Senior Financial Advisor
3 weeks ago
Career Opportunity at Larson Financial Group, LLC
We are seeking a highly skilled and experienced Senior Financial Advisor to join our team. As a key member of our Advisory team, you will play a crucial role in delivering exceptional client experiences and driving business growth.
Job Summary:
- Prepare and conduct client meetings to discuss financial plans and goals.
- Gather data from clients to prepare comprehensive financial plans.
- Analyze financial data and provide expert advice on investment opportunities.
- Collaborate with the Advisory team to develop and implement effective strategies for client acquisition and retention.
- Provide outstanding service to our clients by responding promptly to their needs and concerns.
Requirements:
- 8+ years of experience in the financial planning industry.
- Series 7 & 66 Licenses.
- CFP certification.
- Four-year degree or equivalent work experience.
- Knowledge of the insurance/financial services industry.
- Excellent communication and interpersonal skills.
- Ability to maintain confidentiality and handle sensitive information.
What We Offer:
- A competitive salary range of $80,000 - $120,000 per year, depending on experience.
- A generous benefits package, including profit sharing, 401(k) matching, medical insurance, and more.
- Ongoing training and education to support your professional development.
- A collaborative and dynamic work environment.
About Us:
Larson Financial Group, LLC is a leading provider of financial services, dedicated to helping our clients achieve their financial goals. We are committed to delivering exceptional service, building long-term relationships, and making a positive impact in our community.
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