The Financial Planner role in St. Louis, MO is an onsite position with Larson Financial Group, LLC, focused on delivering tailored wealth planning and high-touch client service. The role supports long-term relationships by collaborating with advisory teammates to meet client expectations and financial goals.
Key Responsibilities
- Plan for and lead client meetings
- Gather and organize client data to build comprehensive financial plans
- Develop insurance illustrations and financial scenarios
- Present investment recommendations in collaboration with the advisory team
- Monitor planning milestones and follow up on action items
- Provide proactive, high-quality service to retain top clients
- Maintain accurate data in CRM and financial planning software
- Create thoughtful client touchpoints to cultivate referrals
- Oversee onboarding and ongoing client service processes
- Resolve client inquiries and provide trusted support
Requirements
- 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 (eMoney, MoneyGuidePro)
- 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
- Professional 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
Technologies
- Salesforce
- eMoney
- MoneyGuidePro
Benefits
- 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) plus 12 Paid Holidays
- Training, Development, and Educational Opportunities
- Company Events, Recognition Awards, and Team Activities
About Us
Larson Financial Group, LLC is dedicated to helping clients build a secure financial future through comprehensive wealth management delivered with a personalized touch. We are seeking a dedicated Financial Planner to join our growing St. Louis office, offering an opportunity to serve clients, develop expertise, and advance within a supportive environment.
About the Role
As a Financial Planner, you will work closely with clients to help them achieve their financial goals. You will prepare and conduct client meetings, develop tailored financial plans, and provide a high-touch, concierge-like experience. Collaboration with advisors and internal teams will ensure client satisfaction while supporting your own professional growth in a fast-paced, supportive setting.
Next Steps
To move forward, submit your application and join a team that values integrity, service, and meaningful client relationships.
