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.
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