Senior Financial Planner

About the role

Larson Financial Group, LLC is committed to helping clients build a secure financial future through comprehensive wealth management services. They are seeking a dedicated Senior Financial Planner to join their growing St. Louis office.

Responsibilities

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Create 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
• Create thoughtful client "touches" to cultivate referrals
• Manage onboarding and ongoing client service processes
• Resolve client inquiries and provide trusted support

Qualifications

• Minimum 3 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