Larson Financial · 12 hours ago
Financial Planner
St. Louis, Missouri
Full-time
Onsite
Entry, Mid Level
2+ years expLarson Financial Group is committed to helping clients build a secure financial future, and they are seeking a dedicated Financial Planner to join their growing St. Louis office. In this role, you will work closely with clients to help them achieve their financial goals by preparing meetings, developing tailored financial plans, and delivering exceptional client service.
AdviceBankingCommercial Real EstateConsultingFinancial ServicesReal EstateReal Estate InvestmentVenture CapitalWealth Management
Responsibilities
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
Qualification
Required
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)
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
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) + 12 Paid Holidays
Training, Development, and Educational Opportunities
Company Events, Recognition Awards, and Team Activities
Company
Larson Financial
Larson Financial is a financial services company offering life insurance and mortgage loans services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
P
Paul Larson
CEO
Recent News
The Business Journals
2024-04-11
2024-02-10
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