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Financial Planning Jobs in Reno, NV (NOW HIRING)

Larson Financial Holdings, LLC

Financial Planner

Reno, NV · On-site

$75K - $101K/yr

Conduct prospect and client meetings to identify financial planning opportunities and recommend comprehensive wealth management solutions. * Build and maintain trusted relationships that result in ...

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 ...

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 ...

Ormat

FP&A Analyst

Reno, NV · On-site

Position Summary This position is responsible for organizing company finances, preparing budget reports, and monitoring operations spending for multiple business units. Essential Functions

New

Ormat Technologies, Inc.

FP&A Analyst

Reno, NV · On-site

OverviewThis position is responsible for organizing company finances, preparing budget reports, and monitoring operations spending for multiple business units. Responsibilities * Collaborate with ...

New

Ormat

FP&A Analyst

Reno, NV · On-site

Position Summary This position is responsible for organizing company finances, preparing budget reports, and monitoring operations spending for multiple business units. Essential Functions

Ormat Technologies, Inc.

FP&A Analyst

Reno, NV · On-site

OverviewThis position is responsible for organizing company finances, preparing budget reports, and monitoring operations spending for multiple business units. Responsibilities * Collaborate with ...

New

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All JobsFinancial Planning JobsFinancial Planning Jobs in Reno, NV

Financial Planning information

See Reno, NV salary details

$35.4K

$60.4K

$104.2K

How much do financial planning jobs pay per year?

As of Aug 2, 2026, the average yearly pay for financial planning in Reno, NV is $60,439.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,400.00 and $68,300.00 per year, depending on experience, location, and employer.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the Certified Financial Planner (CFP) and use tools such as financial software to analyze clients' financial situations. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

Who makes more money, CFP or CPA?

Financial planners with a Certified Financial Planner (CFP) designation often have higher earning potential than Certified Public Accountants (CPAs), especially when providing comprehensive financial planning services. However, CPAs may earn more in accounting-specific roles or in firms with high billable hours. Salary varies based on experience, location, and client base.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000 per year, with top earners in the industry reaching higher compensation through commissions, bonuses, and advanced certifications like the CFP or CFA.

What are some common challenges Financial Planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

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 planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly more, often exceeding six figures. Income can also include commissions and fees for services provided.

What are the key skills and qualifications needed to thrive in Financial Planning, and why are they important?

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.
What are the most commonly searched types of Financial Planning jobs in Reno, NV? The most popular types of Financial Planning jobs in Reno, NV are:
What are popular job titles related to Financial Planning jobs in Reno, NV? For Financial Planning jobs in Reno, NV, the most frequently searched job titles are:
What job categories do people searching Financial Planning jobs in Reno, NV look for? The top searched job categories for Financial Planning jobs in Reno, NV are:
What cities near Reno, NV are hiring for Financial Planning jobs? Cities near Reno, NV with the most Financial Planning job openings:
Financial Planning jobs near you
Infographic showing various Financial Planning 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 $60,439 per year, or $29.1 per hour.

Financial Planner

Larson Financial Holdings, LLC

Reno, NV • On-site

$75K - $101K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 15 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.