Financial Planner

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. PI16ad3096d605-29400-38168005