Wealth Management Advisor

2 weeks ago


Cape Girardeau, Missouri, United States Larson Financial Group, LLC Full time


Larsen Financial Group, LLC is in search of a skilled individual to fill the role of Wealth Management Advisor.

This role is ideal for someone who thrives on engaging with clients to help them reach their financial aspirations through meticulous follow-up, preparation for meetings, conducting consultations, and managing client documentation.

The perfect candidate will possess the ability to navigate both interpersonal interactions and procedural tasks with confidence, embracing challenges and opportunities alike. A commitment to providing exceptional service and fostering client relationships will be key to excelling in this position.

In this client-centric role, you will leverage your industry expertise to collaborate with the Advisory team, contributing to an exceptional client experience.

This position operates in a dynamic environment and requires an individual eager to learn, advance in their career, and adept at managing challenges while celebrating achievements.


Key Responsibilities include, but are not limited to:
- Preparing and leading client consultations
- Collecting data from clients for the development of financial strategies
- Producing insurance illustrations and formulating financial plans
- Delivering investment recommendations based on team insights
- Monitoring subsequent steps in the planning journey for clients
- Providing exemplary service to cultivate top-tier clients
- Inputting and managing data within Contact Management Systems and Financial Planning software
- Executing client engagement strategies to create a premier experience that encourages referrals
- Following up and processing new business; nurturing existing client relationships
- Addressing and resolving client inquiries
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