Assurance Manager bdo consultingAssurance ManagerLas Vegas, NV$120,000–$140,000 / yearTraditionally responsibilities of the Assurance Manager will include advising the client on various economic and regulatory risks within their industry, resolving complex accounting issues, apply GAAP and GAAS consistently within complex situations, writing technical consultation memos on GAAP / GAAS issues, and documenting, validating, testing, and assessing various financial reporting control systems. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Wealth Management Advisor U.S. BancorpWealth Management AdvisorReno, NV$65,000–$80,200 / yearWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor- NV-Green Valley Henderson U.S. BancorpWealth Management Advisor- NV-Green Valley HendersonHenderson, NV$65,000–$80,200 / yearWMAs advise clients using U.S. Bank''s Asset Management Group (AMG) or U.S. Bancorp Investment''s open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client''s unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor- Reno Main U.S. BankWealth Management Advisor- Reno MainReno, NevadaWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Management Advisor - Las Vegas, NV TIAAWealth Management Advisor - Las Vegas, NVLas Vegas, NevadaBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Wealth Management Advisor - Las Vegas, NV Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Las Vegas, NVLas Vegas, NV$100,000–$110,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
J.P. Morgan Wealth Management - Private Client Advisor - Henderson, NV JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Henderson, NVHenderson, NVFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Las Vegas, Nevada (Bilingual in English and Mandarin required) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Las Vegas, Nevada (Bilingual in English and Mandarin required)Las Vegas, NVFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Reno and Sparks, NV JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Reno and Sparks, NVReno, NVFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North Las Vegas, NV JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - North Las Vegas, NVNorth Las Vegas, NVFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Las Vegas, NV (Eastern and Warm Springs) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Las Vegas, NV (Eastern and Warm Springs)Las Vegas, NVFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Wealth Advisor MarinerSenior Wealth AdvisorReno, NevadaCollaborate 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. 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.
NewWealth Planning Advisor for Affluent Clients U.S. BankWealth Planning Advisor for Affluent ClientsReno, NVThe U.S. Bank in Reno, NV, is looking for a Wealth Management Advisor to lead investment planning and insurance services for affluent clients. Ideal candidates will possess a Bachelor's degree, relevant financial licenses, and a track record in financial sales.
NewSenior Trust & Wealth Advisor Northern TrustSenior Trust & Wealth AdvisorLas Vegas, NVA leading financial institution in Las Vegas is seeking a Trust Advisor to manage wealth management clients and provide proactive financial advice. This role requires 7-10 years of experience in fiduciary services, with strong negotiation and problem-solving skills.
NewSenior Private Wealth Advisor for UHNW Clients (Hybrid) U.S. BankSenior Private Wealth Advisor for UHNW Clients (Hybrid)Las Vegas, NVRequired qualifications include a Bachelor's degree and eight years of experience with high net worth clients, alongside strong relationship management and communication skills. Responsibilities include team management around high net worth clients, ensuring compliance and fiduciary administration.
NewPWM Private Wealth Advisor U.S. BankPWM Private Wealth AdvisorLas Vegas, NV$111,605–$131,300 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services - Strong relationship management, networking and business development skills and a holistic view of the client - Ability to partner with colleagues to identify and service unique clients needs - Well-developed analytical and problem-solving skills - Ability to make critical decisions independently - Excellent presentation, interpersonal, verbal and written communication skills - Professional designation such as CFA or CFP is preferred. Partners with Private Wealth Management Product Specialists to provide counsel and expert advice in all areas of Private Wealth Management (Trust, Private Banking and Investments) to ensure comprehensive financial advice and planning for clients, and fiduciary administration and adherence to compliance requirements.
NewAssociate Wealth Advisor (Entry-Level) Keystone CPAs LLCAssociate Wealth Advisor (Entry-Level)Henderson, NV$24,000–$40,000 / yearWhat You'll DoAssist in delivering financial planning services, including cash flow analysis, retirement projections, and insurance planningSupport senior advisors in preparing for and participating in client meetingsLearn and apply investment management principles and portfolio strategiesParticipate in business development efforts, including follow-ups, client outreach, and networkingPursue and begin managing your own clients over time, with guidance from the teamCollaborate with Keystone's Tax and Business Brokerage divisions to gain holistic exposure and offer clients comprehensive solutionsWhat We're Looking For0–3 years of experience in financial services (prior roles in banking, insurance, or client service are helpful)Series 65 or 66 license required (or must obtain shortly after hiring)Life & Health Insurance license (or willingness to obtain)Strong communication skills and desire to work in a client-facing roleWillingness to learn, be coached, and participate in trainingInterest in building a long-term career with upside potential in planning, investment advisory, and insuranceCompensation StructureBase Salary (Draw): $24,000–$40,000 annually, structured as a draw against future earningsCompensation Upside:Financial Planning FeesInvestment Advisory (AUM-based)Insurance CommissionsPerformance-based transition to full advisor compensation model over 2–3 yearsWhat We OfferOne-on-one mentoring and direct exposure to senior advisorsIntegration with tax, accounting, and business exit planning teamsAccess to best-in-class planning tools, investment platforms, and insurance carriersTraining and development opportunities designed to accelerate your careerCollaborative, client-first environment with a focus on long-term relationshipsClear pathway to future partnership or lead advisor roleWhy KeystoneThis is more than a job—it's a launchpad for your advisory career. Job Title: Associate Wealth Advisor (Entry-Level)Location: Sparks/Reno, Henderson/VegasCompensation: Base Salary (Draw): $24,000–$40,000 annually, structured as a draw against future earningsAbout UsKeystone Wealth Advisors, a sister company to Keystone CPAs and Keystone Business Brokers, offers clients a fully integrated approach that includes accounting, tax, financial planning, investment management, insurance, and business exit advisory.
Wealth Advisor - America First Credit Union LPL Financial Holdings IncWealth Advisor - America First Credit UnionLas Vegas, NV$58,500–$70,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
NewEntry-Level Wealth Advisor: Training & Growth Keystone CPAs LLCEntry-Level Wealth Advisor: Training & GrowthHenderson, NV$24,000–$40,000 / yearThe role includes structured training and offers a base salary of $24,000–$40,000 annually, with a collaborative environment aimed at helping you grow as a trusted advisor.#J-18808-Ljbffr. A financial advisory firm in Henderson is seeking an entry-level Associate Wealth Advisor to deliver financial planning services.
Wealth Financial Advisor - Las Vegas, NV Corebridge FinancialWealth Financial Advisor - Las Vegas, NVLas Vegas, NevadaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
NewSenior Trust & Wealth Advisor First GroupSenior Trust & Wealth AdvisorLas Vegas, NVThe ideal candidate has 5-10 years of experience specifically with high-net-worth individuals and knowledge of fiduciary products. Trust Officer based in Las Vegas, responsible for the management of trust accounts including estates and personal trusts.
Wealth Financial Advisor - Las Vegas, NV Corebridge Financial IncWealth Financial Advisor - Las Vegas, NVLas Vegas, NV$90,000–$130,000 / yearCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Wealth Management Associate - NV, Las Vegas (5241) Equitable Financial Life Insurance CompanyWealth Management Associate - NV, Las Vegas (5241)Las Vegas, NVOur commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerLas Vegas, NV$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerLas Vegas, NV$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerLas Vegas, NV$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerLas Vegas, NV$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Asset & Wealth Management - Renewable Energy Tax Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior AssociateLas Vegas, NV$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: • Respond effectively to the diverse perspectives, needs, and feelings of others.
Wealth Strategist - California & Nevada Zions Bancorporation NAWealth Strategist - California & NevadaReno, NV$180,000–$200,000 / yearPrimary Responsibilities: Advise ultra-high-net-worth clients on a vast array of wealth management issues, including multi-generational estate planning, income and estate tax mitigation, business succession, charitable giving, life insurance, and asset protection. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
Wealth Strategist - California & Nevada California Bank & TrustWealth Strategist - California & NevadaReno, NV$180,000–$200,000 / yearPrimary Responsibilities: Advise ultra-high-net-worth clients on a vast array of wealth management issues, including multi-generational estate planning, income and estate tax mitigation, business succession, charitable giving, life insurance, and asset protection. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
PWM Wealth Strategist U.S. BancorpPWM Wealth StrategistLas Vegas, NV$126,820–$149,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWM Wealth Strategist is responsible for working with Private Wealth Advisors to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management.
Wealth Strategy Associate UBS Group AGWealth Strategy AssociateReno, NVWe help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. Drive marketing efforts of the team including activities such as contacting current or potential clients, advertising, preparing and participating in client seminars and other marketing efforts.
Wealth Relationship Manager SAFE ACT - Las Vegas (Lakes Branch) Citigroup IncWealth Relationship Manager SAFE ACT - Las Vegas (Lakes Branch)Las Vegas, NVAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Tax Manager - Private Wealth Deloitte Touche Tohmatsu LtdTax Manager - Private WealthLas Vegas, NV$100,350–$205,000 / yearAs a Tax Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
NewAdvisor Development Program - Financial Solutions Advisor Trainee: Pecos Financial Center, Bilingual Spanish required Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Pecos Financial Center, Bilingual Spanish requiredLas Vegas, NV$28.85–$33.65 / hourJob Description:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.
Merrill Advisor Development Program - Financial Advisor: Nevada Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Nevada MarketLas Vegas, NevadaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Financial Advisor Northwestern MutualFinancial AdvisorReno, Nevada$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Associate Bank Financial Advisor Wells Fargo & CoAssociate Bank Financial AdvisorSPARKS, NVThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
VP/SVP-Client Advisor Whittier TrustVP/SVP-Client AdvisorReno, NevadaThe position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements. Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Senior Banking Advisor Northern Trust CorpSenior Banking AdvisorLas Vegas, NVAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary.
NewClient Sales Advisor Stratford DavisClient Sales AdvisorLas Vegas, NVWhether you are new to sales or bringing prior experience, you will receive structured training, mentorship, and access to proven systems designed to help you succeed. This opportunity allows you to work from home while helping clients make important decisions about their financial protection and long-term goals.
Senior Investment Management Associate Peak Trust CompanySenior Investment Management AssociateLas Vegas, NVFull timeExperience in a trust company, wealth management firm, family office, bank trust department, or registered investment advisor is beneficial, and professional designations such as CFA or CFP, or progress toward obtaining one, are valued but not required. We are seeking a Senior Investment Management Associate to join our Investment Management team and play a critical role in supporting portfolio oversight, investment reporting, and investment operations.
Senior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid) EP Wealth Advisors LLCSenior Financial Planner - Salt Lake City, Boise, Las Vegas (hybrid)Las Vegas, NVMergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration. Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management.
NewHealthcare Business Banking Relationship Manager U.S. BancorpHealthcare Business Banking Relationship ManagerLas Vegas, NV$141,210–$172,590 / yearOwn and grow a portfolio of Healthcare and Practice Finance relationships, serving as the trusted advisor for clients with revenues between $5MM and $50MM, including physician groups, ambulatory surgery centers (ASCs), dental service organizations (DSO), specialty practices, and other healthcare businesses. Healthcare Business Banking RM 4. At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage portfolios - they build businesses, shape strategy, and drive growth for healthcare clients navigating today's complex financial landscape.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateReno, NV$45,000–$70,000 / yearMaintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. Customer Service, Data Entry, Data Gathering Analysis, Desktop Tools, Group Problem Solving, Interpersonal Relationships, Knowledge Organization, Teamwork, Time Management, Word Processing Software.
Vice President, Regional Advisory Consultant West OsaicVice President, Regional Advisory Consultant WestCarson City, NVRemote$85,000–$100,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.
Vice President, Advisory Consulting OsaicVice President, Advisory ConsultingCarson City, NVRemote$140,000–$175,000 / yearWe celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. This role focuses on driving advisor engagement, promoting adoption of the Wealth Management Platform (WMP), driving asset shift on platform, and growing advisory assets across the firm.
NewTrust Associate - Financial Services Dunham & Associates Investment Counsel, Inc.Trust Associate - Financial ServicesReno, NVFull timeDevelop professional relationships with parties related to assigned accounts and coordinate fiduciary and administrative services for those accounts in a timely, efficient manner; Execute the terms of any estate plan or document for assigned accounts within proper discretionary and fiduciary authorities of a Trust Associate; Coordinate communications with supervising Trust Officers and DTC discretionary committee as needed from time to time for matters requiring such approvals; Collaborate with third-party advisors, including attorneys and accountants to assure proper wealth and tax planning; Provide effective customer service and respond to inquiries from internal and external customers; Ensure all internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies, procedures, and guidelines; Participate actively in business development efforts, including community and professional associations in order to broaden relationships, network, and continually deepen industry knowledge; Complete annual administrative reviews for assigned accounts; ensure all internal compliance and proper documentation requirements are met and consistent with internal fiduciary policies; Prepare court reporting for custody accounts and file with court within the appropriate timeframe; Open accounts in Salesforce by obtaining, reviewing, and analyzing documentation from new clients; track and follow-up on missing items; complete new account forms; Prepare forms for client disbursements, deposit receipts, automatic payment set up requests, wire transactions, ACH transfers and trade requests (in coordination with operations staff); Consult with Trust Officers regarding proper vesting, handling, and following of assets; Provide excellent customer service and respond to inquiries from internal and external customers; investigate and resolve problems as needed; Comply with Bank Secrecy Act (BSA), OFAC Anti-Money Laundering (AML), and USA Patriot Act policies by properly identifying the identity of any person/business and account, maintaining records of the information used to verify each customer, and consulting lists of known terrorists prior to opening an account; Participate in all required compliance training and report any customer suspected of suspicious activity immediately to the Chief Compliance Officer; Comply with all appropriate regulations; Maintain strict confidentiality of all records and data received and produced; Education Required: Dunham Trust Company (DTC) provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerLas Vegas, NV$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Real Estate team you are expected to provide exceptional technical knowledge and specialization and industry insights, coupled with the One Firm knowledge that brings everything PwC offers to solve our clients needs.
Tax Senior Manager - Private Companies PricewaterhouseCoopers LLPTax Senior Manager - Private CompaniesNV$124,000–$335,000 / yearA career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in todays changing global landscape.