.8 per hour.
Senior Wealth Manager

Senior Wealth Manager

Leah Yosef International, Inc.

Washington, DC

Other

Posted 3 days ago

Job description

Independent RIA 

Overview  

Dynamic and fast growing $400M+ AUM Independent RIA seeks a seasoned Advisor to inherit relationships and to continue develop his/her own book of business in a collaborative ensemble practice. Fee-based fiduciary culture with significant Firm generated lead flow. 

Highlights 

  • Strong expertise in advising newly independent women, and entrepreneurs looking towards liquidity events 

  • Extensive marketing budget that drives a continuous stream of warm leads and prospects for advisors 

  • Provide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management 

  • In house tax prep and advice capabilities  

  • Clear track towards equity ownership 

  • Member of the Broker Protocol 

Requirements 

  • Track record of business development from an external network 

  • CFP, CDFA, CEP or CEPA 

Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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