Larson Financial Group, LLC
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.
PI9eb0598ad845-29400-38168005
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.
PI9eb0598ad845-29400-38168005