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Financial Planner

Financial Planner

Larson Financial GroupSt Louis, MO, United States
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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.

    PIc16b12d2e0cf-29952-38168005

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    Financial Planner • St Louis, MO, United States