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Investment Advisor Assistant Jobs in Reno, NV (NOW HIRING)

Keystone CPAs LLC

KWA Wealth Advisor

Reno, NV · On-site

$36K - $60K/yr

Wealth Advisor / Wealth Advisor Partner Track Location: San Diego / La Jolla, CA * Sparks / Reno ... * Assist in the development and implementation of investment strategies aligned with client goals.

KEYSTONE CPAS LLC

KWA Wealth Advisor

Reno, NV

$36K - $60K/yr

Description Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track ... Assist in the development and implementation of investment strategies aligned with client goals.

Keystone CPAs LLC

KWA Wealth Advisor

Reno, NV · On-site

$36K - $60K/yr

Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San ... Assist in the development and implementation of investment strategies aligned with client goals ...

UFCU

Mortgage Advisor

Carson City, NV · On-site

... investment quality mortgage loans by taking loan applications in support of loan growth objectives ... assist with clearing of underwriting conditions as necessary; re-structure loan terms and programs ...

Keystone CPAs LLC

Tax Accountant - Austin

Reno, NV · On-site

$80K - $115K/yr

... trusted advisor. If you're looking for a firm that invests in your development while giving you ... You'll prepare and review tax returns, assist with tax planning, conduct research, and collaborate ...

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All JobsInvestment Advisor JobsInvestment Advisor Assistant JobsInvestment Advisor Assistant Jobs in Reno, NV

Investment Advisor Assistant information

See Reno, NV salary details

$28.4K

$54.1K

$90.7K

How much do investment advisor assistant jobs pay per year?

As of Aug 17, 2026, the average yearly pay for investment advisor assistant in Reno, NV is $54,086.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $62,800.00 per year, depending on experience, location, and employer.

What is an investment advisor assistant?

Investment Advisor Assistants are professionals who support investment advisors or financial planners by performing administrative, clerical, and client service tasks. Their responsibilities often include preparing reports, scheduling client meetings, managing correspondence, updating client records, and assisting with research on investment products. They help ensure that advisors can focus on providing personalized financial advice, while maintaining smooth office operations and high levels of client satisfaction.

What does an investment advisor assistant do?

An Investment Advisor Assistant plays a vital role in maintaining strong advisor-client relationships by handling administrative tasks such as scheduling meetings, preparing account documentation, processing client requests, and ensuring all client communications are timely and accurate. They often serve as the first point of contact for clients, addressing routine inquiries and relaying more complex concerns to the investment advisor. This support allows advisors to focus on portfolio management and strategic planning, while ensuring that clients receive prompt and attentive service.

What are the key skills and qualifications needed to thrive as an investment advisor assistant?

To thrive as an Investment Advisor Assistant, you need a solid understanding of financial services, investment products, and administrative support, typically supported by a degree in finance or business. Familiarity with financial planning software, CRM systems, and regulatory compliance tools is commonly required. Strong organizational skills, attention to detail, and effective communication set top performers apart in this role. These skills are crucial for ensuring accurate client support, maintaining regulatory standards, and contributing to the advisor’s efficiency and client satisfaction.

What is the difference between Investment Advisor Assistant vs Financial Advisor Assistant?

AspectInvestment Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, and possibly CFPSimilar certifications, often the same as Investment Advisor Assistant
Work EnvironmentSupports investment advisors in managing client portfoliosSupports financial advisors in client service and administrative tasks
Employer & IndustryFinancial services firms, investment firms, wealth managementFinancial planning firms, wealth management, banking
Search & Comparison IntentOften compared for roles supporting investment advisory servicesSimilar roles in financial planning support

The Investment Advisor Assistant and Financial Advisor Assistant roles share many similarities, including required certifications and work environments. Both support financial professionals in client management and administrative tasks within the financial services industry. The main difference lies in the focus: Investment Advisor Assistants primarily support investment advisors managing portfolios, while Financial Advisor Assistants often assist financial planners providing comprehensive financial planning services.

What are popular job titles related to Investment Advisor Assistant jobs in Reno, NV?

For Investment Advisor Assistant jobs in Reno, NV, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Assistant jobs in Reno, NV look for?

The top searched job categories for Investment Advisor Assistant jobs in Reno, NV are:

What cities near Reno, NV are hiring for Investment Advisor Assistant jobs?

Cities near Reno, NV with the most Investment Advisor Assistant job openings:

Investment Advisor Assistant jobs near you
Infographic showing various Investment Advisor Assistant job openings in Reno, NV as of August 2026, with employment types broken down into 2% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $54,086 per year, or $26 per hour.

KWA Wealth Advisor

Keystone CPAs LLC

Reno, NV • On-site

$36K - $60K/yr

Full-time

Re-posted 12 days ago

Job description

Description:

Keystone Wealth Advisors

Position: Wealth Advisor / Wealth Advisor Partner Track

Location: San Diego / La Jolla, CA • Sparks / Reno, NV • Henderson / Las Vegas, NV

About Keystone Wealth Advisors

Keystone Wealth Advisors is part of the Keystone Companies, an integrated professional services platform combining Wealth Advisory, Tax & Accounting, and Business Brokerage. 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 deeper level of planning and insight than traditional advisory firms. Our clients benefit from coordinated guidance across investments, tax planning, business ownership, risk management, and exit planning. As our firm continues to grow, we are expanding our team of advisors who are passionate about delivering comprehensive, fiduciary-based advice.

Position Overview

We are seeking an ambitious and client-focused Wealth Advisor who is committed to developing expertise in holistic financial planning, investment management, and risk management. This role is well suited for an early-to-mid career advisor who values mentorship, professional development, and the opportunity to build a long-term advisory practice within a collaborative team environment.

Advisors at Keystone work closely with CPAs, business brokers, and other professionals to help clients make better financial decisions and achieve greater clarity around their financial futures.

Key Responsibilities

• Deliver comprehensive financial planning services including retirement, investment, tax-aware, and insurance planning.

• Serve as a trusted advisor to clients by building strong, long-term relationships.

• Collaborate with Keystone CPAs and Business Brokers to deliver integrated advice.

• Assist in the development and implementation of investment strategies aligned with client goals.

• Participate in business development efforts and contribute to the growth of the firm.

• Utilize planning technology and emerging advisory tools to enhance the client experience.

• Maintain the highest fiduciary and ethical standards in all client interactions.

Qualifications

• Series 65 or Series 66 license required.

• Life and Health Insurance license required or ability to obtain.

• CFP® certification, CEPA designation, or other advanced planning credentials are a plus.

• Strong foundation in financial planning and investment principles.

• Excellent communication and relationship management skills.

• Entrepreneurial mindset with motivation to grow a client base.

• Ability to work both independently and within a collaborative team environment.

Compensation Structure

This role offers a modest base salary in the range of $36,000–$60,000, combined with a fee-based and commission-based compensation structure designed to reward performance and long-term client relationships.

A transition and onboarding period of approximately 3–6 months is expected while the advisor becomes fully integrated into the firm's planning processes, systems, and client engagement model. During this period, Keystone provides mentorship, operational support, and resources to help advisors establish and grow their practice.

Why Join Keystone

• Access to an integrated platform combining Wealth Advisory, Tax & Accounting, and Business Brokerage.

• Opportunity to work with business owners and high-net-worth families.

• Collaborative culture focused on delivering exceptional client outcomes.

• Mentorship and professional development opportunities.

• Significant long-term income potential and possible partner-track opportunities.

How to Apply

If you are passionate about financial planning, enjoy helping clients make better financial decisions, and want to grow your career within a collaborative and entrepreneurial firm, we would welcome the opportunity to connect.

Requirements: