Job Description
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 were 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 , youll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, youll be a key player in delivering a high-touch, concierge-style experience. Youll 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 support Requirements: Minimum 2 years of experience in financial planning or a related field Series 7 and 66 licenses required CFP designation is a plus Bachelors degree or equivalent work experience