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Financial Modeling Jobs in Reno, NV (NOW HIRING)

Varsity Tutors

Finance Tutor

Reno, NV · Remote

$18 - $40/hr

Adapts instruction using financial calculators, Excel modeling exercises, and case study analysis to support students from introductory corporate finance through advanced investments and financial ...

Panasonic

Business Process Engineer III

Sparks, NV · On-site

Develop business cases, financial models, cost-reduction opportunities, benefit-realization plans, and value-tracking mechanisms * Establish process-control methods, KPIs, dashboards, and escalation ...

New

360 IT Professionals

Cognos Finance

Reno, NV · On-site

... on model view controller architecture and content management system. Our services also extend to ... Cognos TM1 admin experience, Knowledge of financial reporting. Ability to review the future-needs ...

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All JobsFinancial Modeling JobsFinancial Modeling Jobs in Reno, NV

Financial Modeling information

What is financial modeling?

A Financial Modeling job involves building mathematical models to analyze financial data, forecast future performance, and aid in decision-making. Professionals in this role use spreadsheets and financial software to evaluate investments, business valuation, budgeting, and risk assessment. They work in industries like investment banking, corporate finance, private equity, and consulting. Strong analytical skills, proficiency in Excel, and knowledge of financial concepts are essential for success in this field.

What are the key skills and qualifications needed to thrive in financial modeling?

Excelling in Financial Modeling requires strong analytical skills, advanced proficiency in mathematics, and a background in finance or accounting, often supported by a bachelor’s or master’s degree. Expertise with Microsoft Excel, financial modeling software (such as MATLAB or R), and familiarity with certifications like CFA or FMVA are highly valued. Attention to detail, effective communication, and the ability to explain complex concepts clearly are essential soft skills in this field. These abilities are crucial for producing accurate financial forecasts and supporting informed business decisions.

What are some common challenges faced in a financial modeling role, and how can I prepare for them?

One of the most common challenges in Financial Modeling is ensuring accuracy and consistency when working with large datasets and complex financial assumptions. You may also need to balance tight deadlines with the requirement for thorough analysis and clear documentation. To prepare, it helps to develop a methodical approach to building models, regularly validate your assumptions, and stay updated on industry best practices. Strong organization and communication skills will also help you effectively share findings and collaborate with cross-functional teams, such as accounting, operations, and strategy.

What do you do in financial modeling?

Financial modeling involves creating mathematical representations of a company's financial performance using spreadsheets and tools like Excel. It includes analyzing historical data, projecting future financial outcomes, and assessing investment or business decisions. Skills in accounting, finance, and data analysis are essential for building accurate models.

What jobs require financial modeling?

Financial modeling is essential in roles such as financial analyst, investment banker, corporate development analyst, and equity research analyst. These jobs involve building spreadsheets and forecasts to evaluate company performance, support investment decisions, or develop strategic plans, often using tools like Excel and financial databases.

What are the most commonly searched types of Financial Modeling jobs in Reno, NV?

The most popular types of Financial Modeling jobs in Reno, NV are:

What are popular job titles related to Financial Modeling jobs in Reno, NV?

For Financial Modeling jobs in Reno, NV, the most frequently searched job titles are:

What job categories do people searching Financial Modeling jobs in Reno, NV look for?

The top searched job categories for Financial Modeling jobs in Reno, NV are:

Financial Modeling jobs near you
Infographic showing various Financial Modeling job openings in Reno, NV as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Planning Consultant - Reno, NV

Fidelity Investments

Reno, NV • On-site

Full-time

Posted 16 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client's planning needs. Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity's offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP Certification is highly encouraged
  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
  • Ability to profile to understand planning needs and identify appropriate solutions
  • Vested interest in building relationships and being an advocate for clients
  • Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfortable making outbound calls to further educate clients and uncover opportunities
The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity's firm-wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRACategory:Relationship Management

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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