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Senior Client Advisor Jobs in Reno, NV (NOW HIRING)

Whittier Trust

VP/SVP-Client Advisor

Reno, NV · On-site

$130K - $220K/yr

... advisors. * Participate with the investment officer in client meetings. * Coordinate with the investment department in the scheduling of clients' investment performance reviews and monitoring of ...

Whittier Trust

VP/SVP-Client Advisor

Reno, NV

$130K - $220K/yr

... advisors. * Participate with the investment officer in client meetings. * Coordinate with the investment department in the scheduling of clients' investment performance reviews and monitoring of ...

Mariner

Senior Wealth Advisor

Reno, NV · On-site

$150K - $350K/yr

Responsible for client relationship cultivation and retention, inspiring confidence through ... All Senior Wealth Advisors must have a clean U4 with no disclosures. #LI-AB1 We welcome your ...

Anew Recruiting

Trust Professional - All Levels

Reno, NV · On-site

$130K - $250K/yr

For more senior candidates, provide guidance and leadership on fiduciary practices, complex relationship management, and office growth initiatives. Client & Advisor Relationship Management * Develop ...

Sorren, Inc.

Assurance Senior Manager

Reno, NV · On-site

Develop and oversee engagement strategies, ensuring alignment with client objectives, risk ... Serve as a strategic advisor to clients, helping them interpret audit results and make informed ...

Sorren, Inc.

Tax Senior Manager

Reno, NV · On-site

... advisors as needed to deliver comprehensive client service Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal ...

West Yost

Senior Engineer - Treatment

Reno, NV

$109K - $159K/yr

... in the AEC Advisors Diversity Index. At West Yost, we are committed to being the water firm of ... Engage in client interaction throughout projects and coordinate with subconsultants. * Assist in ...

West Yost

Senior Engineer - Treatment

Reno, NV · On-site

$109K - $159K/yr

... in the AEC Advisors Diversity Index. At West Yost, we are committed to being the water firm of ... Engage in client interaction throughout projects and coordinate with subconsultants. * Assist in ...

West Yost

Senior Engineer - Treatment

Reno, NV · On-site

$109K - $159K/yr

... in the AEC Advisors Diversity Index. At West Yost, we are committed to being the water firm of ... Engage in client interaction throughout projects and coordinate with subconsultants. * Assist in ...

Keystone CPAs LLC

Senior Tax Accountant

Reno, NV · On-site

$62K - $118K/yr

... trusted advisor who drives meaningful tax savings for our clients. Key Responsibilities: * Tax ... Client Consultation : Engage with clients to understand their financial goals and tax strategies ...

Keystone CPAs LLC

Senior Tax Accountant, Reno

Reno, NV · On-site

$62K - $118K/yr

... trusted advisor who drives meaningful tax savings for our clients. Key Responsibilities: * Tax ... Client Consultation : Engage with clients to understand their financial goals and tax strategies ...

Gallagher

Senior Benefits Account Executive

Reno, NV · Hybrid

Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce ... Deliver measurable outcomes across client retention, satisfaction, and growth * Travel up to 25% of ...

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Senior Client Advisor information

See Reno, NV salary details

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How much do senior client advisor jobs pay per hour?

As of Jul 24, 2026, the average hourly pay for senior client advisor in Reno, NV is $27.69, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $34.76 per hour, depending on experience, location, and employer.

How does a Senior Client Advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What are the key skills and qualifications needed to thrive as a Senior Client Advisor, and why are they important?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What is a Senior Client Advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.
What job categories do people searching Senior Client Advisor jobs in Reno, NV look for? The top searched job categories for Senior Client Advisor jobs in Reno, NV are:
Senior Client Advisor jobs near you
VP/SVP-Client Advisor

VP/SVP-Client Advisor

Whittier Trust

Reno, NV • On-site

$130K - $220K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 26 days ago

Job description

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
PRIMARY RESPONSIBILITIES
  • The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements.
  • The position requires a working knowledge of the legal requirements that affect trusts under the Principal & Income Act and Prudent Investor Act, and community and separate property issues under the Family Code.
  • New business activities. Call on network contacts and prospects regarding the development of new business for the firm. Achieving calling and new business revenue goals is an essential part of the job and is a top priority.
  • Coordinate closely with other company departments (tax, insurance, operations, real estate, investment, and foundations) regarding client matters. Effective communication skills are essential.
  • Supervise and instruct others in the processes of opening accounts and closing accounts, transferring and distributing assets, drafting correspondence to clients, clients' families, agents, and professional advisors.
  • Participate with the investment officer in client meetings.
  • Coordinate with the investment department in the scheduling of clients' investment performance reviews and monitoring of investment trades.
  • Coordinate with operations and tax departments to provide clients or their professionals with appropriate information required for tax filings and the maintenance of accounting records.
  • Complete forms, prepare internal documentation, and present periodic account reviews.
  • Participation in other internal committees or task forces, such as Client Services or Marketing.
  • Provide extensive personal service to clients as required.
  • Additional tasks as assigned.

DESIRED EDUCATION
  • Bachelor's degree from an accredited 4-year university
  • Industry certification - CTFA, CFP, CFA, CPA
  • Advanced degree preferred - JD, MBA

DESIRED EXPERIENCE
  • Minimum ten-fifteen years' experience in a similar role with a successful track record in new business development.
  • Superior ability to identify and build relationships with qualified prospects and a proven outstanding business development track record
  • Established network of legal, accounting and insurance professionals in the area and surrounding communities.
  • Successful experience in a supervisory role.
  • Background in wealth management, client administration, and portfolio management or foundation services.

PERSONAL CHARACTERISTICS
  • Strong people skills
  • Client service focus
  • Effective verbal and written communication skills
  • High integrity with a diligent work ethic
  • Team/people-oriented
  • Highly organized with good time management skills
  • Meticulous attention to detail
  • Valid driver's license and the ability to travel by airplane.

COMPENSATIONA competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $130,000 - $220,000.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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