Financial Planner

23 hours ago

Saint Louis, United States Larson Financial Group, LLC Full time
Job DescriptionJob Description

Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the St. Louis, MO area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.


In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.


Responsibilities include, but are not limited to:

  • Preparing and conducting client meetings
  • Gathering data from clients for preparation of financial plan
  • Running insurance illustrations, constructing financial plans
  • Communicating investment advice based on recommendations of team
  • Tracking next steps in the planning process for clients
  • Providing outstanding service to reproduce top clients
  • Entering and manipulate information into Contact Management System and Financial Planning software
  • Implementing client touches to create concierge experience resulting in consistent referrals
  • Performing follow up and process new business; manage existing client relationships
  • Managing and resolving client issues


Expectations:

  • Ability to build rapport via phone, virtual meetings or in person with clients
  • Professional, clear, and polite communication preference is required
  • Ability to work with the Advisor and other support team members to accomplish a common goal
  • Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.
  • Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.

Skills and Experience:

  • 8+ years' experience in the Financial Planning field
  • Must have Series 7 & 66 Licenses
  • Must have CFP
  • Four-year degree or equivalent work experience
  • Knowledge of insurance/financial services industry
  • Ability to maintain confidentiality of information
  • Proficiency with Microsoft Office and Outlook
  • Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis
  • Experience with Salesforce
  • Proficient data entry skills
  • Flexible schedule for meetings and client event.
  • Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required.
  • Ability to manage time in an efficient, self-directed manner is required.
  • Ability to be proactive and professionally assertive is required.
  • Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
  • Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.
  • Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.

Larson Financial Group offers a generous employee benefits & perks package:

  • Profit Sharing Bonus Program
  • 401(k) Employer Match up to 4%
  • Medical Insurance (HDHP HSA plans are 100% paid for the employee, more plans available at cost)
  • Dental Insurance
  • Vision Insurance
  • ER PD Long Term Disability Insurance
  • ER PD Life Insurance
  • ER PD EAP
  • Voluntary Short Term & Additional Life
  • Supplemental Insurance
  • Paid time Off (112 hours after 90 days)
  • Holiday Pay (12 Holidays)
  • Training & Education
  • ER Events, Awards, Activities


PI186db3bc713a-25405-36330387

  • Strategic Financial Planner

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential as a Strategic Financial Planner at Edward JonesWe're seeking highly motivated and skilled professionals to join our team as Strategic Financial Planners. In this role, you'll have the opportunity to work closely with financial advisors, providing expert guidance on complex financial planning matters.About UsAt Edward Jones, we're...

  • Senior Planner

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Planner

    2 months ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Planner

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Planner

    2 months ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Planner

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Planner

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Planner

    3 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Professional Financial Advisor for Wealth Management

    2 weeks ago

    Saint Louis, United States Gatewood Wealth Solutions Full time

    At Gatewood Wealth Solutions, we strive to empower families through comprehensive financial planning and investment management services. As a Professional Financial Advisor for Wealth Management, you will play a pivotal role in guiding our clients through life's most complex financial decisions. Your responsibility will be to maintain long-term relationships...

  • Senior Financial Strategist

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    About Edward JonesWe are a financial services firm that values our clients and associates. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we strive to provide exceptional service and support.Our PurposeWe partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities...

  • Senior Planner

    3 weeks ago

    Saint Louis, MO, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Planner

    2 weeks ago

    Saint Louis, MO, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Strategic Financial Planning Director

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential as a Strategic Financial Planning DirectorWe are seeking an experienced and skilled Strategic Financial Planning Director to join our team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and wealth management to drive business growth and deliver exceptional client experiences.About UsEdward...

  • Strategic Financial Analyst

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    We're seeking a talented Senior Planner to join our team at Edward Jones. As a Senior Planner, you will play a vital role in helping our clients achieve their financial goals and protect their wealth.About UsAt Edward Jones, we believe that everyone deserves to feel seen, heard, respected, and supported. That's why we've built a culture where our associates...

  • High Net Worth Financial Planning Director

    3 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and experienced Director of High Net Worth Financial Planning to join our team at Edward Jones. This is a fantastic opportunity to lead a talented group of professionals in providing expert financial planning services to our high net worth clients.ResponsibilitiesLead a team of experienced financial planners in...

  • Senior Planner

    1 month ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Planner

    4 weeks ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Senior Planner

    1 month ago

    Saint Louis, United States Edward Jones Full time

    Your passion. Our purpose. This could be powerful.Maybe the markets keep you up at night. Trusts are your forte. Or your idea of a perfect day at the office is a deep dive into equity research. Whatever your passion, at Edward Jones it will have purpose. Your work is meaningful - because it has a singular focus: client relationships. What you do every day...

  • Strategic Financial Consultant

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Empowering Client SuccessYour passion for financial planning can drive meaningful impact at Edward Jones. As a Wealth Strategist II, you'll play a pivotal role in helping clients achieve their goals, and your work will be deeply connected to the communities we serve.The Role: Our Wealth Management Consultation team provides tailored financial strategies to...

  • High Net Worth Financial Planning Director

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    We are seeking a highly experienced and skilled High Net Worth Financial Planning Director to join our team at Edward Jones. As a leader in the financial services industry, we value expertise, innovation, and collaboration.The ideal candidate will have a strong background in financial planning, tax, and estate strategies, with a proven track record of...