Senior Wealth Advisor
Reno, NV · On-site
$150K - $350K/yr
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 ...
Senior Wealth Advisor
Reno, NV · On-site
$150K - $350K/yr
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 ...
Tax Associate
Sparks, NV · On-site
$59K - $79K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Sparks, NV · On-site
$59K - $79K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Carson City, NV · On-site
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
Carson City, NV · On-site
$57K - $76K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
$59K - $79K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
Tax Associate
$59K - $79K/yr
Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Act as a resource to the business management team for tax planning, tax research, and ongoing ...
... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...
... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the ...
M&A Associate - AI Trainer
Sparks, NV · 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 ...
Quick apply
M&A Associate - AI Trainer
Sparks, NV · 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 · 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 ...
Quick apply
M&A Associate - AI Trainer
Reno, NV · 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 ... Manage staffing schedules, attendance, and labor planning * Maintain staff by recruiting, selecting ...
Associate Discounts and Community Giveback Programs * College Tuition Savings Program * Caring ... Manage staffing schedules, attendance, and labor planning * Maintain staff by recruiting, selecting ...
Associate Discounts and Community Giveback Programs * College Tuition Savings Program * Caring ... Manage staffing schedules, attendance, and labor planning * Maintain staff by recruiting, selecting ...
Associate Discounts and Community Giveback Programs * College Tuition Savings Program * Caring ... Manage staffing schedules, attendance, and labor planning * Maintain staff by recruiting, selecting ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
... associates and creating positive experiences for the communities we serve. In this role, you'll ... Plan and implement monthly Sales Planners Your Skills and Experience: * Prior retail and management ...
Wealth Planning Associate information
See Reno, NV salary details
$38.4K - $44.7K
3% of jobs
$44.7K - $51K
4% of jobs
$51K - $57.3K
8% of jobs
$63.6K is the 25th percentile. Wages below this are outliers.
$57.3K - $63.6K
9% of jobs
$63.6K - $69.9K
9% of jobs
$69.9K - $76.2K
10% of jobs
The median wage is $78.3K / yr.
$76.2K - $82.5K
16% of jobs
$88.8K is the 75th percentile. Wages above this are outliers.
$82.5K - $88.8K
15% of jobs
$88.8K - $95.1K
11% of jobs
$95.1K - $101.4K
8% of jobs
$101.4K - $107.7K
5% of jobs
$38.4K
$78.1K
$107.7K
How much do wealth planning associate jobs pay per year?
As of Jul 6, 2026, the average yearly pay for wealth planning associate in Reno, NV is $78,053.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,800.00 and $91,200.00 per year, depending on experience, location, and employer.
What is an entry level job in wealth management?
An entry-level position in wealth management is typically a Wealth Planning Associate or Financial Advisor Assistant, responsible for supporting senior advisors with client research, data analysis, and administrative tasks. These roles often require strong communication skills, basic financial knowledge, and may lead to certifications like the CFP (Certified Financial Planner).
Is $200,000 enough to work with a financial advisor?
As a Wealth Planning Associate, working with a financial advisor typically involves managing clients with varying asset levels. While $200,000 can be a significant investment amount, many advisors set minimums that may be higher or lower depending on their firm and services offered. Having a solid understanding of financial planning tools and certifications can help in advising clients with different asset sizes.
How do Wealth Planning Associates typically collaborate with financial advisors and clients to develop comprehensive financial plans?
Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.
How many financial advisors make $500,000 a year?
In the wealth planning field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and advanced certifications like the CFP or CFA. Achieving this level often requires years of building a client base and strong sales skills, with top earners working in affluent markets or specialized advisory roles.
What are the key skills and qualifications needed to thrive as a Wealth Planning Associate, and why are they important?
To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.
What is the difference between Wealth Planning Associate vs Financial Advisor?
| Aspect | Wealth Planning Associate | Financial Advisor |
|---|---|---|
| Certifications | CFP, Series 7/66 (preferred) | CFP, Series 7/66, or other licenses |
| Work Environment | Support role in financial planning teams, often in firms or banks | Client-facing, providing personalized financial advice |
| Primary Focus | Assisting in financial plan development and research | Advising clients on investments, retirement, and estate planning |
The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.
What is a wealth planning associate?
A wealth planning associate is a financial professional who assists clients in developing comprehensive financial plans, including estate, retirement, and investment strategies. They often work under the guidance of senior advisors, utilize financial planning software, and may hold certifications such as CFP or CFA to provide tailored advice. The role involves analyzing client financial data and helping implement strategies to meet long-term financial goals.
What does a Wealth Planning Associate do?
A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.
What are popular job titles related to Wealth Planning Associate jobs in Reno, NV? For Wealth Planning Associate jobs in Reno, NV, the most frequently searched job titles are:
What job categories do people searching Wealth Planning Associate jobs in Reno, NV look for? The top searched job categories for Wealth Planning Associate jobs in Reno, NV are:
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
Qualifications
Skills And Knowledge
Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
#LI-AB1
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.
EOE M/F/D/V
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.
#LI-AB1
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.
EOE M/F/D/V