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Remote Financial Advisor Trainee Jobs in Reno, NV

Catalyst Brands

Senior Analyst-Finance

Reno, NV · On-site +1

$57K - $95K/yr

As the financial advisor to facility leadership, you will translate operational activity into meaningful financial performance, identify opportunities for cost optimization, and help shape the future ...

Renown Health

Manager of Coding

Reno, NV · Remote

... trainee program. Nature and Scope Nature and Scope Text This position creates and oversees all ... This person is responsible for implementation of on-site and remote coding staff and support ...

Renown Health

Manager of Coding

Reno, NV · Remote

... trainee program. Nature and Scope Nature and Scope Text This position creates and oversees all ... This person is responsible for implementation of on-site and remote coding staff and support ...

VGW

Regulatory Counsel

Carson City, NV · On-site +1

... campaign finance laws. * Acting as a trusted advisor to leadership, providing clear, practical ... Find out more at www.vgw.co #LI-JG1 #LI-Remote Privacy Policy

WestLand Resources

Tribal Engagement Specialist

Reno, NV · On-site +1

$31 - $40/hr

Advise internal teams on Tribal cultural values, sensitivities, and engagement protocols to promote ... Flexible work schedules and remote/hybrid possibilities for most roles. * Multidisciplinary ...

New

WSP

Associate Civil Engineer, Mine Waste

Reno, NV · On-site +1

Comfortable working in remote settings. * Participating in and promoting a safety-first culture ... advisors and construction management professionals. WSP USA designs lasting solutions in the ...

All JobsRemote Financial Advisor Trainee JobsRemote Financial Advisor Trainee Jobs in Reno, NV

Remote Financial Advisor Trainee information

See Reno, NV salary details

$31.4K

$48.3K

$69.3K

How much do remote financial advisor trainee jobs pay per year?

As of Jun 26, 2026, the average yearly pay for remote financial advisor trainee in Reno, NV is $48,290.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $51,800.00 per year, depending on experience, location, and employer.

What is the difference between Remote Financial Advisor Trainee vs Remote Financial Advisor?

AspectRemote Financial Advisor TraineeRemote Financial Advisor
CertificationsTypically requires FINRA Series 7/66, CFP certification (in progress or completed)Must hold necessary licenses and certifications, such as Series 7, Series 66, CFP
Work EnvironmentTraining programs, supervised remote work, learning-focusedClient-facing, independent remote advising, portfolio management
Job RoleLearning and supporting financial advisors, preparing for certificationProviding financial advice, managing client portfolios independently

The main difference is that a Remote Financial Advisor Trainee is in a learning phase, focusing on gaining certifications and experience, while a Remote Financial Advisor is fully qualified to advise clients independently. Trainees support advisors and build skills, whereas advisors manage client relationships and portfolios remotely.

What are popular job titles related to Remote Financial Advisor Trainee jobs in Reno, NV? For Remote Financial Advisor Trainee jobs in Reno, NV, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Trainee jobs in Reno, NV look for? The top searched job categories for Remote Financial Advisor Trainee jobs in Reno, NV are:
Remote Financial Advisor Trainee jobs near you
Financial Advisor (CFA or CFP) - AI Trainer

Financial Advisor (CFA or CFP) - AI Trainer

micro1 AI

Sparks, NV • Remote

$80 - $110/hr

Part-time

Posted 10 days ago

Job description

Job Title: Financial Advisor (CFA or CFP)


Job Type: Contractor - US ONLY


Location: Remote


Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Key Responsibilities:

  1. Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
  2. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
  3. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
  4. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
  5. Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
  6. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
  7. Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.


Required Skills and Qualifications:

  1. 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  2. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
  3. CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
  4. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
  5. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
  6. Experience mentoring others, developing workflows, or standardizing planning processes.
  7. Comfort working asynchronously and independently in a remote setting.


Preferred Qualifications:

  1. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Background designing or improving standardized planning processes or digital advisory journeys.
  3. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.

Apply