Financial Planner (St. Louis)

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. 

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