Financial Planner | Grow Your Wealth Advisory Practice

Larson Financial Group; St. Louis (MO); Hybrid; USD 90,000 - 135,000; Full time

Benefits offered by this job

Annual bonus

Health benefits

401(k) with match

Job summary

Larson Financial Group, LLC in Missouri is seeking a motivated Financial Planner to grow a book of business and deliver comprehensive financial planning strategies.

The role emphasizes production and client relationships, with opportunities to collaborate with investment advisors and internal specialists.

Requirements include 5+ years in wealth management, Series 7/66, Bachelor's degree; CFP preferred.

Qualifications

• Minimum 5+ years in financial planning or wealth management.
• Series 7 & 66 licenses are required.
• CFP designation preferred or willingness to obtain.
• Bachelor's degree or equivalent professional experience.
• Experience with wealth management and advisory services.

Responsibilities

• Develop and grow a personal book of business via referrals and networking.
• Meet clients to identify financial planning opportunities and deliver wealth management solutions.
• Build and maintain trusted relationships for long-term client retention and referrals.
• Generate new assets under management through networking, referrals, and firm marketing.
• Prepare and present comprehensive financial plans addressing retirement, investments, taxes, estate, insurance, and wealth transfer.
• Collaborate with investment advisors to implement client strategies.
• Identify cross-selling opportunities across the firm's services.
• Maintain active client contact strategy to grow opportunities.
• Manage onboarding from prospect to long-term client.
• Maintain accurate client records in CRM and planning software with regulatory compliance.

Skills

Business development

Client relationship management

Consultative sales

Financial planning

Excellent communication

Leadership

Education

Bachelor's degree

CFP designation preferred

Series 7 license

Series 66 license

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC in Missouri is seeking a motivated Financial Planner to grow a book of business and deliver comprehensive financial planning strategies.

The role emphasizes production and client relationships, with opportunities to collaborate with investment advisors and internal specialists.

Requirements include 5+ years in wealth management, Series 7/66, Bachelor's degree; CFP preferred.