At Larson Financial Group, LLC, 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.

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.

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

• 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.

Compensation details: 100000 Yearly Salary

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