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Financial Planner Jobs in Reno, NV (NOW HIRING)

Larson Financial Holdings, LLC

Financial Planner

Reno, NV · On-site

$75K - $101K/yr

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial goals while driving business growth. This is a production-focused role for a ...

DataAnnotation

Financial Planner - AI Trainer

Reno, NV · Remote

$50 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

DataAnnotation

Financial Planner - AI Trainer

Sparks, NV · Remote

$50 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

ITS Logistics, LLC

Financial Planning Analyst

Reno, NV · On-site

Financial Planning Analyst Location: 50 W. Liberty Street, Reno, NV 89501 Responsibilities: Participate in the FP&A function, including budgeting, forecasting, financial modeling and ad-hoc analytics ...

Northwestern Mutual

Financial Advisor

Reno, NV

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Reno, NV

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Reno, NV

Financial Planner information

See Reno, NV salary details

$50.4K

$96.4K

$139.1K

How much do financial planner jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial planner in Reno, NV is $96,397.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,800.00 and $101,700.00 per year, depending on experience, location, and employer.

Is a CFP better than a CPA?

A Financial Planner with a CFP certification specializes in comprehensive financial planning, including investments, estate planning, and retirement strategies. A CPA focuses on accounting, tax preparation, and auditing. Both credentials serve different roles, and the better choice depends on the specific financial services needed.

What are the key skills and qualifications needed to thrive as a Financial Planner, and why are they important?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

Is $200,000 enough to work with a financial advisor?

A financial planner typically recommends clients have at least $250,000 to $500,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. With $200,000, a financial advisor can still provide personalized financial planning and investment management, but the scope and fee structure may differ based on the advisor's policies and services offered.

Is being a financial planner a good career?

A financial planner is a professional who helps clients manage their finances, investments, and retirement planning. It can be a rewarding career with opportunities for growth, especially for those with strong interpersonal skills and relevant certifications like the CFP. Job stability and earning potential vary based on experience, location, and client base.

What is a Financial Planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

Does a financial planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful financial planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly higher incomes. Compensation often includes commissions, fees, or a combination of both, and the job requires strong interpersonal and analytical skills.

What Are Financial Planners?

A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals. As a financial planner, you meet with your clients for multiple consultation sessions, which are designed to identify a client's current financial situation and determine a realistic goal for which to aim. You then recommend various strategies and practices to help your client make progress towards their goals. Generally, these recommendations revolve around investment strategies, but you may outline budgetary duties as well. Knowledge of current market trends is crucial, as is experience in business or wealth management.

What are some common challenges Financial Planners face when building a client base, and how can these be effectively addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Reno, NV? The most popular types of Financial Planner jobs in Reno, NV are:
What are popular job titles related to Financial Planner jobs in Reno, NV? For Financial Planner jobs in Reno, NV, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Reno, NV look for? The top searched job categories for Financial Planner jobs in Reno, NV are:
What cities near Reno, NV are hiring for Financial Planner jobs? Cities near Reno, NV with the most Financial Planner job openings:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Reno, NV as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $96,397 per year, or $46.3 per hour.

Financial Planner

Larson Financial Holdings, LLC

Reno, NV • On-site

$75K - $101K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 8 days ago

Job description

Description:

At Larson Financial Group, LLC, we help individuals and families build lasting financial security through comprehensive wealth management and personalized advice. As one of the nation's leading independent wealth management firms, we are committed to providing exceptional client experiences while fostering an entrepreneurial environment where advisors can build successful, rewarding careers.

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial goals while driving business growth. This is a production-focused role for a financial professional who enjoys developing new client relationships, expanding existing relationships, and serving as a trusted advisor through comprehensive financial planning.


About the Role

As a Financial Planner, you will play a key role in growing Larson Financial Group by developing new business opportunities, strengthening relationships with existing clients, and delivering comprehensive financial planning strategies. You'll be expected to build and manage a book of business through referrals, networking, centers of influence, and firm-provided opportunities while partnering with our internal planning and operations teams to deliver an exceptional client experience.

This position is ideal for an ambitious advisor who enjoys both the consultative sales process and the technical aspects of financial planning, with compensation tied to production and long-term client success.


Responsibilities

  • Develop and grow a personal book of business by acquiring new clients and expanding existing client relationships.
  • Conduct prospect and client meetings to identify financial planning opportunities and recommend comprehensive wealth management solutions.
  • Build and maintain trusted relationships that result in long-term client retention and referrals.
  • Generate new assets under management through networking, referrals, professional relationships, and firm marketing initiatives.
  • Prepare and present comprehensive financial plans addressing retirement, investment, tax, estate, insurance, and wealth transfer strategies.
  • Collaborate with investment advisors and internal specialists to deliver customized recommendations and implement client strategies.
  • Identify cross-selling opportunities across the firm's full suite of financial planning and wealth management services.
  • Maintain an active client contact strategy to strengthen relationships and create additional planning opportunities.
  • Manage the client onboarding process and ensure a seamless transition from prospect to long-term client.
  • Maintain accurate client records within CRM and financial planning software while adhering to regulatory and compliance requirements.
  • Stay current on industry trends, investment strategies, and financial planning best practices.


Requirements:
  • Minimum of 5+ years of experience in financial planning, wealth management, or financial advisory services.
  • Demonstrated success in business development, client acquisition, or growing client relationships preferred.
  • Series 7 and Series 66 licenses required.
  • CFP® designation preferred or willingness to obtain.
  • Bachelor's degree or equivalent professional experience.
  • Experience within the wealth management, financial planning, or insurance industry.
  • Experience using Salesforce, eMoney, MoneyGuidePro, or similar CRM and financial planning software.

Skills & Attributes

  • Proven ability to develop business and build long-term client relationships.
  • Strong consultative sales and relationship management skills.
  • Excellent communication and presentation abilities with confidence leading client meetings.
  • Entrepreneurial mindset with a strong desire to achieve production and growth goals.
  • Highly organized with exceptional attention to detail and follow-through.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Professional presence with a commitment to delivering a concierge-level client experience.
  • Strong proficiency in Microsoft Office, Outlook, CRM systems, and financial planning technology.
  • High ethical standards with a commitment to fiduciary responsibility and regulatory compliance.

Why Join Larson Financial Group?

At Larson Financial Group, you'll have the opportunity to grow your career in a collaborative environment backed by a respected wealth management firm. We provide advisors with robust planning resources, marketing support, operational infrastructure, and advanced technology so you can focus on what you do best, building relationships, growing your practice, and helping clients achieve financial success.


Compensation and Benefits

  • Competitive base salary commensurate with experience, annual performance bonus, and meaningful long-term incentive participation.
  • Comprehensive benefits package including health, dental, vision, 401(k) with match, and other firm-specific benefits.