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Wealth Reviews Jobs in Reston, VA (NOW HIRING)

Curi Capital

Wealth Advisor

Washington, DC

In this role, you will offer comprehensive wealth planning advice to established clients while ... Insurance analysis and review * Charitable Strategy * Responsible for growing business through ...

W3Global Inc.

Wealth Advisor

Mclean, VA · On-site

$100K - $250K/yr

The Wealth Advisor serves as the primary relationship manager for assigned client relationships and ... Conduct regular client review meetings and proactively identify planning opportunities.

TIAA

Wealth Advisor

Washington, DC

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Reviews client information, including financial statements, risk investment profile and cash ...

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 ... Reviews client information, including financial statements, risk investment profile and cash ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... Conduct annual review meetings and other client meetings as needed to ensure clients remain aligned ...

Advisor Group

Wealth Manager

Merrifield, VA · On-site

$100 - $110/hr

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... Conduct annual review meetings and other client meetings as needed to ensure clients remain aligned ...

New

Osaic

Wealth Manager

Falls Church, VA · Hybrid

Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 ... Conduct annual review meetings and other client meetings as needed to ensure clients remain aligned ...

Truist

Wealth Advisor III

Mclean, VA

English (Required) Work Shift: 1st shift (United States of America) Please review the following Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.

Truist

Wealth Advisor III

Mclean, VA · On-site

English (Required) Work Shift: 1st shift (United States of America) Please review the following Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.

Acorn Financial Services

Lead Wealth Advisor

Reston, VA · On-site

$85 - $135/hr

You know real wealth management businesses are not built on chasing market trends; they are built ... Conduct regular, rigorous performance reviews, discussing market conditions, rebalancing needs, and ...

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Wealth Reviews information

See Reston, VA salary details

$78K

$101.7K

$121.7K

How much do wealth reviews jobs pay per year?

As of Sep 2, 2026, the average yearly pay for wealth reviews 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 are wealth reviews?

Wealth Reviews are comprehensive assessments of a client's financial situation, typically conducted by financial advisors or wealth managers. These reviews evaluate assets, liabilities, income, expenses, and investment portfolios to ensure that financial strategies align with the client’s goals. The process often includes analyzing risk tolerance, estate planning, tax considerations, and retirement planning. Wealth Reviews help clients optimize their financial plans and make informed decisions about their future. Regular reviews are recommended to adapt to changing life circumstances and market conditions.

What are common challenges faced by professionals in wealth reviews, and how can they be managed effectively?

Professionals in Wealth Reviews often encounter challenges such as staying updated with evolving regulatory requirements, managing complex client portfolios, and balancing thorough due diligence with timely service delivery. Effective management involves ongoing training, leveraging compliance resources, and using robust digital tools to streamline documentation and analysis. Strong communication with both clients and internal teams is also crucial to ensure accuracy and build trust throughout the review process.

What are the key skills and qualifications needed to thrive as a wealth review analyst, and why are they important?

To thrive as a Wealth Review Analyst, you need a solid background in finance, investment analysis, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with financial planning software, portfolio management systems, and customer relationship management (CRM) tools is typically required. Strong analytical thinking, attention to detail, and effective communication skills set top performers apart in this role. These capabilities ensure accurate assessments, tailored financial recommendations, and trust-building with clients, which are critical for client satisfaction and regulatory adherence.

What is the difference between Wealth Reviews vs Financial Advisor?

AspectWealth ReviewsFinancial Advisor
CredentialsMay include certifications like CFP, CFA, or industry-specific reviewsTypically requires CFP, CFA, or similar financial planning certifications
Work EnvironmentOnline platforms, review sites, or consulting firmsClient offices, banks, or independent practices
Employer & Industry UsageUsed by consumers to evaluate financial servicesHired by clients for personalized financial planning
Search & Comparison IntentResearching reputation and service quality of financial professionalsSeeking personalized financial advice and planning

Wealth Reviews primarily focus on evaluating and comparing financial professionals or firms based on client feedback and service quality. Financial Advisors, on the other hand, provide personalized financial planning and investment advice directly to clients. While both are related to financial services, Wealth Reviews help consumers make informed decisions about which Financial Advisor to choose.

What are popular job titles related to Wealth Reviews jobs in Reston, VA?

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

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

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

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

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

Wealth Reviews jobs near you

Wealth Advisor

Curi Capital

Washington, DC

Full-time

Re-posted 7 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)

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