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Associate Financial Planner Jobs in Nevada (NOW HIRING)

STM Associates

Financial Controller

Reno, NV

Financial Controller Senior Finance Leadership | Project-Driven Environment We are seeking an experienced Financial Controller to lead accounting, financial reporting, and planning activities for a ...

TIAA

Financial Consultant

Las Vegas, NV · On-site

$72K - $95K/yr

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Nevada

Associate Financial Planner information

See Nevada salary details

$46.3K

$85.4K

$114.6K

How much do associate financial planner jobs pay per year?

As of Jul 27, 2026, the average yearly pay for associate financial planner in Nevada is $85,441.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,400.00 and $101,800.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
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What job categories do people searching Associate Financial Planner jobs in Nevada look for? The top searched job categories for Associate Financial Planner jobs in Nevada are:
What cities in Nevada are hiring for Associate Financial Planner jobs? Cities in Nevada with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in NV? For Associate Financial Planner jobs in NV, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Nevada as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $85,441 per year, or $41.1 per hour.
Trust Associate - Financial Services

Trust Associate - Financial Services

Dunham & Associates Investment Counsel, Inc.

Reno, NV • On-site

$20 - $28/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

TRUST ASSOCIATE
Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno, Nevada, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas and Wyoming.
Bring your drive and a great attitude to Dunham Trust Company, and you will have the opportunity to grow with us professionally, personally, and financially. You will be part of a company that promotes from within, cares about your success, and rewards longevity.
The DTC Trust Associate is responsible for ensuring the administration of all assigned client accounts in accordance with the authorities and permissions granted under applicable policies and procedures, and under the supervision of a designated Trust Officer. The Trust Associate is responsible for managing client relations, exercising certain fiduciary decision-making powers, safekeeping assets, and maintaining account records.
This is an onsite position located in our beautiful new downtown Reno office. There is not the opportunity for remote work for this position. We are unable to sponsor visas at this time.
Essential Functions:
  • Develop professional relationships with parties related to assigned accounts and coordinate fiduciary and administrative services for those accounts in a timely, efficient manner;
  • Execute the terms of any estate plan or document for assigned accounts within proper discretionary and fiduciary authorities of a Trust Associate;
  • Coordinate communications with supervising Trust Officers and DTC discretionary committee as needed from time to time for matters requiring such approvals;
  • Collaborate with third-party advisors, including attorneys and accountants to assure proper wealth and tax planning;
  • Provide effective customer service and respond to inquiries from internal and external customers;
  • Ensure all internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies, procedures, and guidelines;
  • Participate actively in business development efforts, including community and professional associations in order to broaden relationships, network, and continually deepen industry knowledge;
  • Complete annual administrative reviews for assigned accounts; ensure all internal compliance and proper documentation requirements are met and consistent with internal fiduciary policies;
  • Prepare court reporting for custody accounts and file with court within the appropriate timeframe;
  • Open accounts in Salesforce by obtaining, reviewing, and analyzing documentation from new clients; track and follow-up on missing items; complete new account forms;
  • Prepare forms for client disbursements, deposit receipts, automatic payment set up requests, wire transactions, ACH transfers and trade requests (in coordination with operations staff);
  • Consult with Trust Officers regarding proper vesting, handling, and following of assets;
  • Provide excellent customer service and respond to inquiries from internal and external customers; investigate and resolve problems as needed;
  • Comply with Bank Secrecy Act (BSA), OFAC Anti-Money Laundering (AML), and USA Patriot Act policies by properly identifying the identity of any person/business and account, maintaining records of the information used to verify each customer, and consulting lists of known terrorists prior to opening an account;
  • Participate in all required compliance training and report any customer suspected of suspicious activity immediately to the Chief Compliance Officer;
  • Comply with all appropriate regulations;
  • Maintain strict confidentiality of all records and data received and produced;

Education Required:
A.A. degree in Business, Finance, or Accounting or equivalent experience;
B.A. or B.S. degree strongly preferred
Experience Required:
Basic knowledge of related state/federal trust and applicable financial institution compliance regulations and other trust administrative operational policies;
3-5 years of relevant experience; finance or trust experience preferred
Excellent organizational skills with outstanding attention to detail
Excellent verbal and written communication skills;
Strong customer service skills;
Ability to multi-task and manage time efficiently.
Special Skills Required:
  • Attention to detail and excellent problem-solving skills
  • Accurate data entry skills
  • Excellent MS Office and computer skills
  • Excellent written and verbal communication skills
  • Paralegal, trust, estate planning, or financial/investment background not required, but strongly preferred.

$20 to 28 per hour depending on experience
Trust services offered through Dunham Trust, an independent trust company licensed and regulated by the State of Nevada, Department of Business and Industry, Financial Institution Division. Dunham Private Trust is the Wyoming division of Dunham Trust.
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Flexible Spending Plan (FSA)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits!
401(k) Plan with generous company match
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events

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