Concierge Senior Financial Planner — Wealth Strategy Lead

Larson Financial Group; Reno (NV); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Performance bonus

Health insurance

401(k) with match

Paid time off

Job summary

Larson Financial Group, LLC in Reno, NV is seeking a Senior Financial Planner to help clients achieve their financial goals through tailored plans and high-touch service. You will lead meetings, gather data, build plans, and collaborate with the advisory team to deliver thoughtful recommendations.

The role requires 5–10 years in financial planning, Series 7 & 66, and a Bachelor’s degree with familiarity in insurance/finance. CFP or CPA preferred; base salary plus bonus and benefits are offered.

Qualifications

• 5–10 years of experience in financial planning.
• Series 7 and 66 licenses required.
• CFP or CPA designation preferred.
• Bachelor’s degree or equivalent work experience.
• Familiarity with insurance and financial services industry.
• Experience using CRM tools and planning software such as Salesforce, eMoney, MoneyGuidePro.

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 with the advisory team.
• Track planning milestones and follow up on action items.
• Deliver proactive, high-quality service to retain top clients.
• Maintain accurate data in CRM and planning software.
• Create client touches to cultivate referrals.
• Manage onboarding and ongoing client service processes.
• Resolve client inquiries with trusted support.

Skills

Interpersonal skills

Communication

CRM proficiency

Financial analysis

Microsoft Office

Education

Bachelor’s degree or equivalent

Series 7 & 66 licenses

CFP or CPA preferred

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC in Reno, NV is seeking a Senior Financial Planner to help clients achieve their financial goals through tailored plans and high-touch service. You will lead meetings, gather data, build plans, and collaborate with the advisory team to deliver thoughtful recommendations.

The role requires 5–10 years in financial planning, Series 7 & 66, and a Bachelor’s degree with familiarity in insurance/finance. CFP or CPA preferred; base salary plus bonus and benefits are offered.