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

Eide Bailly LLP

Assurance Associate

Reno, NV · On-site

In-office A typical day as an Assurance Associate is performing audit, review, and compilation ... financial statement, and audit report preparation. Assists with planning and scheduling engagements.

Raising Cane's

Customer Service Associate

Reno, NV · On-site

$14.50/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Reno, NV · On-site

$14.50/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Reno, NV · On-site

$14.50/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Reno, NV · On-site

$14.50/hr

We are looking to hire Customer Service Associates who can thrive in an upbeat and fast-paced ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Fastenal

Warehouse Associate

Reno, NV · On-site

$16 - $19/hr

... planning and prioritizing abilities o Highly motivated, self directed and customer service oriented ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Fastenal Company

Warehouse Associate

Reno, NV · On-site

$16 - $19/hr

... planning and prioritizing abilities o Highly motivated, self directed and customer service oriented ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Fastenal Company

Sales Associate

Reno, NV · On-site

$14 - $19/hr

... planning and prioritizing abilities o Exhibit strong problem solving, deductive reasoning and ... As a growth company with a solid financial position, we are committed to training, promoting from ...

SupplyHouse.com

Replenishment Supervisor

Reno, NV · On-site

$66K - $83K/yr

Assign work to replenishment associates * Ensure priority replenishments and non-priority ... Confidential mental health, financial planning, and legal support through our Employee Assistance ...

SupplyHouse.com

Replenishment Supervisor

Reno, NV · On-site

$66K - $83K/yr

Assign work to replenishment associates * Ensure priority replenishments and non-priority ... Confidential mental health, financial planning, and legal support through our Employee Assistance ...

SupplyHouse

Replenishment Supervisor

Reno, NV

$66K - $83K/yr

Assign work to replenishment associates * Ensure priority replenishments and non-priority ... Confidential mental health, financial planning, and legal support through our Employee Assistance ...

SupplyHouse

Replenishment Supervisor

Reno, NV

$66K - $83K/yr

Assign work to replenishment associates * Ensure priority replenishments and non-priority ... Confidential mental health, financial planning, and legal support through our Employee Assistance ...

Wireless Vision

Retail Associate Manager

Sparks, NV · On-site

$14.44/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

Wireless Vision

Retail Associate Manager

Sparks, NV

$14.44/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

Wireless Vision

Retail Associate Manager

Sparks, NV · On-site

$14.44/hr

Active participation in the planning and execution of store meetings to prepare for launches and ... Student financial assistance * Medical, dental and vision benefits * Phone service discounts

Fastenal Company

Supply Chain Associate

Reno, NV · On-site

... planning and prioritizing abilities o Exhibit strong problem solving, deductive reasoning and ... As a growth company with a solid financial position, we are committed to training, promoting from ...

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Showing results 21-40

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 10, 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.

Assurance Associate

Eide Bailly LLP

Reno, NV • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

Eide Bailly rating

8.2

Company rating: 8.2 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

9th of 22 rated bookkeepers and accountants

Job description

Location: Reno, NV

Work Arrangement: In-office

A typical day as an Assurance Associate is performing audit, review, and compilation procedures for clients in a variety of industries. Works with all phases of client engagements including workpaper, financial statement, and audit report preparation. Assists with planning and scheduling engagements. The role may also include the following:

  • Participates in client engagement meetings to determine timelines and objectives of an audit.
  • Performs audit, review, and compilation procedures for clients.
  • Analyzes and prepares trial balances, complex financial statements and audit reports using audit software programs, Word, and Excel.
  • Performs schedule computations of accruals, property, and equipment, calculates depreciation expenses and long-term debt schedules for clients.
  • Reconciles accounting information to control accounts.
  • Assists with financial analysis upon completion of fieldwork to improve client internal controls and accounting procedures.
  • Assists in proofing financial statements and other accounting documents.
  • Maintains awareness of general business trends and issues and applies that knowledge to client issues and solutions.
  • Performs field work at client locations as necessary. 
  • Attends training seminars, professional development, and networking events.
  • Ensures timely and accurate performance on assigned projects.
  • Maintains compliance with project budgets, turnaround times, and deadlines.

Who You Are

  • Bachelor’s degree in accounting required.
  • 1-2 years of experience auditing in a public accounting setting.
  • Valid CPA license or working towards obtaining CPA license preferred.
  • Knowledge of auditing standards and accounting principles.
  • Demonstrates critical and analytical thinking skills.
  • Ability to communicate clearly in writing and verbally.
  • Ability to work on multiple projects and meet deadlines by setting priorities with work projects.
  • Ability to establish and maintain effective working relationships with co-workers and clients. 
  • Proficient with computers, Microsoft Office (Word and Excel) and use of various software packages. 

Must be authorized to work in the United States now or in the future without visa sponsorship.

Making an Impact Together

People join Eide Bailly for the opportunities and stay because of the culture. At Eide Bailly, we've built a collaborative workplace based on integrity, authenticity, and support for one another. You'll find opportunities for education and career growth, a team dedicated to your success, and benefits that put your family's needs first. Hear what our employees have to say about working at Eide Bailly.  

Compensation 

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Benefits

Beyond base compensation, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.

Next Steps

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to learn more about us on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

Eide Bailly is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.

#LI-AH1

Qualifications:Education:UNAVAILABLEEmployment Type: FULL_TIME

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About Eide Bailly

Sourced by ZipRecruiter

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Fargo, ND, US

Year founded

1917

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