Job Details

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 RoleAs 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:* 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 supportRequirements:* Minimum 2 years of experience in financial planning or a related field* Series 7 and 66 licenses required* CFP designation is a plus* 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)Skills & Attributes* Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone* Strong written and verbal communication skills with high attention to detail* Proficiency in Microsoft Office and Outlook* Professionalism in appearance, attitude, and work ethic* Adaptable, proactive, and comfortable working in a dynamic environment* Strong organizational skills with the ability to prioritize and follow through* Commitment to maintaining confidentiality and upholding regulatory standardsWhy Join Larson Financial Group? We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:* 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 ActivitiesReady 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.PI325904755b8b-29400-40351230