? [Only 24h Left] Financial Planner

Company: Larson Financial Group, LLC
Location: Saint Louis
Posted on: June 24, 2025

Job Description:

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. PIdff4a5dcc8fc-37156-37827349

Keywords: Larson Financial Group, LLC, Chesterfield , ? [Only 24h Left] Financial Planner, Accounting, Auditing , Saint Louis, Missouri