Financial Planner
Larson Financial Group
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 were 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 , youll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, youll be a key player in delivering a high-touch, concierge-style experience. Youll 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 Youll 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 Were 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
- Bachelors 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.
PI47a401363344-26289-38168005
Vacancy posted 4 days ago
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