Financial Planner

 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:

• 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 

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