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Financial specialist Jobs in St Louis, MO

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Financial specialist • st louis mo

Last updated: 1 day ago

Financial Planner

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

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

Financial Accountant

WeissmanSaint Louis, MO, United States
Full-time

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

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 Analyst

West Penn WireSaint 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

Financial Advisor

Renaissance FinancialSaint Louis, MO, United States
Full-time

What we do is not just a job it is a passion.Renaissance Financial is a comprehensive financial strategies firm with locations in St.Louis, Overland Park, Omaha, Phoenix and Salt Lake City.Our Mis... 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 Analyst

Precoat MetalsSt. Louis, Missouri, United States
Full-time

Are you and experienced finance professional that is looking for your next opportunity to include significant involvement in FP&A, financial and business analytics, modeling and investment deci... Show more

Financial Analyst

AZZ IncorporatedSaint Louis, MO, United States
Full-time

Since 1961, Precoat Metals has been setting the standards in the coil coatings industry worldwide.We are committed to this level of quality in both our product line and customer service and focus o... Show more

Financial Advisor

Northwestern MutualSaint 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

MRINetworkSaint Louis, MO, United States
Full-time

Major Bank is seeking a Financial Accountant to join the ABUS Lending team that focuses on the accounting and reporting of commercial loans for Asset Based Lending, Global Receivables Trade, Distri... Show more

Financial Specialist

Department of JusticeSaint Louis, MO, United States
Full-time

As a Financial Specialist at the GS-0501-9/11 level, some of your typical work assignments may include:.Overseeing the District financial management program.Analyzing the District's financial oblig... Show more

Financial Planning Specialist II

BuseySaint Louis, MO, United States
$64,000.00 yearly
Full-time

Financial Planning Specialist II.The Financial Planning Specialist II has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing... Show more

Financial Representative

Western & Southern LifeSaint Louis, MO, United States
Full-time

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recomme... 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

Supervisory Financial Management Specialist

US Government JobsSaint Louis, MO, United States
Full-time

This position is located in the Drug Enforcement Administration (DEA), Omaha and St.The position's primary purpose is to support the Business Operations Program (BOP) within the respective DEA Dome... Show more

Entry Level Financial Specialist

Banderman Financial GroupSt. Louis, MO, US
$65,000.00 yearly
Full-time

At The Banderman Group, we are guided by a strong foundation of faith, fun, family, growth, grit, and gratitude.Our passion is centered on improving lives, protecting dreams, and building meaningfu... 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

Financial Manager

GraybarSaint Louis, MO, United States
$65,000.00 yearly
Full-time

As a Financial Manager, you will support profit center sales and profitability initiatives through the extension of customer credit and management of accounts receivable portfolios.Establish credit... 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

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Financial Planner

Financial Planner

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