Wealth Management Associate Jobs in Virginia
Wealth Management Associate jobs in Virginia are consistently active, concentrated in financial advisory firms, private banking, and family office services, with openings at every level from entry-level client service roles through senior associate positions managing substantial client portfolios. The largest hiring concentrations are in Northern Virginia, Richmond, and McLean, where firms like Capital One, Fidelity Investments, and Edward Jones maintain significant advisory operations. The most in-demand specialties include estate planning support, portfolio analysis, and high-net-worth client relationship management. Find a role that fits below and apply directly.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
See All 14 Wealth Management Associate Jobs in Virginia
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Find JobsWealth Management Associate Jobs by City in Virginia
Where Virginia roles are concentrated, by current openings.
Wealth Management Associate Job Market in Virginia
A snapshot from current Virginia openings, updated as new roles post.
Who's Hiring
What Virginia Employers Look For
The qualifications that appear most often in wealth management associate jobs across Virginia.
- Active Series 7 and Series 66 licenses or willingness to obtain upon hire
- Bachelor's degree in finance, economics, business, or a closely related field
- Experience or internship background in financial planning, banking, or investment services
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
- Strong client communication skills with ability to explain investment concepts clearly
- CFP certification in progress or completed preferred for roles above entry level
Wealth Management Associate Jobs in Virginia: Frequently Asked Questions
How do you become a wealth management associate in Virginia?
You typically need a bachelor's degree in finance, economics, or business, followed by passing the FINRA Series 7 and Series 66 exams, which are required to provide investment advice and transact securities with clients in Virginia. Virginia does not have a separate state-level securities license beyond FINRA registration, so those two exams are the core credentialing path. Many candidates pursue the CFP designation after gaining initial experience to advance into planning-focused roles.
How much do wealth management associates make in Virginia?
Wealth management associates in Virginia earn a median of about $102,640 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $51,440 for the lowest 10% to over $420,980 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth management associates in Virginia?
Employers hiring wealth management associates in Virginia right now include Bank of America, JPMorganChase, and CAPTRUST, based on current listings on Migrate Mate as of September 2026. Virginia's concentration of federal contractors, defense sector professionals, and government employees creates strong demand for associates who understand public-sector retirement and benefits planning alongside traditional wealth management.
Which Virginia cities have the most wealth management associate jobs?
Norfolk, Reston, and Alexandria have the most wealth management associate openings in Virginia. Northern Virginia and McLean draw the bulk of postings because of the dense concentration of high-income federal employees, executives, and defense-sector professionals who require active wealth management, while Richmond anchors a strong regional financial services market through its established banking and insurance institutions.
Are there remote wealth management associate jobs in Virginia?
Yes, but they're less common than in purely analytical fields because client relationship management often requires in-person or hybrid presence. About 50% of wealth management associate openings tied to Virginia are remote or hybrid as of September 2026, reflecting a market that favors face-to-face client interaction. The tasks most likely to be done remotely are financial plan preparation, portfolio reporting, and research support rather than direct client-facing advisory work.
How can I get hired as a wealth management associate in Virginia with little or no experience?
The most realistic entry path is a client associate or financial services specialist role at a full-service brokerage or bank branch, where you support advisors while preparing for your Series 7 and Series 66 exams. Large Virginia-based operations at firms like Fidelity, Capital One, and regional banks such as Atlantic Union Bank run associate development programs designed for recent graduates. Lateral moves from bank teller, financial analyst intern, or personal banker roles are common entry points, and sitting for the Series 7 before applying gives candidates a clear edge.
Where can I find and apply to wealth management associate jobs in Virginia?
You can find and apply to wealth management associate jobs in Virginia on Migrate Mate, which lists current openings across the state. Find roles that fit your experience and credentials, then apply directly to the employers posting them.
See All 14 Wealth Management Associate Jobs in Virginia
Find roles in Virginia that match your experience and apply in just a few clicks.
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