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

UBS

Wealth Strategy Associate

Reno, NV · On-site

Key Responsibilities: • Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities • Prepare ...

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 ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Reno, NV

Financial Advisor Assistant information

See Reno, NV salary details

$28.4K

$54.1K

$90.7K

How much do financial advisor assistant jobs pay per year?

As of Aug 28, 2026, the average yearly pay for financial 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 the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

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

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

What are the most commonly searched types of Financial Advisor jobs in Reno, NV?

The most popular types of Financial Advisor jobs in Reno, NV are:

What are popular job titles related to Financial Advisor Assistant jobs in Reno, NV?

For Financial Advisor Assistant jobs in Reno, NV, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Assistant jobs in Reno, NV look for?

The top searched job categories for Financial Advisor Assistant jobs in Reno, NV are:

What cities near Reno, NV are hiring for Financial Advisor Assistant jobs?

Cities near Reno, NV with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Reno, NV as of August 2026, with employment types broken down into 75% Full Time, and 25% Contract. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $54,086 per year, or $26 per hour.

Wealth Strategy Associate

UBS

Reno, NV • On-site

Full-time

Re-posted 16 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

16th of 172 rated banks

Job description

Key responsibilities
A Wealth Strategy Associate provides support to the branch team in the development of wealth management
strategies and marketing efforts.
Key Responsibilities:
• Assist Financial Advisors with client/potential client meetings and provide support for client relationship building and business development activities
• Prepare supporting materials and sample reports that can be used repeatedly in client and potential client meetings
• Perform business analytics as needed to support Financial Advisors in the growth of the business
• Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and other marketing efforts
Key Deliverables:
• Leverage firm platform and develop financial plans for clients
• Develop customized asset allocation strategies and investment solutions for clients
• Analyze and interpret portfolio performance reviews and make recommendations to Financial Advisors for potential change
• Develop or customize marketing plans and materials for targeted at current and potential clients
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
You'll be working as part of Wealth Management Americas. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.
Your skills and experience
• SIE, Series 7, Series 66 or combined 63 and 65
• High school diploma or equivalent (college degree a plus)
• Proven written and verbal communication skills
• Independent, motivated, proactive and focused to take action
• Passionate about the client experience, with strong interpersonal skills
• Self-starter who is comfortable managing complex and evolving situations
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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