Financial Planning

3 weeks ago

Saint Louis MO, United States Larson Financial Group, LLC Careers Full time

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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.
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. Collect and organize client data to build financial plans
Construct insurance illustrations and financial scenarios
Communicate investment recommendations in collaboration with the advisory team
Deliver proactive, high-quality service to retain top clients
Maintain accurate data in CRM and financial planning software
Minimum 2 years of experience in financial planning or a related field
Bachelor’s degree or equivalent work experience
Familiarity with the insurance and financial services industry
Experience using Salesforce and financial planning software (e.g., Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone
Proficiency in Microsoft Office and Outlook
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
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
Ready to take the next step in your financial planning career?

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