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Investment Advisor Associate Jobs in Nevada (NOW HIRING)

Great Gray

Advisor Service Associate

Las Vegas, NV

The Role RPAG is looking to add an Advisor Service Associate on our Customer Support team . This is ... CITs are more than just an investment vehicle. They represent a forward-thinking approach to ...

Great Gray

Advisor Service Associate

Las Vegas, NV · On-site

The Role RPAG is looking to add an Advisor Service Associate on our Customer Support teamThis is a ... CITs are more than just an investment vehicle. They represent a forward-thinking approach to ...

Great Gray

Advisor Service Associate

Las Vegas, NV · On-site

The Role RPAG is looking to add an Advisor Service Associate on our Customer Support team . This is ... CITs are more than just an investment vehicle. They represent a forward-thinking approach to ...

KeyState

Associate - Tax Credit Investments

Las Vegas, NV · On-site

$55K - $74K/yr

... advisors, independent engineers, appraisers, etc.) to establish and monitor workstreams ... Prepare financial analyses in support of contract negotiations and project investment decisions.

Mariner

Senior Wealth Advisor

Reno, NV · On-site

$150K - $350K/yr

... customized investment portfolios * Participate in building new client relationships in ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

Blue Compass RV

Service Advisor

Reno, NV · On-site

Service Advisor Opportunity at Blue Compass RV Start your journey with Blue Compass RV as we are ... associates. You are not just an employee you are family. We invest in our team through training ...

New

Blue Compass RV Reno

Service Advisor

Reno, NV · On-site

The Service Advisor plays a critical role in delivering exceptional customer experience while ... and associates. You are not just an employee - you are family. We invest in our team through ...

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All JobsInvestment Advisor Associate JobsInvestment Advisor Associate Jobs in Nevada

Investment Advisor Associate information

See Nevada salary details

$39.2K

$68.4K

$114.6K

How much do investment advisor associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for investment advisor associate in Nevada is $68,386.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,700.00 and $84,000.00 per year, depending on experience, location, and employer.

What is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

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

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an investment advisor associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.
What are the most commonly searched types of Investment Advisor jobs in Nevada? The most popular types of Investment Advisor jobs in Nevada are:
What are popular job titles related to Investment Advisor Associate jobs in Nevada? For Investment Advisor Associate jobs in Nevada, the most frequently searched job titles are:
What job categories do people searching Investment Advisor Associate jobs in Nevada look for? The top searched job categories for Investment Advisor Associate jobs in Nevada are:
What cities in Nevada are hiring for Investment Advisor Associate jobs? Cities in Nevada with the most Investment Advisor Associate job openings:
Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in Nevada as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $68,386 per year, or $32.9 per hour.

Advisor Service Associate

Great Gray

Las Vegas, NV

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 4 days ago

Job description

Why Great Gray Group & RPAG?
RPAG is a wholly owned subsidiary of Great Gray Group, LLC. Acquired in 2024, RPAG hosts the industry's leading retirement plan practice management platform. Designed for elite advisors and institutions, our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our efficient and scalable technology platform provides our members with actionable insights, allowing them to make data-driven decisions for their retirement plan clients.
 
At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. 

The Role
RPAG is looking to add an Advisor Service Associate on our Customer Support team. This is a customer-facing role responsible for providing a best-in-class service experience for our retirement plan advisor clients. Strong communication skills are a must, as the role includes building and maintaining working relationships with team members, vendors and other departments throughout the organization.
 
Please note - this role works a Mon-Fri shift from 7:30AM PT - 4:30PM PT
 
Location
This position will work from our Las Vegas, NV office. Great Gray Group currently supports a hybrid work model with 4 days onsite, and 1 day remote.
 
Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.
 
Responsibilities 
       Field and respond to inbound phone calls and email correspondence regarding our proprietary Advisor Web Portal
       Effectively and succinctly engage with clients (financial advisors) to communicate the features and value-add functionality included in the Advisor Portal
       Lead advisor onboarding activities and implementations as well as serve as the main point of contact for new advisor clients once established
       Conduct demonstrations and trainings on new technology features and technology capabilities, both in virtually and in-person
       Ability to attend/travel to company events to interact with clients, conduct demos, and assist with event logistics/preparations (minimal travel is expected -approximately 1-2 weeks per year)
       Create and analyze fee and investment reports - interpret, communicate and make recommendations regarding findings
       Complete other related duties as assigned
 
Qualifications & Experience
       Bachelor's degree
       1-3 years of relevant work experience in the financial services or retirement/investment planning industry
       Proficient use of applicable technology including our client web portal
       Strong customer service orientation and ability to build relationships and trust with internal and external clients and other key stakeholders  
       Strong communication skills when working with clients, peers, senior management, team members and vendors
       Ability to manage multiple projects and deliverables simultaneously
       Excellent written/verbal communication skills and use of grammar
       Excellent organizational skills and attention to detail - timely and accurate follow-up is key!
       Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
       Commitment to culture requires a demonstration of professionalism, attendance, accountability, customer/client focus, and teamwork
Benefits
We have a comprehensive and competitive benefits package at Great Gray. Some of the highlights are:
         Be an integral part of a high-growth organization!
         Competitive compensation package
         Group medical, dental and vision insurance
         Employer-paid life and disability insurance
         Annual well-being stipend
         Eligible employees may also contribute to a 401(k) plan with an advantageous employer contribution model, upholding our mission to support our employees in retirement
 
Company Background 
Great Gray is the leading independent provider of trustee and administrative services to Collective Investment Trusts ("CITs"), with over $370 billion in CIT assets under management, across more than 1,020 funds. We proudly work with more than 80 subadvisors, including leading firms such as AllianceBernstein, American Funds, BlackRock, Franklin Templeton, MetLife, Neuberger Berman, PGIM, PIMCO and Raymond James. 
 
CITs are more than just an investment vehicle. They represent a forward-thinking approach to retirement planning. These tax-exempt, pooled investment vehicles are offered to employer-sponsored retirement plans, like 401(k)s. CITs are comparable to mutual funds, but, because they are tailored for the institutional retirement market, they can offer distinct advantages, including efficient administration and cost-effectiveness. CITs have a history dating back over 90 years; but they have gained favor over the past decade, driven by innovations, and Great Gray has been at the forefront.
 
Great Gray has consistently delivered year-over-year growth at an above market rate and is investing in the continued development of its core CIT business as well as complementary administrative services and technology solutions for the retirement market.
 
Madison Dearborn Partners ("MDP") purchased Great Gray from Wilmington Trust in April 2023. As a result, Great Gray is an independent company owned by funds affiliated with MDP.
 
Investor Background 
MDP is a leading private equity investment firm based in Chicago. Since MDP's formation in 1992, the firm has raised aggregate capital of over $37 billion and has completed over 160 platform investments across nine flagship funds. MDP invests across five dedicated industry verticals, including financial services, healthcare, technology and government services.
 
Equal Employment Opportunity Policy
Great Gray Group, LLC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, disability status or other non-merit factor.
 
Accommodation Statement
Great Gray is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or need to request an accommodation for any part of our application or interview process, please contact us at: [email protected]
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