Reno, NV · On-site
$36K - $60K/yr
Wealth Advisor / Wealth Advisor Partner Track Location: San Diego / La Jolla, CA * Sparks / Reno ... Excellent communication and relationship management skills. * Entrepreneurial mindset with ...
Quick apply
Reno, NV · On-site
$36K - $60K/yr
Wealth Advisor / Wealth Advisor Partner Track Location: San Diego / La Jolla, CA * Sparks / Reno ... Excellent communication and relationship management skills. * Entrepreneurial mindset with ...
Reno, NV · On-site
$36K - $60K/yr
Description Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track ... Excellent communication and relationship management skills. Entrepreneurial mindset with motivation ...
Reno, NV · On-site
$36K - $60K/yr
Description Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track ... Excellent communication and relationship management skills. Entrepreneurial mindset with motivation ...
Reno, NV · On-site
$36K - $60K/yr
Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San ... risk management, and exit planning. As our firm continues to grow, we are expanding our team of ...
Reno, NV · On-site
$36K - $60K/yr
Keystone Wealth Advisors Position: Wealth Advisor / Wealth Advisor Partner Track Location: San ... risk management, and exit planning. As our firm continues to grow, we are expanding our team of ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
Reno, NV · On-site
$47K/yr
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
Reno, NV · On-site
$47K/yr
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
$45K - $70K/yr
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
$45K - $70K/yr
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Reno, NV · On-site
$45K - $70K/yr
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Reno, NV · On-site
$45K - $70K/yr
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...
Reno, NV · On-site
$45K - $70K/yr
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. Build and ...
Reno, NV · On-site
$45K - $70K/yr
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you. Build and ...
Reno, NV · On-site
$60K - $160K/yr
Must work exceptionally well with others and partner closely with partners across the bank, especially within wealth management.Must have strong critical thinking skills and the ability to accomplish ...
Reno, NV · On-site
$60K - $160K/yr
Must work exceptionally well with others and partner closely with partners across the bank, especially within wealth management.Must have strong critical thinking skills and the ability to accomplish ...
Reno, NV · On-site
$60K - $160K/yr
Must work exceptionally well with others and partner closely with partners across the bank, especially within wealth management.Must have strong critical thinking skills and the ability to accomplish ...
Reno, NV · On-site
$60K - $160K/yr
Must work exceptionally well with others and partner closely with partners across the bank, especially within wealth management.Must have strong critical thinking skills and the ability to accomplish ...
Reno, NV · On-site
$20 - $28/hr
TRUST ASSOCIATE Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in ...
Quick apply
Reno, NV · On-site
$20 - $28/hr
TRUST ASSOCIATE Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in ...
Reno, NV · On-site
$20 - $28/hr
TRUST ASSOCIATE Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in ...
Reno, NV · On-site
$20 - $28/hr
TRUST ASSOCIATE Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in ...
Reno, NV · On-site
$61K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
Reno, NV · On-site
$61K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
Reno, NV · On-site
Investments/wealth management * Insurance/risk management Training and licensing support: * First Command offers a comprehensive training and licensing program designed for veterans, transitioning ...
Reno, NV · On-site
Investments/wealth management * Insurance/risk management Training and licensing support: * First Command offers a comprehensive training and licensing program designed for veterans, transitioning ...
$137K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
$137K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
$137K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
$137K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
Reno, NV · On-site
$61K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
Reno, NV · On-site
$61K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
Reno, NV · On-site
Investments/wealth management * Insurance/risk management Training and licensing support: * First Command offers a comprehensive training and licensing program designed for veterans, transitioning ...
Reno, NV · On-site
Investments/wealth management * Insurance/risk management Training and licensing support: * First Command offers a comprehensive training and licensing program designed for veterans, transitioning ...
Reno, NV · On-site
$61K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
Reno, NV · On-site
$61K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
Reno, NV · On-site
$61K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
Reno, NV · On-site
$61K - $250K/yr
As used here, "revenue" includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions ...
| Aspect | Weekend Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA often preferred | CFP, CFA, or similar certifications |
| Work Environment | Part-time, weekend-focused | Full-time, office or client-based |
| Industry Usage | Financial services, wealth management firms | Financial services, investment firms, banks |
| Primary Focus | Managing client investments on weekends | Comprehensive financial planning and investment advice |
Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.
$36K - $60K/yr
Full-time
Re-posted 2 days ago
Keystone Wealth Advisors
Position: Wealth Advisor / Wealth Advisor Partner TrackLocation: San Diego / La Jolla, CA • Sparks / Reno, NV • Henderson / Las Vegas, NV
About Keystone Wealth AdvisorsKeystone Wealth Advisors is part of the Keystone Companies, an integrated professional services platform combining Wealth Advisory, Tax & Accounting, and Business Brokerage. Our advisors collaborate closely with Keystone CPAs and Keystone Business Brokers to help clients align their business, financial, and personal goals.
This integrated model allows us to deliver a deeper level of planning and insight than traditional advisory firms. Our clients benefit from coordinated guidance across investments, tax planning, business ownership, risk management, and exit planning. As our firm continues to grow, we are expanding our team of advisors who are passionate about delivering comprehensive, fiduciary-based advice.
Position OverviewWe are seeking an ambitious and client-focused Wealth Advisor who is committed to developing expertise in holistic financial planning, investment management, and risk management. This role is well suited for an early-to-mid career advisor who values mentorship, professional development, and the opportunity to build a long-term advisory practice within a collaborative team environment.
Advisors at Keystone work closely with CPAs, business brokers, and other professionals to help clients make better financial decisions and achieve greater clarity around their financial futures.
Key Responsibilities• Deliver comprehensive financial planning services including retirement, investment, tax-aware, and insurance planning.
• Serve as a trusted advisor to clients by building strong, long-term relationships.
• Collaborate with Keystone CPAs and Business Brokers to deliver integrated advice.
• Assist in the development and implementation of investment strategies aligned with client goals.
• Participate in business development efforts and contribute to the growth of the firm.
• Utilize planning technology and emerging advisory tools to enhance the client experience.
• Maintain the highest fiduciary and ethical standards in all client interactions.
Qualifications• Series 65 or Series 66 license required.
• Life and Health Insurance license required or ability to obtain.
• CFP® certification, CEPA designation, or other advanced planning credentials are a plus.
• Strong foundation in financial planning and investment principles.
• Excellent communication and relationship management skills.
• Entrepreneurial mindset with motivation to grow a client base.
• Ability to work both independently and within a collaborative team environment.
Compensation StructureThis role offers a modest base salary in the range of $36,000–$60,000, combined with a fee-based and commission-based compensation structure designed to reward performance and long-term client relationships.
A transition and onboarding period of approximately 3–6 months is expected while the advisor becomes fully integrated into the firm's planning processes, systems, and client engagement model. During this period, Keystone provides mentorship, operational support, and resources to help advisors establish and grow their practice.
Why Join Keystone• Access to an integrated platform combining Wealth Advisory, Tax & Accounting, and Business Brokerage.
• Opportunity to work with business owners and high-net-worth families.
• Collaborative culture focused on delivering exceptional client outcomes.
• Mentorship and professional development opportunities.
• Significant long-term income potential and possible partner-track opportunities.
How to ApplyIf you are passionate about financial planning, enjoy helping clients make better financial decisions, and want to grow your career within a collaborative and entrepreneurial firm, we would welcome the opportunity to connect.
Requirements:
