Top 46 Wealth management advisor Jobs in Ashburn, Va

Wealth Manager
YTS Wealth Management, LLC —Tysons, VA
- $90,000 - $150,000 a year
- Weekends as needed
- Background check
- 5 years
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
Financial Advisor/Wealth Manager - D.C.
Tristate Financial Advisors —Vienna, VA
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
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Financial Advisor
Sentinel Asset management —Leesburg, VA
- $130,000 - $145,000 a year
- Full-time
- Mid-level
- Master's degree
- Bachelor's degree
- 401(k)
- 401(k) 4% Match
Quick Apply
2d
Financial Advisor
Sentinel Asset management —Falls Church, VA
- $130,000 - $145,000 a year
- Full-time
- Mid-level
- Master's degree
- Bachelor's degree
- 401(k)
- 401(k) 4% Match
Quick Apply
2d
Wealth Advisor
Sentinel Asset management —Leesburg, VA
- $125,000 - $135,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- In-person
- 401(k)
- 401(k) 4% Match
Quick Apply
2d
Wealth Management Trainee (VA)
Bankers Life —Chantilly, VA
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Financial Planner - Virginia
Sentinel Asset Management LLC —Falls Church, VA
- Up to $250,000 a year
- Full-time
- Sales
- Writing skills
- Mid-level
- Relocation assistance
- 401(k) 4% Match
Quick Apply
Wealth Management Trainee (MD)
Bankers Life —Frederick, MD
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Fairfax, VA
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Investment Consultant - Rockville, MD
Fidelity Investments —Rockville, MD
- $59,000 - $74,000 a year
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
- Loan repayment program
- Health insurance
Associate, Advisor
NFP Corp —Potomac, MD
- $53,500 - $85,600 a year
- Full-time
- Finance
- Bachelor's degree
- Financial services
- Paid holidays
- Paid time off
22h
Lead Advisor
Kestra Financial —Reston, VA
- $140,000 - $180,000 a year
- Full-time
- Public speaking
- Office
- Team management
- Health insurance
- 401(k)
Quick Apply
WEALTH PLANNER
Cresset Capital —Reston, VA
- Microsoft Excel
- Microsoft Outlook
- CPA
- Health savings account
- Disability insurance
Quick Apply
Private Client Advisor II
Bank of America —McLean, VA
- $100,000 - $275,000 a year
- Full-time
- Background check
- CPA
- Mid-level
Director, Financial Planning
Edelman Financial Engines, LLC —Fairfax, VA
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor, Truist Investment Services, McLean, VA
Truist Bank —McLean, VA
- Full-time
- English
- Office
- Finance
- AD&D insurance
- Paid holidays
Financial Advisor, Truist Investment Services, Reston, VA
Truist Bank —Reston, VA
- Full-time
- English
- Office
- Finance
- AD&D insurance
- Paid holidays
Wealth Manager
Osaic —Falls Church, VA
- $100,000 - $110,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
Financial Planning & Service Associate - Potential for Hybrid Work
HUB International —Bethesda, MD
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Microsoft Office
- Wellness program
- Health savings account
7d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Falls Church, VA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance

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wealth management advisor jobs near ashburn, va

Wealth Manager

YTS Wealth Management, LLC -
Tysons, VA

Quick Apply

Job Details

Full-time
$90,000 - $150,000 a year

Benefits

Travel reimbursement
Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Life Insurance License
Teamwork
Customer relationship building
Series 7
Bachelor's degree
Client retention
Investment client management
Relationship management
Financial services
Experience practicing in the securities industry
Time management

Full Job Description

About Us

YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.

With a modern, family-oriented, and entrepreneurial environment, YTS offers experienced advisors the opportunity to expand their practice within a supportive, growth-focused organization that values autonomy, professionalism, and client-first service.

We are seeking an experienced and relationship-driven Wealth Advisor who is passionate about delivering sophisticated financial guidance, deepening client relationships, and contributing to the continued growth of the firm.

Position Overview

The ideal candidate is an established, licensed Wealth Advisor with a strong background in relationship management, business development, and comprehensive financial planning. This individual should possess a consultative approach, a high level of professionalism, and the ability to serve as a trusted advisor to high-net-worth individuals, families, and business owners.

This role is designed for a seasoned professional who thrives in an entrepreneurial environment and is motivated by the opportunity to grow and service a book of business while collaborating alongside an experienced and supportive team.

Key Responsibilities

Client Advisory & Relationship Management

Build, manage, and deepen long-term client relationships through proactive and personalized service
Deliver comprehensive wealth management strategies tailored to each client’s financial goals and objectives
Provide guidance across retirement planning, investment management, risk management, tax-efficient strategies, and estate planning coordination
Partner with external professionals including CPAs, attorneys, and other advisors to deliver holistic financial solutions
Maintain a high standard of responsiveness, professionalism, and client care

Business Development & Practice Growth

Cultivate new business opportunities through networking, referrals, centers of influence, and community engagement
Demonstrate a proven ability to develop, grow, and retain a book of business
Maintain an entrepreneurial mindset with a focus on long-term relationship management and sustainable growth
Contribute to the continued expansion and reputation of the firm

Professional Excellence

Conduct thorough financial discovery and present strategic recommendations aligned with client objectives
Stay current on market trends, investment strategies, and industry developments
Maintain a strong commitment to compliance, ethics, and fiduciary responsibility
Collaborate with internal teams to deliver a seamless and elevated client experience
Embrace accountability, leadership, and continuous professional development

Qualifications & Requirements

Minimum of 5+ years of experience in wealth management, private client advisory, or financial planning
Demonstrated success managing and growing client relationships and a book of business
Experience working within an independent, entrepreneurial, or growth-oriented advisory environment preferred
Bachelor’s degree preferred
Active Series 7, 63, 65 or 66 licenses required
Active Life, Health, and Variable Insurance licenses required
Strong interpersonal, communication, presentation, and relationship management skills
High level of professionalism, business acumen, and emotional intelligence
Ability to pass a drug screening, state background check, and federal fingerprinting requirements

Core Competencies

Wealth Management & Financial Planning
Relationship Management
Business Development
Practice Management
Strategic Thinking
Consultative Communication
Retirement Planning
Investment Advisory
Collaboration & Leadership
Client Experience Excellence
Due Diligence & Compliance
Continuous Improvement

Work Environment & Physical RequirementsWork Environment

Primarily office-based with regular in-person client meetings and interactions
Professional, fast-paced, and collaborative environment
Occasional travel for client meetings, conferences, networking events, and firm initiatives

Physical Requirements

Prolonged periods of sitting, computer use, and phone communication
Ability to attend in-person meetings and events
Occasional lifting of light materials up to 20 pounds
Ability to communicate effectively in both in-person and virtual environments

Compensation & Benefits

Compensation

Salary Range: $90,000 – $150,000 (commensurate with experience)
Additional performance-based compensation opportunities

Benefits & Perks

Growth and leadership development opportunities
9 paid company holidays
Flexible scheduling for personal appointments
Travel expense reimbursement
10 days of Paid Time Off
401(k) with dollar-for-dollar match up to 4%
Medical, Dental, Vision insurance
Health Reimbursement Arrangement (HRA)
Life Insurance
Maternity & Paternity Leave

Observed Holiday's:

New Year's Day
Good Friday
Memorial Day
Independence Day
Thanksgiving Day
Day after Thanksgiving
Christmas Eve
Christmas Day
New Year's Eve

Schedule & Work Environment

Monday–Friday (Daylight hours)
Occasional evenings/weekends for client events and networking
In-person role (Hybrid not available)

Location Requirement:
Tysons, VA 22102 – Candidates must be able to relocate prior to start.
Relocation and commute expenses are not reimbursed.

Legal & Compliance Disclosures

Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.

Job Type: Full-time

Pay: $90,000.00 - $150,000.00 per year

Application Question(s):

Are you fully licensed with Series 7, Series 63, Series 65 (or 66), and Life, Health, and Variable Insurance licenses?
Do you currently manage an existing book of business?
How many years of experience do you have as a licensed financial advisor?

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in ashburn, va

Wealth Manager

Financial Advisor/Wealth Manager - D.C.

Financial Advisor

Financial Advisor

Wealth Advisor

Wealth Management Trainee (VA)

Financial Planner - Virginia

Wealth Management Trainee (MD)

Financial Advisor

Investment Consultant - Rockville, MD

Associate, Advisor

Lead Advisor

WEALTH PLANNER

Private Client Advisor II

Director, Financial Planning

Financial Advisor, Truist Investment Services, McLean, VA

Financial Advisor, Truist Investment Services, Reston, VA

Wealth Manager

Financial Planning & Service Associate - Potential for Hybrid Work

Wealth Management Associate - Retirement Benefits Group

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