Top 15 Wealth advisor Jobs in Reno, Nv

Client Relationship Specialist – Trust & Estates/Private Wealth
McDonald Carano LLP —Reno, NV
- Overtime
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Relocation assistance
Quick Apply
8d
Senior Wealth Advisor
Mariner Wealth Advisors —Reno, NV
- $150,000 - $350,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Team management
- Mentoring
Wealth Management Advisor- Reno Main
U.S. Bank National Association —Reno, NV
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Client Associate/Registered Client Associate
Royal Bank of Canada —Reno, NV
- $40,000 - $70,000 a year
- Full-time
- Word processing
- Data analysis skills
- Research
- Disability insurance
- Health insurance
Regional Vice President
WealthBridge Financial Group —Reno, NV
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- Mentoring
- Recruiting
- Financial services
- Disability insurance
- Health insurance
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Financial Advisor
First Command Financial Services, Inc. —Reno, NV
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
KWA Wealth Advisor
KEYSTONE CPAS LLC —Reno, NV
- $36,000 - $60,000 a year
- Mid-level
- Communication skills
Quick Apply
Financial Planner
Larson Financial Group, LLC —Reno, NV
- Microsoft Outlook
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Peer Ambassador - UNR Campus
Rize Beyond Banking —Reno, NV
- $20 - $22 an hour
- Part-time
- Background check
- Classroom
- Spanish
- Paid training
Quick Apply
Trust Associate - Financial Services
Dunham & Associates Investment Counsel, Inc. —Reno, NV
- $20 - $28 an hour
- Full-time
- Bachelor of Science
- Mid-level
- Office
- AD&D insurance
- Paid holidays
7d

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Client Relationship Specialist – Trust & Estates/Private Wealth

McDonald Carano LLP
Reno, NV

Quick Apply

Job Details

Full-time
8 days ago

Benefits

Health savings account
Relocation assistance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance
Retirement plan

Qualifications

Customer communication

Full Job Description

Job Overview

McDonald Carano LLP is seeking a full-time Client Relationship Specialist to join our Trust & Estates Practice Group in our Reno office. Our firm has two office locations, in Reno and Las Vegas, supporting Nevada's business law needs since 1949.

This role serves as the primary point of contact for clients throughout the estate planning and trust administration process, ensuring an exceptional client experience. The ideal candidate will be highly organized, energetic, and client-focused, providing a concierge-level experience to individuals and families. This position works closely with attorneys, legal support staff, family trust companies, and outside advisors while coordinating communications, meetings, documentation, and client follow-up.

This is an excellent opportunity for a candidate with experience in customer service, banking, trust companies, financial services, hospitality, sales, or professional services who is looking to build a long-term career in a sophisticated legal environment..

Responsibilities:

Client Relationship Management

Serve as the primary client contact for routine communications and requests.
Deliver an exceptional, responsive, and professional client experience.
Build positive relationships with clients, family members, financial advisors, accountants, and other professional contacts.
Respond promptly to client inquiries and coordinate requests with attorneys and legal support staff.
Track open client requests and ensure timely follow-up and resolution.
Proactively communicate project status updates and next steps.

· Meeting and Calendar Coordination

Coordinate client meetings, estate planning signings, consultations, and conference calls.
Manage attorney calendars related to Trust & Estates matters.
Schedule and confirm appointments with clients, advisors, and family members.
Prepare meeting materials and ensure all logistics are completed in advance.
Coordinate virtual and in-person meetings and assist with meeting follow-up.

Document and Information Coordination

Coordinate the delivery of estate planning documents, trust documents, and related correspondence.
Assist with locating documents, files, and client records.
Facilitate requests for copies of estate planning, trust, and corporate documents.
Maintain accurate records within the firm's document management and case management systems.
Coordinate secure distribution of sensitive client information.

Practice Support and Client Experience

Monitor client workflows and help identify opportunities to improve efficiency and service.
Assist with family trust company and private wealth client administration activities.
Maintain a concierge-level approach to client interactions.
Support attorneys and legal support staff by managing client-facing administrative activities.
Handle confidential and sensitive information with discretion and professionalism.
Participate in special projects and other duties as assigned.

Skills and Qualifications:

Proficiency in Microsoft Office Suite products (Word, Excel, PowerPoint, Outlook, Teams) and Adobe Acrobat; experience with document management systems (NetDocs a plus).
Exceptional interpersonal and relationship-building skills, with a natural ability to provide outstanding customer service.
Strong organizational and time management skills with the ability to prioritize and meet tight deadlines.
High level of attention to detail, accuracy, and follow-through.
Strong written and verbal communication skills, with the ability to interact effectively with clients, attorneys, court personnel, and opposing counsel.
Demonstrated ability to manage multiple tasks and adapt quickly to shifting priorities in a high-volume environment.
Ability to apply new resources and technologies.
Ability to work independently while contributing as part of a team.
Flexibility to work occasional overtime as workload demands.
Professional demeanor and ability to maintain an organized, polished work environment.

Education and Experience:

Bachelor’s degree in Communications, Marketing, Business Administration, Hospitality or a related field preferred.
3+ years of customer service, client service, relationship management, banking, trust company, wealth management, hospitality, or professional services experience preferred.
Experience within a financial institution, trust company, accounting firm, law firm, or family office is highly desirable.

Benefits:

Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Relocation assistance
Retirement plan
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

wealth advisor jobs in reno, nv

Client Relationship Specialist – Trust & Estates/Private Wealth

Senior Wealth Advisor

Wealth Management Advisor- Reno Main

Client Associate/Registered Client Associate

Regional Vice President

Financial Advisor

KWA Wealth Advisor

Financial Planner

Peer Ambassador - UNR Campus

Trust Associate - Financial Services

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