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Assistant Financial Planner Jobs in Nevada (NOW HIRING)

Terrible Herbst, Inc.

Financial Analyst

Las Vegas, NV · On-site

Financial Planning & Analysis * Assist in the development of annual budgets, financial forecasts, and long-range planning * Analyze monthly financial performance and variances against budget and ...

Balance

$21/hr

... to assist clients with varying needs. ESSENTIAL DUTIES AND RESPONSIBILITIES Coaching (90 ... money management, financial planning and retirement, student loans, bankruptcy, collections ...

UnitedHealth Group

Senior Financial Analyst

Las Vegas, NV

$81K - $101K/yr

... * Assist in creating presentations for senior leadership, translating complex financial data into ... Support quarterly forecasting cycles and annual budget planning, ensuring alignment with enterprise ...

New

UnitedHealth Group

Senior Financial Analyst

Las Vegas, NV · On-site

$81K - $101K/yr

... * Assist in creating presentations for senior leadership, translating complex financial data into ... Support quarterly forecasting cycles and annual budget planning, ensuring alignment with enterprise ...

New

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All JobsFinancial Planner JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Nevada

Assistant Financial Planner information

See Nevada salary details

$36.1K

$61.7K

$106.4K

How much do assistant financial planner jobs pay per year?

As of Sep 4, 2026, the average yearly pay for assistant financial planner in Nevada is $61,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $69,800.00 per year, depending on experience, location, and employer.

What is an assistant financial planner?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What are the typical responsibilities of an assistant financial planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.

What are the key skills and qualifications needed to thrive as an assistant financial planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the most commonly searched types of Financial Planner jobs in Nevada?

The most popular types of Financial Planner jobs in Nevada are:

Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Nevada as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $61,727 per year, or $29.7 per hour.

Assistant Finance Manager

Gallagher Ford Lincoln

Elko, NV • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 3 days ago

Key responsibilities

  • Assist the Finance Manager in contracting vehicle sales and funding contracts with lenders.

  • Present and explain products such as vehicle service contracts and gap insurance to customers.

  • Work on the sales floor when not assisting the finance manager and follow up with buyers to generate referral business.

Job description

Gallagher Ford Lincoln is looking for an Assistant Finance Manager to join the team! The Assistant Finance Manager works alongside the Finance Manager to secure vehicle financing through lending agencies and assist customers with aftermarket products and warranty options. They help ensure customers understand their financing choices and additional protections, contributing to a smooth and informed purchase process. Apply today!
Company Benefits
  • Health Insurance
  • Vision Insurance
  • Dental Insurance
  • 401(k) & Company Matching
  • Flexible Work Hours
  • Competitive Comensation
  • Aggressive Bonus Structures
  • Commission and Salary Structure available

Assistant Finance Manager Responsibilities
  • Assist Finance Manager in contracting vehicle sale
  • Present products such as vehicle service contracts, gap insurance, etc.
  • Assist in funding contracts with lender
  • Be willing to work the sales floor when not assisting finance manager
  • Nurture enriching relationships to build clientele for life.
  • Exhibit consultative selling skills. Assist customers in selecting a vehicle by asking questions and listening carefully to their responses.
  • Continuously develop product and sales acumen to become the vehicle authority. Know the in's and the out's of product offerings, optional packages, and the latest technologies.
  • Perform high-quality, professional demonstrations of new/used vehicles.
  • Follow-up with buyers to ensure successful referral business.
  • Learn to overcome objections and thrive within sales situations.
  • Report directly to the Sales Manager regarding objectives, planned activities, reviews, and analyses.
  • Bring your 'A game' along with a positive attitude to work with you every single day.

Assistant Finance Manager Qualifications
  • Previous sales and finance experience
  • Available to work flexible hours and weekends
  • Self-starter mentality and ambitious spirit preferred
  • Ready to waste no time on learning new product in's and out's, eager to improve
  • Phenomenal communication skills with customers and team members
  • Professional, well-groomed personal appearance
  • Clean driving record and valid driver's license
  • Willingness to work Saturday's with Sunday and a day during the week off

About Us:
At Gallagher Ford, we strive to make every customer a customer for life. Happy employees make happy customers, and we reward individuals who are ready to work hard and stay motivated. Every employee at Gallagher Ford of Elko is absolutely critical to its success. Our promise is to keep delivering the same award winning service and value that our community has come to expect from our dealership through the years.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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