High-Touch Financial Planner | Profit Sharing & 401(k)
Larson Financial
A financial services firm in St. Louis seeks a Financial Planner to help clients reach their financial goals through tailored plans and exceptional service. The role involves leading client meetings, collecting data, and collaborating to create effective financial strategies. Candidates should have 2 years of experience, Series 7 and 66 licenses, and proficiency in Salesforce and financial planning software. The company offers a comprehensive benefits package, including profit sharing and generous PTO. #J-18808-Ljbffr Larson Financial
Vacancy posted 3 days ago
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