Wealth Planner & Client Experience Leader
Larson Studio LLC
Larson Studio LLC, based in Reno, NV, seeks a Financial Planner to provide exceptional client service and financial planning expertise. This role involves leading client meetings, developing tailored financial plans, and collaborating with advisors to ensure client satisfaction. Candidates should have at least two years of experience in financial planning, the required licenses, and familiarity with financial software. The company offers a robust benefits package, including a profit-sharing program and generous PTO. #J-18808-Ljbffr
Vacancy posted 17 hours ago
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