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Financial Adviser Assistant Jobs in Reno, NV (NOW HIRING)

Keystone CPAs LLC

KWA Wealth Advisor

Reno, NV · On-site

$36K - $60K/yr

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

Key Responsibilities Deliver comprehensive financial planning services including retirement ... 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

Key Responsibilities • Deliver comprehensive financial planning services including retirement ... Assist in the development and implementation of investment strategies aligned with client goals ...

UFCU

Mortgage Advisor

Carson City, NV · On-site

... assist with clearing of underwriting conditions as necessary; re-structure loan terms and programs ... Strong mathematical skills and ability to perform complex financial calculations with a financial ...

WSP

Mining Construction Administrative Assistant

Reno, NV · On-site

$18 - $24.25/hr

... advisors and construction management professionals. WSP USA designs lasting solutions in the ... financial stability throughout the employee's career. At WSP, we want to give our employees the ...

WSP

Mining Construction Administrative Assistant

Reno, NV

$18 - $24.25/hr

... advisors and construction management professionals. WSP USA designs lasting solutions in the ... financial stability throughout the employee's career. At WSP, we want to give our employees the ...

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Financial Adviser Assistant information

See Reno, NV salary details

$28.4K

$54.1K

$90.7K

How much do financial adviser assistant jobs pay per year?

As of Aug 8, 2026, the average yearly pay for financial adviser 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 common challenges financial adviser assistants face when supporting multiple advisers?

Financial Adviser Assistants often juggle responsibilities for several advisers, which can present challenges in prioritizing tasks, managing conflicting schedules, and maintaining attention to detail across various client accounts. Effective communication and strong organizational skills are essential to ensure deadlines are met and adviser needs are efficiently addressed. Many assistants use digital tools and workflow management systems to stay organized and proactively anticipate advisers' needs, which helps streamline daily operations and supports a collaborative team environment.

What is a financial adviser assistant?

Financial Adviser Assistants are professionals who support financial advisers in managing client accounts, preparing financial documents, and handling administrative tasks. They often serve as the first point of contact for clients, help schedule meetings, and ensure all paperwork complies with regulations. Their role allows advisers to focus more on client relationships and developing financial strategies. Financial Adviser Assistants need strong organizational skills, attention to detail, and knowledge of financial products and services.

What are the key skills and qualifications needed to thrive as a financial adviser assistant?

To thrive as a Financial Adviser Assistant, you need strong organizational skills, attention to detail, and foundational knowledge of finance or business, often supported by an associate’s degree or relevant coursework. Familiarity with financial planning software, CRM systems, and Microsoft Office Suite is typically expected, and certifications like FINRA Series 6 or 7 can be advantageous. Exceptional communication, discretion, and a client-focused mindset help distinguish top performers in this role. These skills are crucial for ensuring accurate support to advisers, maintaining client trust, and facilitating seamless financial operations.
What are the most commonly searched types of Financial Adviser jobs in Reno, NV? The most popular types of Financial Adviser jobs in Reno, NV are:
Financial Adviser Assistant jobs near you
Infographic showing various Financial Adviser Assistant job openings in Reno, NV as of August 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 100% In-person job distribution, with an average salary of $54,086 per year, or $26 per hour.

Salesforce Administrator - Financial Services

Dunham & Associates Investment Counsel, Inc.

Reno, NV • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Salesforce Administrator /
Application Support Engineer
Dunham & Associates Holdings, Inc. and its subsidiaries (collectively, "Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states.
Dunham & Associates Investment Counsel, Inc. (DAIC), a subsidiary of Dunham, is an independently owned, registered Broker/Dealer and Investment Adviser helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services.
Bring your drive and a great attitude to Dunham, 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.
As a Salesforce Administrator, you will be responsible for ensuring that all Dunham information systems are properly working - from end-user setup and troubleshooting to data center administration and support. This is not a remote or hybrid opportunity, the position requires Reno local residency and in-office work. Applicants must be authorized to work for any employer in the United States. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Job Summary (Purpose of Role)
Serve as the primary Salesforce Administrator and internal application systems resource, responsible for the design, configuration, optimization, and ongoing support of the Salesforce platform and related business applications. This role requires independent judgment in analyzing business requirements, designing system solutions, and implementing scalable configurations and enhancements.
The position combines Salesforce administration with application support, light development (Apex, integrations), and process automation, while contributing to system governance, data integrity, and continuous improvement initiatives.
Essential Functions (Primary Responsibilities)
Salesforce Administration & System Design
  • Serve as the primary administrator and subject matter expert for Salesforce, including system configuration, data architecture, security model, and platform optimization
  • Analyze business requirements and design scalable Salesforce solutions, including objects, fields, automation, and reporting structures
  • Maintain and enforce data governance standards, including data quality, deduplication strategies, and data lifecycle management
  • Configure and enhance workflows, Flows, validation rules, and reporting to support evolving business processes
  • Manage and support integrations between Salesforce and internal/external systems
Application Development & Automation
  • Develop and maintain Apex code, automation logic, and system enhancements where declarative tools are insufficient
  • Design and implement process automation to improve operational efficiency and reduce manual effort
  • Support system releases, testing, and deployment processes across environments
  • Evaluate and implement new platform capabilities and third-party tools
Application Support & System Optimization
  • Provide Tier 2/3 application support for Salesforce and related business systems, including troubleshooting complex issues and performing root cause analysis
  • Monitor system performance and proactively identify opportunities for improvement
  • Develop and maintain system documentation, standards, and best practices
  • Deliver user enablement through training, guidance, and documentation
Continuous Improvement & Innovation
  • Identify and lead initiatives to improve system functionality, automation, and data usability
  • Partner with business and IT stakeholders to align system capabilities with organizational objectives
  • Evaluate emerging technologies, including AI and automation tools, to enhance system capabilities and user productivity
Secondary Responsibilities
  • Provide limited support for broader IT systems and applications, primarily as it relates to application functionality and integration points
  • Assist with system-related troubleshooting in coordination with infrastructure or support teams
  • Support data backup validation, system maintenance activities, and environment management as needed
Education & Certifications
  • Bachelor's degree in Information Systems, Computer Science, or related field preferred (or equivalent experience)
  • Salesforce Administrator Certification required or strongly preferred
  • Additional certifications (Advanced Admin, Platform Developer I, or related) are a plus
Experience Required
  • 3-5 years of Salesforce administration experience with increasing responsibility
  • Experience designing and implementing Salesforce solutions (configuration, automation, reporting)
  • Working knowledge of Apex, SOQL, and platform development concepts
  • Experience supporting business-critical applications in a professional environment
  • Familiarity with system integrations, APIs, and data management tools
Preferred:
  • Experience in financial services or regulated environments
  • Exposure to AI tools, automation platforms, or advanced analytics
  • Understanding of system security principles and access control models
Core Competencies / Skills
  • Strong analytical and systems-thinking capabilities
  • Ability to exercise independent judgment in system design and problem resolution
  • Strong attention to detail, particularly in data and configuration accuracy
  • Effective communication with both technical and business stakeholders
  • Ability to manage multiple initiatives and priorities simultaneously
  • Continuous learning mindset with interest in emerging technologies

Salary commensurate with experience to include education and certifications:
$80,000 - $100,000 salary
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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