ZipRecruiter

Log In

1

Wealth Manager Jobs in Reston, VA (NOW HIRING)

TIAA

Wealth Advisor

Washington, DC

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...

TIAA

Wealth Advisor

Fairfax, VA · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...

HSBC

Wealth Relationship Manager

Washington, DC · On-site

As a Wealth Relationship Manager, you'll work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. The role focuses on acquiring ...

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 ...

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 ...

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 ...

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 ...

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 ...

previous page

Showing results 41-60

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 Sep 2, 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.

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.

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.

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 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.

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 wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
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 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $61,927 per year, or $29.8 per hour.

Client Relationship Manager - Wealth Management #ESF8646

ExpertHiring

Brentwood, MD • On-site

$55 - $75/hr

Other

Retirement, PTO

Posted 14 days ago

Job description

Client Relationship Manager – Wealth Management #ESF8646

Full time | ExpertHiring | United States

Posted On 08/18/2026

Job Information

Job Opening ID ZR_3620_JOB

$55,000 - $75,000 Annually

Daman.Lyng@experthiring.com

City Brentwood

State/Province Tennessee

37027

Job Description?What’s in it for you?!
  • Build your career with an established wealth management and financial planning firm
  • Develop meaningful, long-term relationships with clients while supporting experienced financial advisors
  • Gain hands-on exposure to investments, financial planning, account servicing, and wealth management operations
  • Take advantage of a defined career path toward either Operations/Administrative Management or Financial Planning/Advisory
  • Work in a professional, collaborative environment where accuracy, client service, and personal accountability are valued
  • Receive competitive compensation with bonus potential, 401(k), profit sharing, PTO, and paid holidays
If that’s you, let’s talk!

Job Type : Full Time

Summary

Seeking a highly organized and client-focused Client Relationship Manager to support its financial advisory practice in Brentwood, Tennessee. This position serves as an important connection between clients and financial advisors, providing high-quality relationship management, administrative support, account servicing, and financial planning coordination. The ideal candidate brings 2–4 years of client service or administrative experience within financial services and understands the importance of accuracy, responsiveness, confidentiality, and proactive follow-through when supporting wealth management clients. This is an excellent opportunity for someone looking to build a long-term career in financial services, with potential advancement toward either Operations/Administrative Management or a Paraplanner and Financial Planner/Advisor career track.

What You’ll Do
  • Serve as a primary point of contact for clients and provide responsive, professional service.
  • Build and maintain strong relationships with clients while supporting their ongoing financial needs.
  • Support financial advisors with daily client service and administrative responsibilities.
  • Assist with opening new investment and financial accounts.
  • Process account maintenance requests and other client service transactions.
  • Coordinate client paperwork and ensure documentation is complete and accurate.
  • Assist with investment-related account activities and financial planning processes.
  • Prepare materials and information for client meetings.
  • Schedule and coordinate client appointments and advisor calendars.
  • Follow up on outstanding client requests, paperwork, and action items.
  • Maintain accurate client information and activity within CRM and internal systems.
  • Support advisors with the preparation and maintenance of financial plans.
  • Maintain organized and compliant client records.
  • Communicate with clients regarding account documentation, service requests, and meeting preparation.
  • Coordinate with internal and external partners to resolve account or service issues.
  • Handle confidential financial and personal information with discretion.
  • Manage multiple priorities while maintaining strong accuracy and attention to detail.
  • Support additional administrative and operational responsibilities as needed.
Experience You’ll Need
  • 2–4 years of administrative and/or client service experience within the financial services industry.
  • Experience working in a financial planning, wealth management, financial advisory, financial consulting, investment, or insurance environment strongly preferred.
  • Bachelor’s degree.
  • Strong client service and relationship-management skills.
  • Experience supporting financial advisors or other financial professionals preferred.
  • Ability to manage client documentation and account-service requests accurately.
  • Strong organizational and time-management abilities.
  • Excellent attention to detail.
  • Excellent written and verbal communication skills.
  • Ability to handle confidential financial information professionally.
  • Ability to independently prioritize multiple responsibilities and deadlines.
  • Advanced proficiency with Microsoft Office.
  • Familiarity with Salesforce CRM or similar client relationship management software.
#J-18808-Ljbffr

Apply