Financial Planner

Description:About UsAt 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 RoleAs 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 DoPrepare for and lead client meetingsCollect and organize client data to build financial plansConstruct insurance illustrations and financial scenariosCommunicate investment recommendations in collaboration with the advisory teamTrack planning process milestones and follow up on action itemsDeliver proactive, high-quality service to retain top clientsMaintain accurate data in CRM and financial planning softwareCreate thoughtful client "touches" to cultivate referralsManage onboarding and ongoing client service processesResolve client inquiries and provide trusted support What We're Looking ForQualificationsMinimum 2 years of experience in financial planning or a related fieldSeries 7 and 66 licenses requiredCFP designation is a plusBachelor's degree or equivalent work experienceFamiliarity with the insurance and financial services industryExperience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) Skills & AttributesExceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phoneStrong written and verbal communication skills with high attention to detailProficiency in Microsoft Office and OutlookProfessionalism in appearance, attitude, and work ethicAdaptable, proactive, and comfortable working in a dynamic environmentStrong organizational skills with the ability to prioritize and follow throughCommitment 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 Program401(k) with Employer Match (up to 4%)Comprehensive Medical, Dental, and Vision InsuranceCompany-paid Long-term Disability, Life Insurance, and EAPVoluntary Short-term Disability and Supplemental InsuranceGenerous PTO (112 hours after 90 days) + 12 Paid HolidaysTraining, Development, and Educational OpportunitiesCompany 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. PI776589a55c9f-29400-38168005

Created: 2025-10-01