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Wealth Services Manager Jobs in Springfield, VA (NOW HIRING)

Advisor Group

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

Current Employees and Contractors Apply Here Osaic Careers Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 Fairview Park Dr. Suite 230, Falls Church ...

Osaic

Wealth Manager

Falls Church, VA · Hybrid

$100K - $110K/yr

Current Employees and Contractors Apply HereOsaic Careers Wealth Management Opportunity in Financial Services CW Advisors - Wealth Manager Location(s): 3120 Fairview Park Dr. Suite 230, Falls Church ...

Truist

Wealth Advisor III

Mclean, VA

... level client service and through delivery of the full suite of Truist Wealth solutions ... Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works ...

Truist

Wealth Advisor III

Mclean, VA · On-site

... level client service and through delivery of the full suite of Truist Wealth solutions ... Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works ...

W3Global Inc.

Wealth Advisor

Mclean, VA

$100K - $250K/yr

Minimum of five years of experience in wealth management, financial planning, or investment advisory services. * Experience leading client meetings and managing ongoing client relationships. * Strong ...

TIAA

Wealth Advisor

Washington, DC · On-site

$80K - $95K/yr

... Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date ... 2026-09-30 Base Pay Range: $80,000/yr - $95,000/yr Actual base salary may vary based upon, but not ...

TIAA

Wealth Advisor

Fairfax, VA · On-site

$80K - $95K/yr

... Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date ... 2026-09-30 Base Pay Range: $80,000/yr - $95,000/yr Actual base salary may vary based upon, but not ...

HSBC

Wealth Relationship Manager

Washington, DC · On-site

$90 - $130/hr

The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients. Professionalism clients focus and ...

Curi Capital

Wealth Advisor

Washington, DC · On-site

$120K - $200K/yr

Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core ... Five years of relevant experience managing all facets of wealth management - required * Bachelor ...

PNC

Wealth Advisor - PNC Wealth Management

Washington, DC · On-site

$63K - $127K/yr

We encourage candidates to connect with their recruiter and hiring manager to understand workplace ... Owns the client experience, efficiently handling sales and service, identifying sales and/or ...

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 ... We make it a priority to hire those who have a commitment to service, a real interest in other ...

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

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All JobsWealth Services JobsWealth Services Manager JobsWealth Services Manager Jobs in Springfield, VA

Wealth Services Manager information

See Springfield, VA salary details

$36.6K

$73.5K

$133.2K

How much do wealth services manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for wealth services manager in Springfield, VA is $73,461.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,200.00 and $86,700.00 per year, depending on experience, location, and employer.

What is a wealth services manager?

A Wealth Services Manager is a financial professional who provides personalized financial advice and services to high-net-worth individuals, families, or businesses. They help clients manage their wealth by offering guidance on investments, estate planning, tax strategies, and other financial matters. Wealth Services Managers often work for banks, investment firms, or private wealth management companies, and their goal is to help clients grow, protect, and transfer their assets efficiently. They also coordinate with other specialists, such as tax advisors and estate planners, to create comprehensive financial plans.

What are the key skills and qualifications needed to thrive as a wealth services manager?

To thrive as a Wealth Services Manager, you need strong financial acumen, investment knowledge, and typically a bachelor's degree in finance or related field, often supplemented by certifications like CFP or CFA. Familiarity with wealth management platforms, portfolio analysis tools, and CRM systems is essential for client and account management. Outstanding relationship-building, communication, and problem-solving skills set top performers apart in managing high-net-worth clients. These skills and qualifications are crucial for delivering tailored financial solutions, maintaining client trust, and achieving organizational growth in a competitive market.

How does a wealth services manager typically collaborate with financial advisors and other professionals to serve clients?

Wealth Services Managers work closely with financial advisors, tax professionals, and legal experts to provide comprehensive financial solutions for clients. This collaboration ensures that clients receive tailored advice that addresses investment strategies, estate planning, tax optimization, and risk management. Regular team meetings and case discussions are common, allowing the Wealth Services Manager to coordinate efforts, monitor progress, and adjust strategies as client needs evolve. Effective communication and relationship-building skills are crucial for success in this collaborative environment.

What is the difference between Wealth Services Manager vs Financial Advisor?

AspectWealth Services ManagerFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, ChFC, or similar certifications typically required
Work EnvironmentFinancial institutions, private banks, wealth management firmsIndependent practice, banks, or advisory firms
Primary FocusOverseeing client portfolios, managing wealth strategiesProviding personalized financial planning and investment advice
Client InteractionHigh-level relationship management, often with high-net-worth clientsDirect client advising, financial planning, and investment recommendations

The main difference is that Wealth Services Managers focus on overseeing and coordinating wealth management services within institutions, while Financial Advisors directly provide personalized financial planning and investment advice to clients. Both roles require relevant certifications and serve high-net-worth individuals, but their day-to-day responsibilities and work environments differ.

What job categories do people searching Wealth Services Manager jobs in Springfield, VA look for?

The top searched job categories for Wealth Services Manager jobs in Springfield, VA are:

What cities near Springfield, VA are hiring for Wealth Services Manager jobs?

Cities near Springfield, VA with the most Wealth Services Manager job openings:

Wealth Services Manager jobs near you

Wealth Manager

Advisor Group

Falls Church, VA • On-site

$100K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 11 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
Wealth Management Opportunity in Financial Services
CW Advisors - Wealth Manager
Location(s):
3120 Fairview Park Dr. Suite 230, Falls Church, VA 22042
CW Advisors has returned to the office on a hybrid schedule requiring a minimum of 2 - 3 days weekly in the office. Applicants located must be willing to work this schedule.
CW Advisors & Osaic are not considering remote candidates at this time.
Role Type: Full time
Salary: $100,000 - $110,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of our total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
The Wealth Manager at CW Advisors serves as the primary relationship lead for client households, delivering comprehensive wealth management advice and overseeing the financial planning process. This role is responsible for cultivating and maintaining deep client relationships, mentoring Financial Advisors, identifying business development opportunities, and driving growth through networking and Centers of Influence (COI) relationships. As a senior client-facing advisor, the Wealth Manager leads financial planning engagements, manages transitioned client relationships, and partners with advisory teams to deliver exceptional client experiences and personalized wealth management solutions.
Responsibilities:
  • Serve as the lead advisor and primary point of contact for assigned client relationships.
  • Build, deepen, and maintain trusted client relationships through proactive engagement and ongoing advice.
  • Conduct annual review meetings and other client meetings as needed to ensure clients remain aligned with their financial goals.
  • Take ownership of client follow-up activities, recommendations, and implementation efforts.
  • Deliver a high-quality client experience that strengthens retention and client satisfaction.
  • Partner with advisory team members to ensure planning deliverables are timely, accurate, and aligned with client objectives.
  • Serve as a mentor and resource for Financial Advisors and other advisory staff.
  • Provide guidance on client relationship management, financial planning strategies, and business development activities.
  • Support the professional development of advisory team members through coaching and knowledge sharing.
  • Collaborate with Lead Advisors and Client Service teams to ensure consistent delivery of advisory services.
  • Develop and maintain long-term advisory relationships with transitioned clients.
  • Operate with a high level of autonomy while leveraging support resources when appropriate.
  • Develop and execute a personal business development strategy.
  • Build and maintain a network of Centers of Influence (COIs), including attorneys, CPAs, business consultants, and other professionals.
  • Actively pursue new client acquisition opportunities through referrals, networking, community involvement, and professional relationships.
  • Develop expertise within a networking focus area (digital networking, professional organizations, community engagement, etc.).
  • Explore and implement new business development avenues aligned with individual strengths and market opportunities.
  • Attract, onboard, and retain new client relationships that contribute to the firm's growth objectives.
  • All other duties as assigned.

Education Requirements:
Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field required.
Basic Requirements:
  • Bachelor's degree in Finance, Financial Planning, Business, Economics, or related field.
  • 5+ years of experience in wealth management, financial planning, or investment advisory services.
  • Experience managing client relationships and delivering comprehensive financial planning advice.
  • Strong interpersonal, presentation, and relationship management skills.
  • Knowledge of investment management, retirement planning, tax planning, estate planning, and risk management concepts.
  • Demonstrated ability to develop and maintain professional relationships.
  • Proficiency with financial planning software and CRM systems.

Preferred Requirements:
  • CFP® designation required or actively pursuing.
  • Additional industry credentials such as CFA®, CPA, or CIMA® preferred.
  • Experience using eMoney or similar financial planning platforms.
  • Prior mentoring or leadership experience within an advisory practice.
  • Proven business development and client acquisition success.

CW Advisors (formerly Congress Wealth Management LLC) is an SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments.
Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

Social media

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