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Financial Planner

Date Posted: Jun 23, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location East Saint Louis, Missouri, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 21, 2026
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Job Description

Overview

Larson Financial Group is seeking a dedicated Financial Planner to join their St. Louis office. The role involves working closely with clients to achieve their financial goals by delivering high-quality, personalized wealth management services.

Key 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 collaboratively
  • Track planning process milestones and follow up on action items
  • Deliver high-quality service to retain top clients
  • Maintain accurate data in CRM and financial planning software
  • Cultivate referrals through thoughtful client interactions
  • Manage onboarding and ongoing client service processes
  • Resolve client inquiries and provide trusted support

Required skills

  • Minimum 2 years of experience in financial planning or related field
  • Series 7 and 66 licenses
  • 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
  • Strong written and verbal communication skills
  • Proficiency in Microsoft Office and Outlook
  • Strong organizational skills
  • Commitment to maintaining confidentiality and upholding regulatory standards

What the company offers

  • 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

Skills Required

Company Overview

Larson Financial Group, LLC
Pirenopolis, Nevada, United States of America
11 Current Jobs Openings

Larson Financial Group is dedicated to helping clients build secure financial futures. They offer comprehensive wealth management services with a personalized approach, focusing on delivering exceptional client service and building long-term relation... Read More

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