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Financial Planner Jobs in Reno, NV (NOW HIRING)

Larson Financial Holdings, LLC

Senior Financial Planner

Reno, NV · On-site

$75K - $101K/yr

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 ...

Apply Early

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 ...

Apply Early

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 ...

Apply Early

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 ...

STM Associates

Financial Controller

Reno, NV

Financial Controller Senior Finance Leadership | Project-Driven Environment We are seeking an experienced Financial Controller to lead accounting, financial reporting, and planning activities for a ...

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Ridgeline

Senior Financial Analyst

Reno, NV · On-site

$85K - $106K/yr

As a Senior Financial Analyst at Ridgeline, you will play a critical role in supporting variable compensation operations and Corporate FP&A, with a primary focus on ensuring compensation programs are ...

Ridgeline

Senior Financial Analyst

Reno, NV · On-site

$85K - $106K/yr

As a Senior Financial Analyst at Ridgeline, you will play a critical role in supporting variable compensation operations and Corporate FP&A, with a primary focus on ensuring compensation programs are ...

JENSEN ENTERPRISES INC

FP&A Manager

Reno, NV · On-site

WHAT YOU'LL BE DOING As FP&A Manager, you will help shape how Jensen Infrastructure plans, measures, and improves business performance across a multi-site manufacturing network. This is a highly ...

JENSEN INFRASTRUCTURE

FP&A Manager

Reno, NV · On-site

WHAT YOU'LL BE DOING As FP&A Manager, you will help shape how Jensen Infrastructure plans, measures, and improves business performance across a multi-site manufacturing network. This is a highly ...

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Showing results 1-20

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 6, 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
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Financial Planner jobs near you

Senior Financial Planner

Larson Financial Holdings, LLC

Reno, NV • On-site

$75K - $101K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Be an early applicant

Job description

Description:

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


Requirements:
  • Minimum 2 years of experience in financial planning or a related field
  • Series 7 and 66 licenses required
  • CFP designation is a plus
  • Bachelor’s degree or equivalent work experience
  • Familiarity with the insurance and financial services industry
  • Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)

Skills & Attributes

  • Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone
  • Strong written and verbal communication skills with high attention to detail
  • Proficiency in Microsoft Office and Outlook
  • Professionalism in appearance, attitude, and work ethic
  • Adaptable, proactive, and comfortable working in a dynamic environment
  • Strong organizational skills with the ability to prioritize and follow through
  • Commitment to maintaining confidentiality and upholding regulatory standards

Why Join Larson Financial Group? We offer a competitive benefits package and an engaging work culture that supports personal and professional growth:

  • Profit Sharing Bonus Program
  • 401(k) with Employer Match (up to 4%)
  • Comprehensive Medical, Dental, and Vision Insurance
  • Company-paid Long-term Disability, Life Insurance, and EAP
  • Voluntary Short-term Disability and Supplemental Insurance
  • Generous PTO (112 hours after 90 days) + 12 Paid Holidays
  • Training, Development, and Educational Opportunities
  • Company Events, Recognition Awards, and Team Activities

Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships.