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

Mariner

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 ...

Focus Partners Wealth

Tax Associate

Sparks, NV

$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 ...

Focus Partners Wealth

Tax Associate

Carson City, NV

$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 ...

First Citizens Bank

Business Banker

Reno, NV · On-site

This associate engages bank partners to provide a full range of deposit and related business ... Sales planning and forecasting, Financial analysis, Credit underwriting, Knowledge of business ...

First Citizens Bank

Business Banker

Reno, NV · On-site

This associate engages bank partners to provide a full range of deposit and related business ... Sales planning and forecasting, Financial analysis, Credit underwriting, Knowledge of business ...

First Citizens Bank

Commercial Banker

Reno, NV

Appropriate partnering, planning and preparation occurs to ensure conversations provide the ... Associates in roles defined to take deposits are accountable for transaction accuracy and ...

New

First Citizens Bank

Commercial Banker

Reno, NV · On-site

Appropriate partnering, planning and preparation occurs to ensure conversations provide the ... Associates in roles defined to take deposits are accountable for transaction accuracy and ...

New

DataAnnotation

M&A Associate

Sparks, NV · Remote

$40 - $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 ...

DataAnnotation

M&A Associate

Reno, NV · Remote

$40 - $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 ...

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

Wealth Planning Associate information

See Reno, NV salary details

$38.4K

$78.1K

$107.7K

How much do wealth planning associate jobs pay per year?

As of Jun 14, 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.

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.

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?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising 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 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:
Wealth Planning Associate jobs near you

Senior Wealth Advisor

Mariner

Reno, NV • On-site

$150K - $350K/yr

Full-time

Posted 22 days ago

Job description

Job DescriptionThe 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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