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Financial Planner

Date Posted: May 17, 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: Jun 17, 2026
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Job Description

Overview

Larson Financial Group, LLC is seeking a dedicated Financial Planner to join their St. Louis office, where they are committed to helping clients build secure financial futures through personalized wealth management services. This role involves working closely with clients to achieve their financial goals with exceptional service and collaboration with internal teams.

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 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

Required skills

  • 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 and ability to build trust
  • Strong written and verbal communication skills
  • Proficiency in Microsoft Office and Outlook
  • Strong organizational skills and attention to detail
  • Adaptable and proactive in dynamic environments
  • Commitment to confidentiality and regulatory standards

What the company offers

  • Competitive benefits package
  • 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
1 Current Jobs Openings

Larson Financial Group, LLC is a diversified financial services company that provides advisory services, capital management, and fund management. The firm focuses on optimizing financial performance across its various business entities. Read More

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