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Wealth Manager Jobs in Reston, VA (NOW HIRING)

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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 Aug 9, 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.

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.

Is wealth management a high paying career?

Wealth management is generally 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 top firms can earn six-figure incomes or higher.

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 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 August 2026, with employment types broken down into 82% Full Time, 17% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $61,927 per year, or $29.8 per hour.

Senior Wealth Advisor - The Baldwin Group Financial Services

Baldwin

Bethesda, MD • Hybrid

$100K/yr

Full-time

Medical, Life, Retirement

Re-posted 8 days ago

Job description

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
Due to our continued growth, the Wealth Management division currently has an opening for a Senior Wealth Advisor. As a Senior Wealth Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. You'll collaborate across practices to protect assets, optimize incomes, and help clients achieve longterm financial outcomes.

PRIMARY RESPONSIBILITIES:

  • Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio.

  • Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin's holistic asset protection platform for efficient client acquisition and closing.

  • Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, taxaware strategies, and estate considerations to protect clients' assets and incomes.

  • Construct and maintain portfolios aligned to client goals, risk profiles, and time horizons, coordinating with internal specialists in wealth, retirement, and insurance.

  • Engage clients through consistent review cycles, performance reporting, and lifeevent planning to sustain trust and drive retention.

  • Collaborate across regions and practices to identify crossselling opportunities and deliver integrated solutions under the unified Baldwin brand.

  • Adhere to fiduciary standards, compliance policies, and documentation requirements while maintaining a hightouch client experience.

KNOWLEDGE, SKILLS & ABILITIES

  • Proficient with MS Office - Word, Excel, PowerPoint, Outlook.

  • Exceptional communication skills, outgoing personality, and a drive for sales and business development.

  • Advanced understanding of investment analytics, retirement plans and relevant financial software platforms.

EDUCATION & EXPERIENCE:

  • Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education.

  • Bachelor's degree in Finance, Business, Economics,Accountingor a related field preferred.

  • Advanced industry designations such as AIF, CFP, CPFA, CEBS, C(k)P or similar are strongly preferred.

  • Possesses a state Life & Health Insurance License or is willing to obtain within 90 days of hire.

  • Minimum of 5 years' experience as a Financial Advisor, Retirement Plan Advisor, or in a closely related institutional retirement role, with a proven focus on employersponsored plans.

  • Proven track record in sales, business development, and client retention within the group retirement or institutional market.

Other:

Ability to work in a fast-paced environment, multi-task and adapt. Occasional travel may be required.

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

Compensation starts at $100,000+ annually and is negotiable at time of hire.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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