Top 49 Wealth advisory manager Jobs in Virginia

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
Client Relationship Leader
CliftonLarsonAllen —Arlington, VA
- $200,000 - $302,000 a year
- Full-time
- Hybrid work
- CPA
- Finance
- Bachelor's degree
- Paid parental leave
- Health insurance
Accounting Consultant-Engagement Director
CliftonLarsonAllen —Arlington, VA
- $50 - $90 an hour
- Full-time
- Hybrid work
- CPA
- Finance
- Bachelor's degree
- Paid parental leave
- Health insurance
Acumatica Consulting Director
CliftonLarsonAllen —Arlington, VA
- Full-time
- Computer science
- Computer Science
- 3 years
- Health insurance
- Dental insurance
Audit Manager/Director - State and Local Government
CliftonLarsonAllen —Arlington, VA
- $108,500 - $190,000 a year
- Full-time
- 6 years
- Management
- CPA
- Health insurance
- Dental insurance
Portfolio Manager III
Bank of America —Richmond, VA
- $135,600 - $300,000 a year
- Full-time
- CPA
- Customer service
- Writing skills
Director of Wealth Services
Bill Good Marketing —Richmond, VA
- $80,000 - $98,000 a year
- Full-time
- Office
- Team management
- Financial services
- Paid holidays
- Disability insurance
Quick Apply
Senior Client Relationship Manager (Wealth Management) NO RECRUITERS
Momentum Capitol Wealth Advisors —Reston, VA
- $70,000 - $95,000 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Paid training
- Health insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —McLean, VA
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Director, Financial Planning
Edelman Financial Engines, LLC —Fairfax, VA
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Project Lead - Sage Intacct (Consulting Manager)
CliftonLarsonAllen —Arlington, VA
- Full-time
- Computer Science
- 3 years
- Bachelor's degree
- Health insurance
- Dental insurance
Sage Consulting Director - Construction
CliftonLarsonAllen —Arlington, VA
- Full-time
- Computer science
- Computer Science
- Bachelor's degree
- Health insurance
- Dental insurance
Healthcare Business Banking Relationship Manager - Mid Atlantic
U.S. Bank National Association —Virginia
- $111,605 - $144,430 a year
- Full-time
- 7 years
- Microsoft Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Senior Manager, SRE Risk Advisory and Oversight
Information Technology Senior Management Forum —McLean, VA
- $209,000 - $286,200 a year
- Email
- Azure
- 6 years
- Computer Science
- Health insurance
Manager, SRE Risk Advisory and Oversight
Information Technology Senior Management Forum —McLean, VA
- $197,300 - $245,600 a year
- Email
- Azure
- Computer Science
- Military
- Health insurance
Senior Manager | Sales Reinvention | Insurance
Accenture —Arlington, VA
- $122,700 - $317,200 a year
- Full-time
- 5 years
- US work authorization
- Military encouraged
- Paid holidays
- Disability insurance
Outsourced Accounting & Advisory Services Manager
Gross Mendelsohn & Associates —Fairfax, VA
- $120,000 - $155,000 a year
- Full-time
- CPA
- Office
- 8 years
Tax Services Manager
HUB International —Richmond, VA
- $130,000 - $150,000 a year
- Extended hours
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
Business Banking Senior Relationship Manager-McLean, VA
Bank of America —McLean, VA
- $140,000 - $185,000 a year
- Full-time
- 5 years
- Office
- Finance
Trust Advisor II
Truist Bank —Charlottesville, VA
- $140,000 - $160,000 a year
- Full-time
- 7 years
- CPA
- English
- AD&D insurance
- Paid holidays

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wealth advisory manager jobs near virginia

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 advisory manager jobs in virginia

Wealth Manager

Client Relationship Leader

Accounting Consultant-Engagement Director

Acumatica Consulting Director

Audit Manager/Director - State and Local Government

Portfolio Manager III

Director of Wealth Services

Senior Client Relationship Manager (Wealth Management) NO RECRUITERS

Client Administrative Manager

Director, Financial Planning

Project Lead - Sage Intacct (Consulting Manager)

Sage Consulting Director - Construction

Healthcare Business Banking Relationship Manager - Mid Atlantic

Senior Manager, SRE Risk Advisory and Oversight

Manager, SRE Risk Advisory and Oversight

Senior Manager | Sales Reinvention | Insurance

Outsourced Accounting & Advisory Services Manager

Tax Services Manager

Business Banking Senior Relationship Manager-McLean, VA

Trust Advisor II

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