Senior Financial Planner - Personal Wealth and Concierge
Larson Financial
Larson Financial in St. Louis is seeking a Senior Financial Planner to work closely with clients to help them achieve their financial goals. The role involves preparing client meetings, developing tailored financial plans, and maintaining accurate data using CRM tools. The ideal candidate will have at least 2 years of experience in financial planning, relevant licenses, and strong interpersonal skills. The position offers a comprehensive benefits package including profit sharing and generous PTO. #J-18808-Ljbffr
Vacancy posted 20 hours ago
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