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Associate Financial Services Jobs in Nevada (NOW HIRING)

Balance

$21/hr

Associates degree from an accredited college required; and * One to two years related experience and/or training (EAP, financial services, counseling, banking, credit and collection); or equivalent ...

MSCCN

Personal Financial Counselor - Reno, NV

Reno, NV · On-site

$45K - $60K/yr

Services include education and counseling addressing financial services that may include, but are ... May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ...

Kosmos

Associate Attorney

Las Vegas, NV · On-site

$150K - $225K/yr

... Associate Attorney. Our team is comprised of experienced trial lawyers who understand broad ... such as financial services, accounting, insurance, real estate, construction, gaming, and ...

Kosmos

Associate Attorney

Las Vegas, NV · On-site

$150K - $225K/yr

... Associate Attorney. Our team is comprised of experienced trial lawyers who understand broad ... such as financial services, accounting, insurance, real estate, construction, gaming, and ...

Kosmos

Associate Attorney

Las Vegas, NV · On-site

$175K - $250K/wk

... Associate Attorney. Our team is comprised of experienced trial lawyers who understand broad ... such as financial services, accounting, insurance, real estate, construction, gaming, and ...

Kosmos

Associate Attorney

Henderson, NV · On-site +1

$175K - $275K/yr

... an Associate Attorney. This can be remote/hybrid. Our team is comprised of experienced trial ... such as financial services, accounting, insurance, real estate, construction, gaming, and ...

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Showing results 21-40

All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Nevada

Associate Financial Services information

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

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

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

What cities in Nevada are hiring for Associate Financial Services jobs?

Cities in Nevada with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Nevada as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Financial Coach II

Balance

On-site

$21/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

POSITION SUMMARY
The position of the Financial Coach II will be responsible for answering questions and conducting coaching sessions via telephone, internet, as well as representing the organization at community events. A major aspect of this role involves being a great listener, conveying empathy when clients share their story, and effectively identifying goals or concerns to assist clients with varying needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Coaching (90%)
  • Provide one-on-one financial coaching sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improving their overall well-being;
  • Provide valuable information to clients about credit and debt issues, credit reports, housing issues, identity theft, money management, financial planning and retirement, student loans, bankruptcy, collections, consumer protection laws, court judgments, transitioning to safe and affordable banking, and wage garnishments;
  • Assist clients in creating a personalized action plan with the purpose of supporting and motivating clients towards achieving financial goals;
  • Provide continuing education, guidance, and resources to empower clients to successfully accomplish their established plans including resolving immediate problems and changing behaviors; and
  • Provide confidential referrals to appropriate, vetted non-profit organizations using our national online database (Ex. Food banks, public benefits, state bar). Administrative (10%)
  • Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary;
  • Follow the Phone Status Policy and remain on available status during the work day to respond to inbound and outbound call inquiries to answer questions, troubleshoot problems, provide information, deliver immediate counseling, and schedule appointments as needed;
  • Conduct outbound calls for the purpose of follow-up and/or outreach;
  • Collect, track and report required data and input call and session notes for every client and interaction using the client management database; and
  • Represent Balance at community events, partner meetings, or workshops. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job.

WORK ENVIRONMENT AND PHYSICAL DEMANDS
The physical demands/conditions described below are representative of those that must be met/tolerated by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.
  • Sitting at a desk for sometimes long and continuous periods of time;
  • Answering or making calls on the telephone for sometimes long and continuous periods of time;
  • Using a keyboard to perform research, and to communicate through written means for sometimes long and continuous periods of time;
  • Looking at a computer monitor for sometimes long and continuous periods of time;
  • Occasionally standing, walking, reaching, and stooping;
  • Lifting up to 30 lbs.; and
  • Exposure to various noise levels;
  • Occasional Saturday shifts required.

QUALIFICATIONS
Incumbents must demonstrate the ability to follow policies and procedures as established in the Company's Employee Handbook. Incumbents will also contribute to a positive work environment by behaving and communicating in a manner such that they get along with all constituent groups, coworkers, and management. In addition, the education, experience, and other skills listed below are representative of the knowledge, skills, and/or abilities required.
EDUCATION
  • Associates degree from an accredited college required; and
  • One to two years related experience and/or training (EAP, financial services, counseling, banking, credit and collection); or equivalent combination of education and experience preferred.

CERTIFICATIONS, LICENSES, AND REGISTRATIONS
  • Balance Coaching Academy Required within 90 days of employment;
  • NACCC Exam and Certification Required within 90 days of employment; and
  • Compliance Courses required within 90 days of employment.

WORK EXPERIENCE
  • Experience in one or more of the following fields financial services, financial planning, social work, community organizing, teaching or other related fields; and
  • Experience in community service such as volunteering, coaching, or mentoring
  • At least 1 year of experience of financial planning.

KEY SKILLS SET
  • Bilingual in Spanish is preferred;
  • Must exhibit a high level of confidentiality;
  • Excellent written and oral communication skills;
  • Strong organizational, time-management, problem-solving skills and customer service skills;
  • Highly adaptable and punctual; and
  • Be a team player.

EQUIPMENT AND APPLICATIONS
  • High proficiency in MS Office, including Word, Excel, Outlook and PowerPoint; and
  • Ability to use a client management system; and
  • Working knowledge of all standard office equipment.

ABOUT US
Balance is a nationwide non-profit organization committed to helping individuals and families overcome their financial challenges and meet their goals. Through local and national education and counseling programs we provide help and hope to families overwhelmed by debt, facing foreclosure, struggling to master their money, caught in a cycle of over-priced fringe financial services, or trying to purchase their first home. Additional information about us can be found at www.bebalanced.org
Balance offers a fun and collaborative environment with exceptional benefits for our employees which include medical, dental, vision, and life insurance; 401k retirement plan, 3 weeks paid time off, plus paid federal holidays, an extensive training program, and more!
Balance Staffing logo

About Balance Staffing

Sourced by ZipRecruiter

At Balance Staffing, we bring candidates and employers together. To us, job seekers are more than a resume; they are unique individuals working to achieve their career dreams. And, to us, companies aren’t clients, but partners striving for business success. Our goal is connecting top talent with exceptional employers. Since 1997, that’s been our guiding purpose, inspiring us to always be at our best, so we can be there for you. At Balance Staffing, we continuously commit to our four key values: Passion, Authenticity, Agility, and Tenacity. We focus on cultivating lasting connections, both with our partner companies and candidates.

Industry

Recruiting and staffing services

Company size

201 - 500 Employees

Headquarters location

Stockton, CA, US

Year founded

1997

Social media

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