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

Mariner

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 ...

SupplyHouse

Fulfillment Associate (NV)

Cold Springs, NV

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

SupplyHouse

Fulfillment Associate (NV)

Dayton, NV

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

SupplyHouse

Fulfillment Associate (NV)

Sun Valley, NV

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

SupplyHouse

Fulfillment Associate (NV)

Incline Village, NV

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

SupplyHouse

Fulfillment Associate (NV)

Spanish Springs, NV

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

SupplyHouse

Fulfillment Associate (NV)

Sparks, NV

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

SupplyHouse

Fulfillment Associate (NV)

Reno, NV

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

SupplyHouse

Fulfillment Associate (NV)

Carson City, NV

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

SupplyHouse.com

Fulfillment Associate (NV)

Reno, NV

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

SupplyHouse.com

Fulfillment Associate (NV)

Reno, NV · On-site

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

SupplyHouse

Maintenance Associate

Reno, NV

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

SupplyHouse.com

Maintenance Associate

Reno, NV

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

SupplyHouse.com

Fulfillment Associate (NV)

Reno, NV · On-site

$20 - $21/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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

SupplyHouse.com

Maintenance Associate

Reno, NV · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Reno, NV

Financial Planning Associate information

See Reno, NV salary details

$13

$31

$67

How much do financial planning associate jobs pay per hour?

As of Aug 16, 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 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 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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Reno, NV as of August 2026, with employment types broken down into 83% Full Time, and 17% Contract. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $66,287 per year, or $31.9 per hour.

Senior Wealth Advisor

Mariner

Reno, NV • On-site

$150K - $350K/yr

Full-time

Re-posted 25 days ago

Job description

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's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
  • Participate in building new client relationships in collaboration with strategic partners
  • Commitment to advanced continuing education and team development at all levels
  • 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 organization that provides relevant experience
  • Series 65, CFP or CFA required

Skills And Knowledge
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Depth of experience working with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management, and communication skills
  • Demonstrated talent development experience, as well as training and mentoring new staff
  • Excellent organizational and time management skills in a high energy environment to manage multiple priorities
  • Strong attention to detail

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
#LI-AB1
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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