Senior Financial Planner — Concierge Wealth Strategy

Larson Financial Group; Reno (NV); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Dental and vision

Job summary

Larson Financial Group, LLC, is seeking a Senior Financial Planner in the Reno, NV area to deliver highly personalized wealth planning and concierge-style client service. You will prepare meetings, develop tailored financial plans, and collaborate with advisors to implement recommendations.

The role requires 5–10 years of planning experience, Series 7 and 66, with CFP or CPA preferred. A bachelor’s degree or equivalent experience is required, and CRM tools such as Salesforce, eMoney, and

Qualifications

• Minimum 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 the insurance and financial services industry.
• Experience using CRM tools, such as Salesforce and financial planning software (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 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 client touches to cultivate referrals.
• Manage onboarding and ongoing client service processes.
• Resolve client inquiries and provide trusted support.

Skills

Interpersonal skills

Communication

Organizational skills

Regulatory compliance

Education

Bachelor's degree or equivalent

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC, is seeking a Senior Financial Planner in the Reno, NV area to deliver highly personalized wealth planning and concierge-style client service. You will prepare meetings, develop tailored financial plans, and collaborate with advisors to implement recommendations.

The role requires 5–10 years of planning experience, Series 7 and 66, with CFP or CPA preferred. A bachelor’s degree or equivalent experience is required, and CRM tools such as Salesforce, eMoney, and