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

Dollar Tree

Store Manager Trainee

Reno, NV · On-site

$19.50 - $23.25/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Reno, NV · On-site

$19.50 - $23.25/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Reno, NV · On-site

$19.50 - $23.25/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... 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

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 ...

Lund Boats

Warehouse Associate

Sparks, NV · On-site

$16.25 - $19.50/hr

... Management Systems via handheld devices Locates, picks, packs and moves materials using material ... We value growth and development, recognizing that people come with a wealth of experience and ...

Brunswick

Warehouse Associate

Sparks, NV · On-site

$16.25 - $19.50/hr

... Management Systems via handheld devices Locates, picks, packs and moves materials using material ... We value growth and development, recognizing that people come with a wealth of experience and ...

Brunswick Corporation

Warehouse Associate

Sparks, NV · On-site

$16.25 - $19.50/hr

... Management Systems via handheld devices Locates, picks, packs and moves materials using material ... We value growth and development, recognizing that people come with a wealth of experience and ...

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

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 ...

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 ...

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 ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for wealth management associate in Reno, NV is $19.81, according to ZipRecruiter salary data. Most workers in this role earn between $14.86 and $20.62 per hour, depending on experience, location, and employer.

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?

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.

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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

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 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 August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $41,206 per year, or $19.8 per hour.

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

Re-posted 13 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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