At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Reno and Sparks, NV
Reno, NV · On-site
$47K/yr
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
J.P. Morgan Wealth Management - Private Client Advisor - Reno and Sparks, NV
Reno, NV · On-site
$47K/yr
At least 2 years in a Financial Advisor role or equivalent financial services experience * Demonstrated success in client acquisition, cultivating and maintaining client relationships, and ...
Tax Advisor
$100K - $140K/yr
Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well ...
Tax Advisor
$100K - $140K/yr
Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our ...
Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial Insurance Agents ...
Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial Insurance Agents ...
Collaborate with COUNTRY Trust Bank ® Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial ® Insurance ...
Collaborate with COUNTRY Trust Bank ® Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial ® Insurance ...
Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial Insurance Agents ...
Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial Insurance Agents ...
KWA Wealth Advisor
$36K - $60K/yr
Our advisors collaborate closely with Keystone CPAs and Keystone Business Brokers to help clients align their business, financial, and personal goals. This integrated model allows us to deliver a ...
KWA Wealth Advisor
$36K - $60K/yr
Our advisors collaborate closely with Keystone CPAs and Keystone Business Brokers to help clients align their business, financial, and personal goals. This integrated model allows us to deliver a ...
Insurance Agent - Sparks, NV
Sparks, NV · On-site
Collaborate with COUNTRY Trust Bank ® Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial ® Insurance ...
Insurance Agent - Sparks, NV
Sparks, NV · On-site
Collaborate with COUNTRY Trust Bank ® Financial Advisors to inform clients of our financial products and services. * Establish an office and build a staff. We Offer COUNTRY Financial ® Insurance ...
KWA Wealth Advisor
Reno, NV · On-site
$36K - $60K/yr
Our advisors collaborate closely with Keystone CPAs and Keystone Business Brokers to help clients align their business, financial, and personal goals. This integrated model allows us to deliver a ...
KWA Wealth Advisor
Reno, NV · On-site
$36K - $60K/yr
Our advisors collaborate closely with Keystone CPAs and Keystone Business Brokers to help clients align their business, financial, and personal goals. This integrated model allows us to deliver a ...
KWA Wealth Advisor
Reno, NV · On-site
$36K - $60K/yr
Our advisors collaborate closely with Keystone CPAs and Keystone Business Brokers to help clients align their business, financial, and personal goals. This integrated model allows us to deliver a ...
Quick apply
KWA Wealth Advisor
Reno, NV · On-site
$36K - $60K/yr
Our advisors collaborate closely with Keystone CPAs and Keystone Business Brokers to help clients align their business, financial, and personal goals. This integrated model allows us to deliver a ...
Senior Wealth Advisor
Reno, NV · On-site
$150K - $350K/yr
The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...
Senior Wealth Advisor
Reno, NV · On-site
$150K - $350K/yr
The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...
Academic Advisor 1 The Academic Advisor 1 is responsible for providing academic advising to ... their financial support from the employee and/or employee's spouse or domestic partner.Faculty ...
Academic Advisor 1 The Academic Advisor 1 is responsible for providing academic advising to ... their financial support from the employee and/or employee's spouse or domestic partner.Faculty ...
Financial Manager - Chief Financial Officer
Reno, NV · On-site
$126K/yr
This position serves as the Financial Manager and principal technical advisor to the Associate Director, with full delegated authority and responsibility for executing all resource and program ...
Financial Manager - Chief Financial Officer
Reno, NV · On-site
$126K/yr
This position serves as the Financial Manager and principal technical advisor to the Associate Director, with full delegated authority and responsibility for executing all resource and program ...
Director, Financial Reporting
$170K - $185K/yr
Stay current with changes in global accounting standards and advise leadership on their potential impact. Required Qualifications * Bachelor's degree in Accounting, Finance, or related field; CPA, CA ...
Director, Financial Reporting
$170K - $185K/yr
Stay current with changes in global accounting standards and advise leadership on their potential impact. Required Qualifications * Bachelor's degree in Accounting, Finance, or related field; CPA, CA ...
Director, Financial Reporting
Reno, NV · On-site
$170K - $185K/yr
Stay current with changes in global accounting standards and advise leadership on their potential impact. Required Qualifications * Bachelor's degree in Accounting, Finance, or related field; CPA, CA ...
Director, Financial Reporting
Reno, NV · On-site
$170K - $185K/yr
Stay current with changes in global accounting standards and advise leadership on their potential impact. Required Qualifications * Bachelor's degree in Accounting, Finance, or related field; CPA, CA ...
Wealth Management Advisor
Reno, NV · On-site
$65K - $80K/yr
Helping the customers and businesses we serve to make better and smarter financial decisions and ... The Wealth Management Advisor (WMA) position is the investment planning and investment and ...
Wealth Management Advisor
Reno, NV · On-site
$65K - $80K/yr
Helping the customers and businesses we serve to make better and smarter financial decisions and ... The Wealth Management Advisor (WMA) position is the investment planning and investment and ...
Wealth Management Advisor
$65K - $80K/yr
Helping the customers and businesses we serve to make better and smarter financial decisions and ... The Wealth Management Advisor (WMA) position is the investment planning and investment and ...
Wealth Management Advisor
$65K - $80K/yr
Helping the customers and businesses we serve to make better and smarter financial decisions and ... The Wealth Management Advisor (WMA) position is the investment planning and investment and ...
Financial Advisor information
See Reno, NV salary details
$35.9K - $45.7K
3% of jobs
$45.7K - $55.5K
3% of jobs
$55.5K - $65.3K
10% of jobs
$65.3K - $75.1K
9% of jobs
$75.3K is the 25th percentile. Wages below this are outliers.
$75.1K - $84.8K
11% of jobs
$84.8K - $94.6K
8% of jobs
The median wage is $101K / yr.
$94.6K - $104.4K
11% of jobs
$104.4K - $114.2K
10% of jobs
$114.2K - $124K
10% of jobs
$126.4K is the 75th percentile. Wages above this are outliers.
$124K - $133.8K
8% of jobs
$133.8K - $143.6K
19% of jobs
$35.9K
$101.8K
$143.6K
How much do financial advisor jobs pay per year?
How do Financial Advisors typically build and maintain client relationships in their day-to-day work?
Is $200,000 enough to work with a financial advisor?
What qualifications do you need to be a financial advisor?
What Do Financial Advisors Do?
Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.
What are the key skills and qualifications needed to thrive as a Financial Advisor, and why are they important?
Is Raymond James a fiduciary advisor?
Do financial advisors make good money?
What is the difference between Financial Advisor vs Financial Planner?
| Aspect | Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, ChFC | CFP, ChFC, CPA |
| Work Environment | Financial firms, banks, independent | Consulting firms, independent, or firms |
| Primary Focus | Investment advice, portfolio management | Comprehensive financial planning, estate, retirement |
| Industry Usage | Commonly used in finance and investment sectors | Used across finance, insurance, and planning services |
While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.
What does a Financial Advisor do?

Full-time
Medical, Retirement
Posted 15 days ago
JPMorgan Chase & Co. rating
8.1
Based on 469 frontline employees who took The Breakroom Quiz
46th of 141 rated banks
Job description
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP) certification is preferred
- Bachelor's degree preferred
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
What JPMorgan Chase & Co. employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US