Financial Planning
3 weeks ago
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. 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?
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Financial Planning
3 weeks ago
Saint Louis, MO, United States Larson Financial Group, LLC Careers Full timeScroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. 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...
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Financial Planning Consultant
4 weeks ago
St. Louis, United States Raymond James Financial Full timeFinancial Services AdvisorPartners with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis. Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives. Researches and provides recommendations related...
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Retirement Plan Consultant
6 days ago
Saint Louis, MO, United States Corebridge Financial Full timeRetirement Plan Consultant At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our...
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Financial Planner
4 weeks ago
Saint Louis, MO, United States Larson Financial Group, LLC Full timeDescription: 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...
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Financial Planner
4 weeks ago
Saint Louis, MO, United States Larson Financial Group, LLC Full timeDescription: 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...
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Financial Planner
3 weeks ago
Saint Louis, MO, United States Larson Financial Group, LLC Full timeDescription: 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...
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Financial Planner
3 weeks ago
Saint Louis, MO, United States Larson Financial Group, LLC Full timeDescription: 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...
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Financial Planner
4 weeks ago
Saint Louis, MO, United States Larson Financial Group, LLC Full timeDescription: 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...
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Financial Planner
3 weeks ago
Saint Louis, MO, United States Larson Financial Group, LLC Full timeDescription: Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below. 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...
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Financial Planning Consultant
7 days ago
St. Louis, United States Raymond James Financial, Inc. Full timeResponsibilities PartnerswithFinancialAdvisortoreviewclients’currentportfoliodesign,understandclient goals, enter client data, and conduct financialanalysis. Evaluatesoverallindividualandemployer-basedretirementneeds,researchesvarious options, and recommends planningalternatives. Researchesandprovidesrecommendationsrelatedtoriskmanagementconcerns,including...
