Financial Planner

Description :

Scroll down to find the complete details of the job offer, including experience required and associated duties and tasks.

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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