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Wealth Advisor Jobs in Reno, NV (NOW HIRING)

Keystone CPAs LLC

Tax Manager, Estates and Trusts

Reno, NV · On-site

$122K - $182K/yr

What You'll Do As our Estates & Trusts Tax Manager (LLM), you'll work alongside attorneys, CPAs, and wealth advisors to deliver integrated, client-centered solutions. You'll lead trust and estate ...

Anew Recruiting

Trust Professional - All Levels

Reno, NV

$130K - $250K/yr

Serve as a trusted advisor to clients regarding trust administration, wealth transfer strategies, and fiduciary matters. * Collaborate with estate planning attorneys, CPAs, RIAs, family offices, and ...

Larson Financial Holdings, LLC

Financial Planner

Reno, NV · On-site

$75K - $101K/yr

As one of the nation's leading independent wealth management firms, we are committed to providing exceptional client experiences while fostering an entrepreneurial environment where advisors can ...

Michael Hohl Automotive

SERVICE ADVISOR

Carson City, NV · On-site

$68K - $79K/yr

The Service Advisor plays a pivotal role in ensuring exceptional customer service within the dealership service environment. This position serves as the primary point of contact between customers and ...

Whittier Trust

VP/SVP-Client Advisor

Reno, NV · On-site

$130K - $220K/yr

... wealth creators. Our corporate culture is one of client-focus, collaboration, performance and ... and professional advisors. * Participate with the investment officer in client meetings.

Whittier Trust

VP/SVP-Client Advisor

Reno, NV

$130K - $220K/yr

... wealth creators. Our corporate culture is one of client-focus, collaboration, performance and ... and professional advisors. * Participate with the investment officer in client meetings.

Whittier Trust

VP/SVP-Client Advisor

Reno, NV · On-site

$130K - $220K/yr

... wealth creators. Our corporate culture is one of client-focus, collaboration, performance and ... and professional advisors. * Participate with the investment officer in client meetings.

RBC

Client Associate/Registered Client Associate

Reno, NV · On-site

$45K - $70K/yr

Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. Become a ...

Blue Compass RV Reno

Service Advisor

Reno, NV · On-site

The Service Advisor plays a critical role in delivering exceptional customer experience while driving service department success. This position serves as the primary liaison between customers and ...

Audi Reno Tahoe

Automotive Service Advisor

Reno, NV · On-site

Service Advisor Audi Reno Tahoe | Findlay Automotive Group Do you love working with people, solving problems, and being the go-to expert? Ready to work with an iconic luxury brand in a high-energy ...

Audi Reno Tahoe

Automotive Service Advisor

Reno, NV · On-site

???? Service Advisor Audi Reno Tahoe | Findlay Automotive Group Do you love working with people, solving problems, and being the go‑to expert? Ready to work with an iconic luxury brand in a ...

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Showing results 21-40

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 Aug 7, 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 qualifications do you need to be a wealth advisor?

To become a wealth advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning tools, and compliance with industry regulations are also important.

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 do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends and financial products.

How much does a wealth advisor earn?

A wealth advisor's average annual salary typically ranges from $70,000 to $150,000, depending on experience, location, and client base. Many advisors also earn commissions or bonuses based on assets under management and performance.

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 August 2026, with employment types broken down into 91% Full Time, 6% Part Time, and 3% 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.

Licensed Life Insurance Advisor - Commission Based

CEO Life

Reno, NV • On-site

Other

Posted 8 days ago

Job description

Are you a credentialed life insurance producer who feels constrained by corporate caps, captive carrier limitations, or opaque lead structures?

We are expanding our network of established financial protection specialists. This 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure.

Core Objectives
  • Strategic Client Advisory: Analyze diverse client portfolios to structure and implement high-level wealth preservation and protection strategies.
  • Open Architecture Distribution: Dynamically quote, underwrite, and secure coverage utilizing our multi-carrier platform to deliver optimal client solutions.
  • Workflow Optimization: Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect pipelines and contract renewals.
  • Organizational Growth (Optional): Develop, scale, and mentor a private sub-agency within our framework to cultivate secondary override revenue streams.
The Advantages of Our Platform
  • Top-Tier Contract Levels: Access highly competitive, uncapped commission structures featuring performance-driven escalations.
  • Direct Cost Lead Access: Tap into high-conversion prospect streams at direct cost, retaining 100% of your generated commission with zero splits.
  • Immediate Equity Ownership: Enjoy total portability with complete ownership of your book of business starting on day one.
  • Day-One Vested Renewals: Establish long-term passive wealth via immediate vesting rights on all policy renewals.
  • Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.
  • Comprehensive Carrier Roster: Gain immediate appointments with highly rated providers spanning Term, IUL, Whole Life, and Final Expense products.
The Ideal Candidate Profile
  • Credentialed Specialist: Possess a valid, active Life and Health (or Life-only) lines authority in your home state.
  • Demonstrated Performance: Hold a documented background of stable production and a sophisticated grasp of the advanced sales cycle.
  • Autonomous Operator: Exhibit the self-discipline required to thrive in a remote setting while appreciating a high-caliber peer mastermind community.
  • Digitally Proficient: Adept at managing virtual communication platforms and modern client management software.
Onboarding Requirements
  • Valid resident state Life Insurance license.
  • Active Errors and Omissions (E&O) coverage.
  • Unrestricted authorization to contract within the United States.
  • Functional remote office environment equipped with stable, high-speed connectivity.
Financial Structure & Remuneration
  • Classification: 1099 Independent Broker (complete operational autonomy).
  • Front-End Revenue: Highly competitive advance commission schedules.
  • Residual Streams: Monthly recurring renewal income supplemented by production milestones.
  • Leadership Incentives: Management overrides for advisors focused on agency building and talent acquisition.
PandoLogic. Category:Insurance, Keywords:Insurance Consultant, Location:Reno, NV-89512
CEO Life logo

About CEO Life

Sourced by ZipRecruiter

Industry

Social networking services

Company size

11 - 50 Employees

Headquarters location

San Diego, CA, US

Year founded

2022

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