ZipRecruiter

Log In

1

Advisor Assistant Jobs in Reno, NV (NOW HIRING)

KEYSTONE CPAS LLC

KWA Wealth Advisor

Reno, NV · On-site

$36K - $60K/yr

Description Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track ... Collaborate with Keystone CPAs and Business Brokers to deliver integrated advice. Assist in the ...

Keystone CPAs LLC

KWA Wealth Advisor

Reno, NV · On-site

$36K - $60K/yr

Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San ... Assist in the development and implementation of investment strategies aligned with client goals ...

Keystone CPAs LLC

KWA Wealth Advisor

Reno, NV · On-site

$36K - $60K/yr

Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San ... Assist in the development and implementation of investment strategies aligned with client goals ...

Quanta Services

Field Safety Advisor

Reno, NV

The Safety Advisor will assist the division with planning and implementation of safety policies and procedures in compliance with local, state, and federal rules and regulations, including ...

Rivian

Service Advisor - Sparks, NV

Sparks, NV · On-site

... * Assist in warranty repairs and ensure compliance with state and federal automotive repair laws ... An advisor must be the face of Rivian service. Foundational skills include a warm, professional ...

Rivian

Service Advisor - Sparks, NV

Sparks, NV

... * Assist in warranty repairs and ensure compliance with state and federal automotive repair laws ... An advisor must be the face of Rivian service. Foundational skills include a warm, professional ...

Blue Compass RV Reno

RV Parts Advisor

Reno, NV · On-site

$60K - $80K/yr

As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV ... You will assist customers and service technicians in identifying, locating, and purchasing the ...

Blue Compass RV Reno

RV Parts Advisor

Reno, NV

$60K - $80K/yr

As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV ... You will assist customers and service technicians in identifying, locating, and purchasing the ...

Blue Compass RV Reno

RV Parts Advisor

Reno, NV

$60K - $80K/yr

As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV ... You will assist customers and service technicians in identifying, locating, and purchasing the ...

Blue Compass RV Reno

RV Parts Advisor

Reno, NV · On-site

$55K - $60K/yr

As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV ... You will assist customers and service technicians in identifying, locating, and purchasing the ...

Blue Compass RV Reno

RV Parts Advisor

Reno, NV · On-site

$55K - $60K/yr

As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV ... You will assist customers and service technicians in identifying, locating, and purchasing the ...

Blue Compass RV Reno

RV Parts Advisor

Reno, NV · On-site

$55K - $60K/yr

As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV ... You will assist customers and service technicians in identifying, locating, and purchasing the ...

Blue Compass RV Reno

RV Parts Advisor

Reno, NV · On-site

$60K - $80K/yr

As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV ... You will assist customers and service technicians in identifying, locating, and purchasing the ...

Blue Compass RV Reno

RV Parts Advisor

Reno, NV

$60K - $80K/yr

As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV ... You will assist customers and service technicians in identifying, locating, and purchasing the ...

Blue Compass RV Reno

RV Parts Advisor

Reno, NV · On-site

$55K - $60K/yr

As an RV Parts Advisor, you will play a crucial role in ensuring the smooth operation of our RV ... You will assist customers and service technicians in identifying, locating, and purchasing the ...

next page

Showing results 1-20

All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Reno, NV

Advisor Assistant information

See Reno, NV salary details

$28.4K

$54.1K

$90.7K

How much do advisor assistant jobs pay per year?

As of Jul 11, 2026, the average yearly pay for advisor assistant in Reno, NV is $54,086.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $62,800.00 per year, depending on experience, location, and employer.

What are some typical daily tasks and team interactions for an Advisor Assistant?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What are Advisor Assistants?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

What does an assistant advisor do?

An assistant advisor supports senior advisors by preparing client documents, scheduling meetings, and conducting research to help develop financial or career plans. They often handle administrative tasks, communicate with clients, and use tools like CRM software to ensure smooth operations. This role requires strong organizational skills and knowledge of relevant industry regulations.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

What do advisors get paid?

Advisor assistants typically earn an hourly wage or annual salary that varies based on experience, location, and the organization. Entry-level positions may start around minimum wage, while experienced advisors can earn higher salaries, often supplemented with bonuses or commissions depending on the role and industry. Compensation also depends on skills, certifications, and the complexity of advising tasks performed.

Is $50,000 enough to work with a financial advisor?

For an Advisor Assistant, a $50,000 salary can be sufficient depending on the location, experience, and responsibilities. Entry-level roles or positions in areas with lower living costs may find this salary adequate, but in high-cost regions, it might be below average for the role. Additional certifications or skills can influence salary expectations and job suitability.

What are the key skills and qualifications needed to thrive as an Advisor Assistant, and why are they important?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.

Is it hard to become a FA?

Becoming an Advisor Assistant typically requires strong organizational skills, attention to detail, and good communication abilities. While there are no strict educational requirements, some employers prefer candidates with a background in finance or related fields, and familiarity with financial tools or software can be beneficial. The role often involves on-the-job training and may require passing certain certifications depending on the employer.
What are the most commonly searched types of Advisor jobs in Reno, NV? The most popular types of Advisor jobs in Reno, NV are:
Advisor Assistant jobs near you

KWA Wealth Advisor

KEYSTONE CPAS LLC

Reno, NV • On-site

$36K - $60K/yr

Other

Re-posted 4 days ago

Job description

Description

Keystone Wealth Advisors

Position: Wealth Advisor / Wealth Advisor Partner Track

Location: San Diego / La Jolla, CA Sparks / Reno, NV Henderson / Las Vegas, NV

About Keystone Wealth Advisors

Keystone Wealth Advisors is part of the Keystone Companies, an integrated professional services platform combining Wealth Advisory, Tax & Accounting, and Business Brokerage. Our advisors collaborate closely with Keystone CPAs and Keystone Business Brokers to help clients align their business, financial, and personal goals.

This integrated model allows us to deliver a deeper level of planning and insight than traditional advisory firms. Our clients benefit from coordinated guidance across investments, tax planning, business ownership, risk management, and exit planning. As our firm continues to grow, we are expanding our team of advisors who are passionate about delivering comprehensive, fiduciary-based advice.

Position Overview

We are seeking an ambitious and client-focused Wealth Advisor who is committed to developing expertise in holistic financial planning, investment management, and risk management. This role is well suited for an early-to-mid career advisor who values mentorship, professional development, and the opportunity to build a long-term advisory practice within a collaborative team environment.

Advisors at Keystone work closely with CPAs, business brokers, and other professionals to help clients make better financial decisions and achieve greater clarity around their financial futures.

Key Responsibilities

Deliver comprehensive financial planning services including retirement, investment, tax-aware, and insurance planning.

Serve as a trusted advisor to clients by building strong, long-term relationships.

Collaborate with Keystone CPAs and Business Brokers to deliver integrated advice.

Assist in the development and implementation of investment strategies aligned with client goals.

Participate in business development efforts and contribute to the growth of the firm.

Utilize planning technology and emerging advisory tools to enhance the client experience.

Maintain the highest fiduciary and ethical standards in all client interactions.

Qualifications

Series 65 or Series 66 license required.

Life and Health Insurance license required or ability to obtain.

CFP certification, CEPA designation, or other advanced planning credentials are a plus.

Strong foundation in financial planning and investment principles.

Excellent communication and relationship management skills.

Entrepreneurial mindset with motivation to grow a client base.

Ability to work both independently and within a collaborative team environment.

Compensation Structure

This role offers a modest base salary in the range of $36,000-$60,000, combined with a fee-based and commission-based compensation structure designed to reward performance and long-term client relationships.

A transition and onboarding period of approximately 3-6 months is expected while the advisor becomes fully integrated into the firm's planning processes, systems, and client engagement model. During this period, Keystone provides mentorship, operational support, and resources to help advisors establish and grow their practice.

Why Join Keystone

Access to an integrated platform combining Wealth Advisory, Tax & Accounting, and Business Brokerage.

Opportunity to work with business owners and high-net-worth families.

Collaborative culture focused on delivering exceptional client outcomes.

Mentorship and professional development opportunities.

Significant long-term income potential and possible partner-track opportunities.

How to Apply

If you are passionate about financial planning, enjoy helping clients make better financial decisions, and want to grow your career within a collaborative and entrepreneurial firm, we would welcome the opportunity to connect.

Apply