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Financial Planner

2 months ago

Kansas City, Missouri, United States Larson Financial Group, LLC Full time
Financial Planner Job Description

Larson Financial Group, LLC is seeking a skilled Financial Planner to join our team in the Kansas City, MO area. As a Financial Planner, you will play a crucial role in helping clients achieve their financial goals by providing expert guidance and support.

Key Responsibilities:
  • Conduct client meetings to discuss financial plans and goals
  • Gather data from clients to prepare comprehensive financial plans
  • Develop and implement financial plans to help clients achieve their goals
  • Communicate investment advice and recommendations to clients
  • Track progress and follow up with clients to ensure successful implementation of financial plans
Requirements:
  • 8+ years of experience in the financial planning field
  • Series 7 & 66 Licenses
  • CFP certification
  • Four-year degree or equivalent work experience
  • Knowledge of insurance and financial services industry
  • Ability to maintain confidentiality and handle sensitive information
  • Proficiency in Microsoft Office and Outlook
  • Experience with financial planning software and ability to learn new systems
What We Offer:
  • Competitive salary and bonus structure
  • Generous employee benefits package, including medical, dental, and vision insurance
  • 401(k) employer match up to 4%
  • Profit sharing bonus program
  • Opportunities for professional growth and development

Larson Financial Group, LLC is an equal opportunity employer and welcomes applications from diverse candidates. If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application.