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Financial services Jobs in St Louis, MO

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Financial services • st louis mo

Last updated: 1 day ago

Financial Planner

Larson Financial Group, LLCSt. Louis, Missouri, United States, 63101
Full-time

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 lo... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanySaint Louis, MO, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Accountant

WeissmanSaint Louis, MO, United States
Full-time

Location Saint Louis, MO, 63139-3525, United States. Show more

Financial Analyst

EquifaxSaint Louis, MO, United States
Full-time

Equifax is where you can power your possible.If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to... Show more

Financial Operations Analyst - Corporate Financial Services (HYBRID)

CignaSaint Louis, MO, United States
Full-time

This is a hybrid role that requires on-site presence in St.The analyst will own the operational invoicing activities for their select pharma manufacturer rebate contracts.The analyst should develop... Show more

Client Partner Banking & Financial Services (BFS)

Blue Ocean VenturesSaint Louis, MO, United States
Full-time

Client Partner Banking & Financial Services.As the Client Partner for the Banking & Financial Services (BFS) vertical at LTIMindtree, you will be the primary owner of strategic relationships within... Show more

Financial Advisor

Ebs RecruitersSaint Louis, MO, United States
Full-time

The Financial Advisor is responsible for helping clients achieve their financial goals through personalized planning, investment guidance, and exceptional client service.This role partners closely ... Show more

Financial Controller

MRINetworkSaint Louis, MO, United States
Full-time

Louis, Missouri | $125K$165K + Bonus.We're working with a well-established and fast-growing U.This role reports directly to the CEO and plays a pivotal part in steering the company's financial health. Show more

Financial Analyst

BeldenSaint Louis, MO, United States
$80,000.00 yearly
Full-time

Innovation Starts With You Propel your career at Belden, where innovation creates possibilitiesfor our people, our customers, and the communities we serve.We connect people, information, and ideas ... Show more

Senior Financial Analyst - Managed Services

Enterprise HoldingsSaint Louis, MO, United States
Full-time

The Senior Financial Analyst is a critical member within the Workforce Technology team (WTT), responsible for ensuring financial accuracy, transparency, and strategic insight across the teams/areas... Show more

Financial Advisor

Commerce BankSaint Louis, MO, United States
$50,000.00 yearly
Full-time

Commerce Financial Advisors is a division of Commerce Bank.For over 35 years, Commerce Financial Advisors has been working to help clients achieve their financial goals.We are currently seeking a m... Show more

Financial Analyst

HCA HealthcareSaint Louis, MO, United States
Full-time

Are you passionate about the patient experience? At HCA Healthcare, we are committed to caring for patients with purpose and integrity.We care like family! Jump-start your career as a Financial Ana... Show more

Financial Operations Analyst - Corporate Financial Services (HYBRID)

eviCoreSaint Louis, MO, United States
Full-time

This is a HYBRID role that requires on-site presence in St.The Analyst will also own the operational invoicing activities for their select pharma manufacturer rebate contracts.The Analyst should de... Show more

Senior Auditor - Financial Services (Insurance)

WipfliSaint Louis, MO, United States
Full-time

At Wipfli, our people are core to everything we dothe catalyst behind our ability to create exceptional impact and extraordinary results.We encourage each individual to follow their own path.People... Show more

Global Structuring Insurance / Financial Services - Manager

PwC (US)Saint Louis, MO, United States
$99,000.00 yearly
Full-time

International Tax Services Manager.At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy.These individuals help businesses n... Show more

Insurance and Financial Services Position - State Farm Agent Team Member

Wesley Ranew - State Farm AgentSaint Louis, MO, US
$55,000.00 yearly
Full-time

We are hiring an Insurance Representative.We're a growing agency looking for hard-working and energetic candidates who want to grow with us!.Salary, plus Commission and Bonuses.You have control of ... Show more

Litigation Associate - Financial Services

UB Greensfelder LLPSt Louis, MO, US
Full-time

UB Greensfelder currently has an opening in the St.Louis office for a mid-level Associate Attorney with 3-5 years of experience to join the Litigation Practice Group, working on commercial litigati... Show more

Financial Operations Analyst - Corporate Financial Services (HYBRID)

CarepathRxSaint Louis, MO, United States
Full-time

This is a HYBRID role that requires on-site presence in St.The Analyst will also own the operational invoicing activities for their select pharma manufacturer rebate contracts.The Analyst should de... Show more

Financial Operations Analyst - Corporate Financial Services (HYBRID)

390 Cigna-Evernorth Services Inc.St. Louis, MO
Full-time

This is a HYBRID role that requires on-site presence in St.The Analyst will also own the operational invoicing activities for their select pharma manufacturer rebate contracts.The Analyst should de... Show more

Financial Specialist

Department of JusticeEast Saint Louis, IL, United States
Full-time

As a Financial Specialist at the GS-0501-9 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial obligati... Show more

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Financial Planner

Financial Planner

Larson Financial Group, LLCSt. Louis, Missouri, United States, 63101
30+ days ago
Job type
  • Full-time
Job description
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.

Requirements:

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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