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Financial Planning Associate Jobs in Reno, NV (NOW HIRING)

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 ...

Senior Wealth Advisor

Reno, NV · On-site

$150K - $350K/yr

Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree required * 10+ years' experience working in a financial planning, accounting, legal or other ...

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...

Support Financial Planning Manager with reporting and analysis for broader Catalyst Brands ... Working at Catalyst means joining a dedicated team of associates who are encouraged to be uniquely ...

Senior Analyst-Finance

Reno, NV · On-site +1

$57K - $95K/yr

Support Financial Planning Manager with reporting and analysis for broader Catalyst Brands ... Working at Catalyst means joining a dedicated team of associates who are encouraged to be uniquely ...

We are looking for a new Maintenance Associate to join our growing Maintenance Team and Fulfillment ... Confidential mental health, financial planning, and legal support through our Employee Assistance ...

We are looking for a new Maintenance Associate to join our growing Maintenance Team and Fulfillment ... Confidential mental health, financial planning, and legal support through our Employee Assistance ...

We are looking for a new Maintenance Associate to join our growing Maintenance Team and Fulfillment ... Confidential mental health, financial planning, and legal support through our Employee Assistance ...

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Financial Planning Associate information

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How much do financial planning associate jobs pay per hour?

As of Jun 14, 2026, the average hourly pay for financial planning associate in Reno, NV is $31.87, according to ZipRecruiter salary data. Most workers in this role earn between $20.62 and $34.28 per hour, depending on experience, location, and employer.

What does an associate financial planner do?

An associate financial planner supports senior planners by gathering client financial information, preparing financial plans, and conducting research on investment options. They often use financial planning software and may assist with client meetings, gaining experience for certification such as the CFP credential.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What is a financial planning associate?

A financial planning associate is a professional who supports financial planners or advisors by gathering client information, preparing financial plans, and conducting research. They often use financial software and may need certifications like the CFP to advance in the field. The role typically involves strong analytical skills and knowledge of investment strategies and financial products.

What does a Financial Planning Associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a Financial Planning Associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

Is a CFP better than a CPA?

A Financial Planning Associate typically works with financial planning and may hold certifications like the CFP (Certified Financial Planner), which focuses on comprehensive financial advice. A CPA (Certified Public Accountant) specializes in accounting, tax, and auditing. The better credential depends on the specific job responsibilities and client needs; CFPs are more client-focused on financial planning, while CPAs are more accounting and tax-oriented.

Can financial advisors make $500,000 a year?

Financial Planning Associates typically earn salaries that vary based on experience, location, and client base. While some top-performing financial advisors can earn $500,000 or more annually through commissions, bonuses, and fees, this level of income is generally achieved after several years of experience and building a substantial client portfolio. High earnings often depend on strong sales skills, certifications like the CFP, and a robust network.
What are the most commonly searched types of Financial Planning jobs in Reno, NV? The most popular types of Financial Planning jobs in Reno, NV are:
What are popular job titles related to Financial Planning Associate jobs in Reno, NV? For Financial Planning Associate jobs in Reno, NV, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Reno, NV look for? The top searched job categories for Financial Planning Associate jobs in Reno, NV are:
What cities near Reno, NV are hiring for Financial Planning Associate jobs? Cities near Reno, NV with the most Financial Planning Associate job openings:
Infographic showing various Financial Planning Associate job openings in Reno, NV as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $66,287 per year, or $31.9 per hour.
Staff Finance Associate, Corporate

Staff Finance Associate, Corporate

Redwood Materials

Carson City, NV

Other

Posted 3 days ago


Job description

Staff Finance Associate, Corporate

Redwood Materials is currently seeking a Staff Finance Associate to join our FP&A team. Our finance function combines rigorous financial planning and analysis with direct strategic decision support for executive leadership and the board. The right candidate is a senior individual contributor who operates independently, manages complex modeling and reporting workstreams end-to-end, and produces outputs that reach the most senior levels of the organization.

Responsibilities will include:  

Consolidation & Financial Reporting 

  • Own the monthly consolidated financial outlook, integrating operational forecasts, corporate assumptions, and key risk factors into a unified view for leadership. 
  • Lead monthly close reporting cycles, including detailed variance analysis with clear narrative on drivers and implications. 
  • Develop and maintain management reporting packages distributed to the executive team and board of directors. 
  • Continuously improve the accuracy, timeliness, and clarity of consolidated financial reporting processes. 

Long-Range Modeling & Scenario Planning 

  • Support maintenance and refresh of the long-range financial model, incorporating updated operating assumptions, strategic initiatives, and market conditions on a quarterly basis. 
  • Build and run scenario analyses, sensitivities, and stress tests to support capital allocation and investment decisions. 
  • Develop analytical frameworks to evaluate strategic alternatives, new business opportunities, and trade-offs across the corporate portfolio. 
  • Partner with senior finance leadership to translate strategic priorities into quantified financial projections. 

Cash Flow Management & Planning 

  • Support consolidated cash flow forecasting by integrating actuals, purchase order activity, payment terms, and operational inputs into a reliable short- and long-range liquidity view. 
  • Drive working capital analysis and support initiatives to optimize receivables, payables, and inventory dynamics. 
  • Partner cross-functionally to ensure cash-relevant assumptions are accurate and consistently reflected across models. 

Actuals Tracking & Financial Controls 

  • Oversee accurate classification and reconciliation of financial actuals across revenue, cost, and investment categories. 
  • Conduct comprehensive monthly review and analysis of spend actuals, with variance commentary relative to plan and forecast. 
  • Identify and drive improvements in financial systems and tools to enhance reporting accuracy and efficiency. 

Board & Investor Communications 

  • Support preparation of board of directors financial materials, ensuring content is accurate, well-structured, and delivered on time. 
  • Support development of quarterly investor communications that clearly convey operational and financial performance and strategic progress. 
  • Translate complex financial data into concise, executive-ready narratives for board and investor audiences. 

Ad Hoc Analysis & Strategic Support 

  • Provide deep-dive analysis on high-impact financial and corporate decisions, including capital structure, liquidity, and organizational growth. 
  • Scope and structure ambiguous problems independently, delivering well-reasoned recommendations under tight timelines. 
  • Evaluate and recommend tools or process improvements that enhance the efficiency and quality of FP&A outputs. 

Desired Qualifications:

  • 5-8 years of increasingly complex experience in financial planning, analysis, and corporate-level modeling. 
  • Demonstrated ability to execute complex modeling and reporting workstreams with a high degree of independence and strong attention to detail. 
  • Strong background in consolidation, cash flow forecasting, and long-range financial modeling. 
  • Experience preparing materials for board of directors or C-suite audiences. 
  • Advanced Excel skills; able to build, adapt, and audit large financial models efficiently. 
  • Familiarity with ERP and financial planning systems; experience linking actuals data to forecast models a plus. 
  • Strong cross-functional partnership skills; able to influence and communicate clearly at all levels of management. 
  • Ability to develop structured frameworks and clear recommendations on ambiguous, high-stakes questions. 
  • Experience in manufacturing, energy, clean technology, or other capital-intensive industries a plus. 
  • Bachelor's degree in finance, accounting, engineering, or related field; Master's or CFA preferred.