Senior Financial Planner

Description At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the Phoenix, AZ area. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. About The Role As a Senior Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. Job Responsibilities Prepare for and lead client meetingsCollect and organize client data to build financial plansConstruct insurance illustrations and financial scenariosCommunicate investment recommendations in collaboration with the advisory teamTrack planning process milestones and follow up on action itemsDeliver proactive, high-quality service to retain top clientsMaintain accurate data in CRM and financial planning softwareCreate thoughtful client "touches" to cultivate referralsManage onboarding and ongoing client service processes Resolve client inquiries and provide trusted support Requirements Qualifications: Minimum 2 years of experience in financial planning or a related fieldSeries 7 and 66 licenses requiredCFP designation is a plusBachelor’s degree or equivalent work experienceFamiliarity with the insurance and financial services industryExperience 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 phoneStrong written and verbal communication skills with high attention to detailProficiency in Microsoft Office and OutlookProfessionalism in appearance, attitude, and work ethicAdaptable, proactive, and comfortable working in a dynamic environmentStrong organizational skills with the ability to prioritize and follow throughCommitment to maintaining confidentiality and upholding regulatory standards Benefits And Compensation – Competitive base salary commensurate with experience, annual performance bonus, and meaningful long-term incentive participation. Comprehensive benefits package including health, dental, vision, 401(k) with match, and other firm-specific benefits. Who We Are Mission: Empowering All to Flourish True prosperity involves not just individual success but collective well-being. By focusing on our mission of “Empowering All to Flourish,” we contribute to the betterment of communities while creating a sense of unity and shared progress. Beyond being your trusted one-stop shop for comprehensive financial services, we are deeply committed to creating a positive impact on communities – both in our own backyards and throughout the world.Vision: One-Stop Financial Resource Since our inception in 2006, we’ve provided comprehensive financial planning and sophisticated investment advice. We continually expand our services to better meet your financial goals by offering everything under one roof. Your time is important so providing a one-stop financial resource just makes sense.Culture: Goal-Oriented, Servant-Leaders with a Warrior Spirit This is the heart of who we are. Good business practices should be clearly defined by the values of integrity, service, hope, and love. We strive to live out those principles in pursuit of our mission of “Empowering All to Flourish.” By taking care of our clients, colleagues, and communities, we believe everyone can thrive. Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships.