Financial Planner

Larson Financial Holdings • Reno, NV

3d • Onsite

About The Position

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.

Requirements

• Minimum 2 years of experience in financial planning or a related field
• Series 7 and 66 licenses required
• Bachelor’s degree or equivalent work experience
• Familiarity with the insurance and financial services industry
• Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)

Nice To Haves

• CFP designation is a plus

Responsibilities

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations in collaboration with the advisory team
• Track planning process milestones and follow up on action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Create thoughtful client "touches" to cultivate referrals
• Manage onboarding and ongoing client service processes
• Resolve client inquiries and provide trusted support

Benefits

• Profit Sharing Bonus Program
• 401(k) with Employer Match (up to 4%)
• Comprehensive Medical, Dental, and Vision Insurance
• Company-paid Long-term Disability, Life Insurance, and EAP
• Voluntary Short-term Disability and Supplemental Insurance
• Generous PTO (112 hours after 90 days)
• 12 Paid Holidays
• Training, Development, and Educational Opportunities
• Company Events, Recognition Awards, and Team Activities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 1-10 employees