Financial Planner at Larson Financial Group, LLC Careers

Job Description:

Latest job information from Larson Financial Group, LLC Careers for the position of Financial Planner. If the Financial Planner vacancy in Saint Louis matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Larson Financial Group, LLC Careers for the position of Financial Planner below matches your qualifications.

Description:

About Us  

At Larson Financial Group, 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 Financial Planner to join our growing St. Louis office. 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 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. 

What You’ll Do  

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

What We’re Looking For  

Qualifications  

• Minimum 2 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 

Why Join Larson Financial Group?  

We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 

• Profit Sharing Bonus Program 
• 401(k) with Employer Match (up to 4%) 
• Comprehensive Medical, Dental, and Vision Insurance 
• Company-paid Long-term Disability, Life Insurance, and EAP 
• Voluntary Short-term Disability and Supplemental Insurance 
• Generous PTO (112 hours after 90 days) + 12 Paid Holidays 
• Training, Development, and Educational Opportunities 
• Company Events, Recognition Awards, and Team Activities 

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. 

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Job Info:

• Company: Larson Financial Group, LLC Careers
• Position: Financial Planner
• Work Location: Saint Louis
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Financial Planner at the office Saint Louis above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.