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

Dollartree

Customer Service Associate

Reno, NV · On-site

$14.50 - $20/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 ...

Dollar Tree

Customer Service Associate

Reno, NV · On-site

$14.50 - $20/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 ...

Dollartree

Customer Service Associate I

Reno, NV · On-site

$14.50 - $20/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 ...

Dollar Tree

Customer Service Associate I

Sparks, NV · On-site

$14.75 - $20.50/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 ...

Dollar Tree

Customer Service Associate I

Carson City, NV · 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 ...

Dollartree

Customer Service Associate I

Reno, NV · On-site

$14.50 - $20/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 ...

Dollar Tree

Customer Service Associate I

Reno, NV · On-site

$14.50 - $20/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 ...

Dollar Tree

Customer Service Associate I

Minden, NV · On-site

$14.50 - $20.25/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 ...

Dollar Tree

Customer Service Associate I

Reno, NV · On-site

$14.50 - $20/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 ...

Dollar Tree

Customer Service Associate I

Reno, NV · On-site

$14.50 - $20/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 ...

Dollar Tree

Customer Service Associate I

Dayton, NV · On-site

$13.75 - $19/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 ...

Dollar Tree

Customer Service Associate I

Carson City, NV · 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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Showing results 21-40

All JobsWealth Management Associate JobsWealth Management Associate Jobs in Reno, NV

Wealth Management Associate information

See Reno, NV salary details

$10

$19

$32

How much do wealth management associate jobs pay per hour?

As of Jul 24, 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 are popular job titles related to Wealth Management Associate jobs in Reno, NV? For Wealth Management Associate jobs in Reno, NV, the most frequently searched job titles 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:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Reno, NV as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,206 per year, or $19.8 per hour.
Billing & Accounting Coordinator - Trust Services

Billing & Accounting Coordinator - Trust Services

Dunham & Associates Investment Counsel, Inc.

Reno, NV • On-site

$23 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Job description

BILLING & ACCOUNTING COORDINATOR
Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and headquartered in Reno, Nevada, DTC serves high net worth and ultra-high net worth clients with additional offices in Las Vegas and Wyoming.
Bring your drive and a great attitude to Dunham Trust Company, and you will have the opportunity to grow with us professionally, personally, and financially. You will be part of a company that promotes from within, cares about your success, and rewards longevity.
We need an organized, skilled, and dedicated Billing & Accounting Coordinator in our new beautiful downtown Reno location. This is an onsite position. This position is full time for 40 hours per week, and this individual will be eligible for our generous benefits package while assuming responsibility for the following:
Job Summary:
The Billing & Accounting Coordinator provides accounting and administrative support for Dunham Trust Company, with primary responsibility for overseeing the client billing process for the Trust and Guardian divisions. This position ensures the accurate and timely processing of financial transactions, client invoicing, and account administration while supporting the Operations team with a variety of accounting and administrative functions.
Essential Responsibilities
  • Process accounts payable/receivable for the Trust and Guardian divisions.
  • Process outgoing ACH transfers, wire transfers, checks, and other client disbursements.
  • Prepare and generate invoices for Guardian and Case Management services.
  • Complete discharge accountings and facilitate the closing of client accounts.
  • Process incoming client payments and apply them accurately.
  • Assist with the review and verification of daily financial transactions.
  • Maintain electronic records by filing documentation in Laserfiche.
  • Reconcile credit card expenses and mileage reimbursements and allocate charges to appropriate client accounts.
  • Provide operational and administrative support for special projects and departmental initiatives.
  • Perform other duties as assigned.
  • This position is based in our downtown Reno office and requires regular on-site work.

Secondary Responsibilities
  • Answer and direct incoming telephone calls.
  • Process incoming and outgoing mail.
  • Provide administrative support to other team members as needed.

Education Required
  • High school diploma or GED.
Preferred
  • Associate degree (A.A.) in Accounting, Business, Finance, or a related field
Experience Required
  • Two to three years of experience in accounts payable, accounts receivable, billing, bookkeeping, or a similar accounting support role.
  • Strong organizational and time management skills with exceptional attention to detail.
  • Excellent written and verbal communication skills.
  • Proficiency with Microsoft Office applications, particularly Excel, Word, and Outlook.
Preferred
  • Bookkeeping experience.
  • Experience using Salesforce or another customer relationship management (CRM) system.
  • Experience working in financial services, trust administration, legal services, or a professional services environment.
Knowledge, Skills & Abilities
  • Exceptional attention to detail and accuracy.
  • Strong analytical and problem-solving skills.
  • Excellent data entry and recordkeeping skills.
  • Ability to prioritize multiple tasks while meeting deadlines.
  • Strong interpersonal and customer service skills.
  • Ability to communicate effectively with clients, attorneys, guardians, vendors, and internal team members.
  • Ability to work independently while contributing effectively as part of a collaborative team.
  • Demonstrated initiative, professionalism, and sound judgment when handling confidential information.

Salary DOE $23 to $28 per hour
Trust services offered through Dunham Trust, an independent trust company licensed and regulated by the State of Nevada, Department of Business and Industry, Financial Institution Division. Dunham Private Trust is the Wyoming division of Dunham Trust.
Dunham offers a complete benefits package to full-time employees who regularly work more than 30 hours per week. Interns and temporary employees are not eligible for these benefits.
Health & Welfare
Medical, Dental & Vision (choices vary by state)
Life and AD&D Insurance (company paid)
Short-Term & Long-Term Disability (company paid)
Flexible Spending Plan (FSA)
Employee Assistance Plan (company paid)
Domestic Partner benefits
Aflac
Other Great Benefits!
401(k) Plan with generous company match
Paid Time Off (PTO) and Holiday benefits
Company-Sponsored Events

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