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

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Financial Planner

Larson Financial Group, LLC

St. Louis, Missouri, United States

St. Louis, Missouri, United States

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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

St. Louis, Missouri, United States

Sprachkenntnisse

English

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