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Financial PlannerLarson Financial Group, LLC • St. Louis, Missouri, United States
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Financial Planner

Larson Financial Group, LLC
  • US
    St. Louis, Missouri, United States
  • US
    St. Louis, Missouri, United States
Postuler Maintenant

À propos

Description:

About Us  

At Larson Financial Group, 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 St. Louis 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. 

Requirements:

What You’ll Do  

  • 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 

What We’re Looking For  

Qualifications  

  • 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. 


PId20f94b2039b-

  • St. Louis, Missouri, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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