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Wealth Advisor Jobs in Reno, NV (NOW HIRING)

KEYSTONE CPAS LLC

KWA Wealth Advisor

Reno, NV

$36K - $60K/yr

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 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, NV • Henderson / Las Vegas, NV About Keystone Wealth Advisors Keystone Wealth Advisors is part of ...

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, NV • Henderson / Las Vegas, NV About Keystone Wealth Advisors Keystone Wealth Advisors is part of ...

Mariner

Senior Wealth Advisor

Reno, NV · On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

US Bank

Wealth Management Advisor- Reno Main

Reno, NV

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

U.S. Bank

Wealth Management Advisor- Reno Main

Reno, NV · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

Anew Recruiting

EVP Trust - Reno

Reno, NV · On-site

$200K - $250K/yr

Meet directly with clients, attorneys, CPAs, RIAs, and other advisors regarding estate planning, fiduciary administration, wealth transfer strategies, and trust matters. * Deliver a high-touch ...

Northwestern Mutual

Financial Advisor

Reno, NV · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Wealth Management Company ® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

Northwestern Mutual

Financial Advisor

Reno, NV

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... Wealth Management Company ® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and ...

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All JobsWealth Advisor JobsWealth Advisor Jobs in Reno, NV

Wealth Advisor information

See Reno, NV salary details

$46.9K

$102.8K

$148.1K

How much do wealth advisor jobs pay per year?

As of Jul 19, 2026, the average yearly pay for wealth advisor in Reno, NV is $102,777.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,300.00 and $123,100.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

What are some common challenges Wealth Advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

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

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.
What are popular job titles related to Wealth Advisor jobs in Reno, NV? For Wealth Advisor jobs in Reno, NV, the most frequently searched job titles are:
What job categories do people searching Wealth Advisor jobs in Reno, NV look for? The top searched job categories for Wealth Advisor jobs in Reno, NV are:
Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in Reno, NV as of July 2026, with employment types broken down into 91% Full Time, 8% Part Time, and 1% Contract. Highlights an 71% Physical, 3% Hybrid, and 26% Remote job distribution, with an average salary of $102,777 per year, or $49.4 per hour.

KWA Wealth Advisor

KEYSTONE CPAS LLC

Reno, NV

$36K - $60K/yr

Other

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.

Apply