Financial Planner
Ebs Recruiters
Financial Planner
The Financial Planner is responsible for helping clients achieve their financial goals through comprehensive financial planning, personalized recommendations, and exceptional client service. This role works closely with clients and advisory teams to develop tailored financial strategies, guide clients through the planning process, and build long-term relationships. The ideal candidate is detail-oriented, relationship-driven, and passionate about delivering a high-touch client experience.
Key Responsibilities
- Prepare for and lead client meetings
- Gather and organize client financial information to develop customized financial plans
- Create insurance illustrations and financial planning scenarios
- Communicate investment recommendations in collaboration with advisory teams
- Track financial planning milestones and follow up on action items
- Deliver proactive client service and ongoing relationship management
- Manage client onboarding and support ongoing service needs
- Maintain accurate records within CRM and financial planning systems
- Respond to client inquiries and provide trusted financial planning support
- Cultivate client relationships and referral opportunities through ongoing engagement
Requirements
- Minimum 2 years of experience in financial planning or a related field
- Series 7 and Series 66 licenses required
- CFP designation preferred
- Bachelor's degree or equivalent work experience
- Familiarity with the financial services and insurance industries
- Experience with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar)
- Strong interpersonal, communication, and relationship-building skills
- High attention to detail and organizational abilities
- Proficiency in Microsoft Office and Outlook
- Professional, proactive, and adaptable approach to client service
- Commitment to maintaining confidentiality and regulatory compliance
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Planner in Saint Louis, MO vacancy
- ...Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team... ...personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting...SuggestedFull timeTemporary workWork experience placementWork at office
Larson Financial Group, LLC Careers
Saint Louis, MOmore than 2 months ago - ...Financial PlannerThe Financial Planner is responsible for helping clients achieve their financial goals through comprehensive financial planning, personalized recommendations, and exceptional client service. This role works closely with clients and advisory teams to develop...SuggestedWork at office
ebs Recruiters
Saint Louis, MO3 days ago - ...Financial Planner The Financial Planner is responsible for helping clients achieve their financial goals through comprehensive financial planning, personalized recommendations, and exceptional client service. This role works closely with clients and advisory teams to...SuggestedWork experience placementWork at office
- ...professional licensing support to help you confidently transition into financial services. You’ll be surrounded by a team that’s walked the... ...months. Aaron is currently pursuing his Certified Financial Planner (CFP®) designation and founded Aeon Financial within...SuggestedFull timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
Northwestern Mutual - St. Louis
Saint Louis, MO6 days ago - ...Job Description Job Description Description: At Larson Financial Holdings, LLC we are seeking eager aspiring Financial Planner Associates to participate in a structured 90-day development program designed to build the knowledge, skills, and licensing requirements...SuggestedFull timeTemporary workInternship
Larson Financial Holdings, LLC
Saint Louis, MOmore than 2 months ago - Relationship Banker (I-III)Provides superior client service and maintains high relationship selling results through finding information and solutions in a timely, friendly and accurate manner, offering new and current products to clients and prospects, while opening new...
Royal Banks of Missouri
Saint Louis, MO3 days ago - ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your...Afternoon shift
Chase
Saint Louis, MO3 days ago - ...I who will deliver an exceptional customer experience at the teller window and over the phone, while helping customers meet their financial goals. You will build personal connections, process transactions, educate customers on digital banking, and collaborate with teammates...Full time
Regions Bank
Saint Louis, MO2 days ago - ...committed to bringing passion and customer focus to the business.Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing...Work at officeNight shift
Simmons Bank
Saint Louis, MO13 hours ago - ...JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, offering financial solutions and leveraging technology to assist clients in achieving their goals. You will acquire, manage, and retain client relationships, delivering...
Fairygodboss
Saint Louis, MO3 days ago - ...and assist them with transactions through various self-service resources. This role involves building relationships to help meet financial needs while ensuring compliance with banking regulations. The successful candidate will need to demonstrate exceptional communication...
Bank of America
Saint Louis, MO2 days ago - ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
Chase
Saint Louis, MO3 days ago - ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Saint Louis, MO3 days ago - Personal Banker At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation...Hourly payContract workTemporary workTraineeshipWork at officeFlexible hours
Midland States Bank
Saint Louis, MO3 days ago $20.55 - $25.05 per hour
...Personal BankerBuilding a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our culture is about our people, the ones in...Hourly payFull timeCommerce Bank
Saint Louis, MO13 hours ago- A leading financial advisory firm in St. Louis seeks a Senior Financial Planner with strong tax planning expertise. This position focuses on developing customized financial strategies for high-net-worth families. The ideal candidate will have a Bachelor’s degree and a CFP...
- A financial services company in St. Louis seeks motivated individuals for entry-level financial professional roles. No prior experience is needed as candidates will benefit from a comprehensive training program focused on engaging clients to achieve their financial goals...Flexible hours
- A financial services firm located in Missouri is seeking an entry-level financial professional. This position requires no prior experience and offers comprehensive training to assist individuals and families in achieving their financial goals. Responsibilities include discussing...Part timeFlexible hours
- Larson Financial Holdings LLC is seeking a Senior Financial Planner in St. Louis to work closely with clients, build tailored financial plans, and deliver high-touch service. You will collaborate with the advisory team to present investment ideas and ensure smooth onboarding...
- Here at Morrison Family Financial (a GFI Affiliate), we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering...Remote jobFull timeTemporary workPart timeFlexible hours
- Larson Financial in St. Louis, Missouri, is looking for aspiring Financial Planner Associates for a structured 90-day development program aimed at building knowledge, skills, and licensing requirements for a career in financial planning. The role offers training in client...Traineeship
- ...Senior Financial Planner The Senior Financial Planner is responsible for delivering personalized financial planning and exceptional client service to help clients achieve their long-term financial goals. This role partners closely with clients, advisors, and internal...Work at office
- Relationship Banker Business SpecialistAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...Work experience placementWork at officeShift work
PNC
Saint Louis, MO12 hours ago - The Family Office Team is seeking a highly experienced Senior Financial Planner with a strong background in tax planning and wealth management. This role is ideal for a dynamic professional eager to provide comprehensive financial solutions to high-net-worth families, integrating...Work at officeLocal area
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeShift workWeekend workDay shift
Bank of America Corporation
Saint Louis, MOa month ago - ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable...Work experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
Saint Louis, MO2 days ago - ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
Bankers Life
Saint Louis, MO3 days ago - ...Financial Aid CounselorThe Financial Aid Counselor serves as a key member of the Office of Financial Assistance, responsible for administering financial aid programs and providing excellent customer service to current and prospective students. This role includes counseling...Work at office
Harris-Stowe State University
Saint Louis, MO3 days ago $70k - $200k
...Financial Advisor – Northwestern Mutual (Forest Park, Missouri) Financial Advisors at Northwestern Mutual – Forest Park (dba Babitz Financial Group) help their clients live more and worry less through our personalized approach to financial planning. As a business owner...Work experience placementThe Job Sauce
Saint Louis, MO2 days ago- ...benefits including transition bonuses, profit sharing, employee ownership opportunities, and robust benefits. Job Description As a Financial Advisor, you will help high‑net worth individuals, families, and business owners navigate their financial lives across all phases,...Full time
Accounting Career Consultants, ACC Legal & HR Career Consult...
Saint Louis, MO3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- financial advisor development program Saint Louis, MO
- financial associate Saint Louis, MO
- project finance associate Saint Louis, MO
- jde finance consultant Saint Louis, MO
- wealth advisor Saint Louis, MO
- senior wealth advisor Saint Louis, MO
- senior financial advisor Saint Louis, MO
- financial consultant Saint Louis, MO
- finance associate Saint Louis, MO
- financial planning administrator Saint Louis, MO