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Wealth Jobs in Virginia (NOW HIRING)

W3Global Inc.

Wealth Advisor

Mclean, VA

$100K - $250K/yr

The Wealth Advisor serves as the primary relationship manager for assigned client relationships and prospective clients. They will meet with clients regularly to understand their goals, assess their ...

Osaic

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

Advisor Group

Wealth Manager

Falls Church, VA · On-site

$100K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

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

  • Medical

  • Dental

  • Vision

  • Retirement

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 ...

Cresset Capital

WEALTH PLANNER

Reston, VA · On-site

$56K - $77K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success. We provide access to the caliber of talent ...

Cresset Capital

WEALTH PLANNER

Reston, VA

$56K - $77K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Our purpose is to help ensure that both wealth and life are fully optimized--integrated, intentional, and aligned with each client's vision of success. We provide access to the caliber of talent ...

CAPTRUST

Wealth Client Management Consultant

Alexandria, VA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Wealth Client Management Consultant CAPTRUST is seeking a Wealth Client Management Consultant who will work with one to several financial advisors to service and retain wealth client relationships.

CAPTRUST

Wealth Financial Advisor

Alexandria, VA

  • Medical

  • Retirement

CAPTRUST is seeking a CFP Wealth Advisor who will meet with our qualified prospects, determine goals and objectives, build a financial plan, and then communicate initial recommendations. Once the ...

New

PNC Bank

Wealth Advisor - PNC Wealth Management

Norfolk, VA

$63K - $106K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work ...

PNC

Wealth Advisor - PNC Wealth Management

Norfolk, VA

$63K - $106K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our ...

Deloitte

Tax Manager - Private Wealth

Rosslyn, VA

$126K - $165K/yr

The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and ...

Deloitte

Tax Manager - Private Wealth

Richmond, VA

$109K - $144K/yr

The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and ...

Deloitte

Tax Manager - Private Wealth

Mclean, VA

$112K - $147K/yr

The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and ...

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Showing results 21-40

All JobsWealth JobsWealth Jobs in Virginia

Wealth information

See Virginia salary details

$46.6K

$102.2K

$147.2K

How much do wealth jobs pay per year?

As of Aug 20, 2026, the average yearly pay for wealth in Virginia is $102,196.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,800.00 and $122,400.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial services to individuals, families, or businesses with significant assets. They help clients manage, grow, and protect their wealth through investment advice, financial planning, tax strategies, estate planning, and retirement planning. Wealth managers often develop personalized strategies to meet each client's unique goals and needs, coordinating with other professionals such as accountants and attorneys as necessary. Their services are typically tailored for high-net-worth individuals seeking holistic financial guidance.

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

To thrive as a Wealth Manager, you need expertise in financial planning, investment strategies, and a strong understanding of economic markets, often backed by degrees in finance or economics and relevant certifications like CFP or CFA. Proficiency with portfolio management software, financial modeling tools, and CRM systems is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills are crucial for developing tailored financial strategies that protect and grow clients' wealth while maintaining high levels of client satisfaction.

What are some of the common challenges faced by wealth managers when working with clients?

Wealth managers often face challenges such as navigating complex financial regulations, staying updated on market trends, and managing diverse client expectations. Building trust and maintaining long-term relationships with clients requires clear communication and tailored strategies that align with each client's financial goals. Additionally, wealth managers must work closely with other professionals such as tax advisors, estate planners, and investment analysts to deliver comprehensive financial solutions.

What is the difference between Wealth vs Financial Advisor?

AspectWealthFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFATypically CFP, Series 7, Series 66
Work EnvironmentPrivate firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageBroad; includes wealth management, investment, estate planningSpecific; focused on client financial planning and investments
Search/Comparison IntentUnderstanding roles in wealth managementSeeking financial planning services or career info

Wealth professionals often encompass a broad range of services including investment management, estate planning, and financial advising. Financial Advisors are a specific subset focused on providing personalized financial planning and investment advice. While both roles aim to grow and protect client assets, Wealth professionals may have a wider scope, whereas Financial Advisors typically focus on client-specific financial plans.

What are the most commonly searched types of Wealth jobs in Virginia?

The most popular types of Wealth jobs in Virginia are:

What cities in Virginia are hiring for Wealth jobs?

Cities in Virginia with the most Wealth job openings:

Wealth jobs near you
Infographic showing various Wealth job openings in Virginia as of August 2026, with employment types broken down into 64% Full Time, 35% Part Time, and 1% Contract. Highlights an 90% Physical, 5% Hybrid, and 5% Remote job distribution, with an average salary of $102,196 per year, or $49.1 per hour.

Wealth Advisor

W3Global Inc.

Mclean, VA

$100K - $250K/yr

Full-time

Re-posted 26 days ago

Job description

Company Description

Our client is a truly independent registered investment advisory firm built on ethics, mutual respect, and integrity. Free from affiliations with specific organizations, investment companies, or proprietary products, the firm provides conflict-free advice focused solely on clients' best interests. The firm emphasizes a disciplined, long-term approach to investment management and portfolio construction, prioritizing fundamentals over market noise or short-term trends. The team is dedicated to holistic financial planning, helping clients pursue their financial goals and grow assets in line with their unique objectives. This client-centered philosophy guides every aspect of the firm's investment advisory services.

Role Description

This is a full-time, on-site Wealth Advisor role based in Northern Virginia. The Wealth Advisor serves as the primary relationship manager for assigned client relationships and prospective clients. They will meet with clients regularly to understand their goals, assess their financial situations, and deliver comprehensive financial advice across planning disciplines.

Job Activities

  • Serve as the lead advisor and primary point of contact for assigned client relationships.

  • Develop and present comprehensive financial plans and ongoing planning recommendations.

  • Conduct regular client review meetings and proactively identify planning opportunities.

  • Coordinate retirement, tax, estate, education, insurance, and investment planning strategies.

  • Collaborate with the firm's tax, financial planning, and investment teams.

  • Manage client onboarding and transition processes.

  • Provide guidance regarding portfolio construction and investment implementation.

  • Review planning analyses and recommendations prepared by associates.

  • Participate in business development activities and referral relationships.

  • Participate in the Client Investment Committee.

  • Leverage technology to efficiently deliver best-in-class service.

Qualifications

  • CFP® certification in good standing.

  • 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 knowledge of retirement, tax, estate, investment, and risk management planning concepts.

  • Excellent verbal, written, and interpersonal communication skills.

  • Bachelor's degree in Finance, Economics, Business, or a related field; professional designations such as CPA, CFA®, or EA are preferred.

  • Familiarity with financial planning software, CRM systems, and portfolio management tools; strong attention to detail and organizational skills.

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs