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

First Citizens Bank

Business Banker

Reno, NV · On-site

Overview Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you

First Citizens Bank

Business Banker

Reno, NV · On-site

Overview Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you

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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 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:
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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 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.
Remote M&A Associate - AI Trainer ($50-$60 per hour)

Remote M&A Associate - AI Trainer ($50-$60 per hour)

Data Annotation

Cold Springs, NV • Remote

$50 - $60/hr

Other

Posted 18 days ago

Job description

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

 

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

 

In this role, you might:

  • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

  • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

  • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

  • Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

 

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

 

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when

  • You work on your own schedule, on your own computer, from the comfort of your own home

  • Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects

 

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs

  • Evaluate the quality produced by AI models for correctness and performance

 

Qualifications:

  • Fluency in English (native or bilingual level)

  • Detail-oriented

  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management

  • A current, in progress, or completed Master's and/or PhD is preferred but not required

 

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Apply