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Wealth Management Associate Jobs in Reno, NV (NOW HIRING)

Senior Wealth Advisor

Reno, NV ยท On-site

$150K - $350K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

Tax Associate

Sparks, NV ยท On-site

$59K - $79K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Tax Associate

Carson City, NV

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Tax Associate

Carson City, NV ยท On-site

$57K - $76K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

Tax Associate

Sparks, NV

$59K - $79K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

M&A Associate - AI Trainer

Sparks, NV ยท Remote

$50 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

M&A Associate - AI Trainer

Reno, NV ยท Remote

$50 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Associate Discounts and Community Giveback Programs * College Tuition Savings Program * Caring ... management, wealth management and dental-specific technology solutions. These services are ...

Associate Discounts and Community Giveback Programs * College Tuition Savings Program * Caring ... management, wealth management and dental-specific technology solutions. These services are ...

Customer Service Associate I

Carson City, NV ยท On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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Wealth Management Associate information

See Reno, NV salary details

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$19

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How much do wealth management associate jobs pay per hour?

As of Jul 2, 2026, the average hourly pay for wealth management associate in Reno, NV is $19.70, according to ZipRecruiter salary data. Most workers in this role earn between $14.76 and $20.48 per hour, depending on experience, location, and employer.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
What are the most commonly searched types of Wealth Management jobs in Reno, NV? The most popular types of Wealth Management jobs in Reno, NV are:
What job categories do people searching Wealth Management Associate jobs in Reno, NV look for? The top searched job categories for Wealth Management Associate jobs in Reno, NV are:
What cities near Reno, NV are hiring for Wealth Management Associate jobs? Cities near Reno, NV with the most Wealth Management Associate job openings:
Infographic showing various Wealth Management Associate job openings in Reno, NV as of June 2026, with employment types broken down into 65% Full Time, 27% Part Time, 2% Temporary, 4% Contract, and 2% Nights. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $40,966 per year, or $19.7 per hour.
Senior Wealth Advisor

Senior Wealth Advisor

Mariner

Reno, NV โ€ข On-site

$150K - $350K/yr

Full-time

Posted 10 days ago


Job description

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's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
  • Participate in building new client relationships in collaboration with strategic partners
  • Commitment to advanced continuing education and team development at all levels
  • Train and mentor associates across the wealth advisory team

Qualifications
  • Bachelor's degree required
  • 10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
  • Series 65, CFP or CFA required

Skills And Knowledge
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Depth of experience working with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management, and communication skills
  • Demonstrated talent development experience, as well as training and mentoring new staff
  • Excellent organizational and time management skills in a high energy environment to manage multiple priorities
  • Strong attention to detail

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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