Description:
At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing Reno, NV office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.
About the Role
As a Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.
Responsibilities:
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Prepare for and lead client meetings
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Collect and organize client data to build financial plans
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Construct insurance illustrations and financial scenarios
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Communicate investment recommendations in collaboration with the advisory team
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Track planning process milestones and follow up on action items
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Deliver proactive, high-quality service to retain top clients
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Maintain accurate data in CRM and financial planning software
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Create thoughtful client "touches" to cultivate referrals
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Manage onboarding and ongoing client service processes
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Resolve client inquiries and provide trusted support
Requirements:
- Minimum 2 years of experience in financial planning or a related field
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Series 7 and 66 licenses required
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CFP designation is a plus
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Bachelor’s degree or equivalent work experience
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Familiarity with the insurance and financial services industry
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Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)
Skills & Attributes
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Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone
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Strong written and verbal communication skills with high attention to detail
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Proficiency in Microsoft Office and Outlook
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Professionalism in appearance, attitude, and work ethic
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Adaptable, proactive, and comfortable working in a dynamic environment
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Strong organizational skills with the ability to prioritize and follow through
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Commitment to maintaining confidentiality and upholding regulatory standards
Why Join Larson Financial Group? We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:
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Profit Sharing Bonus Program
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401(k) with Employer Match (up to 4%)
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Comprehensive Medical, Dental, and Vision Insurance
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Company-paid Long-term Disability, Life Insurance, and EAP
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Voluntary Short-term Disability and Supplemental Insurance
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Generous PTO (112 hours after 90 days) + 12 Paid Holidays
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Training, Development, and Educational Opportunities
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Company Events, Recognition Awards, and Team Activities
Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships.
