Senior Financial Planner

Larson Studio LLC; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Profit Sharing Bonus Program

401(k) with Employer Match

Comprehensive Medical, Dental, and Vision Insurance

Generous PTO

Job summary

Larson Financial Group, LLC in Houston seeks a Senior Financial Planner to provide tailored financial services. You will collaborate with clients to craft financial strategies and ensure a high-touch experience.

The ideal candidate has 2 years of experience, holds Series 7 and 66 licenses, and is familiar with Salesforce. We offer a competitive benefits package including profit sharing, 401(k) match, and generous PTO.

Qualifications

• Minimum 2 years of experience in financial planning or a related field.
• Series 7 and 66 licenses required.
• Familiarity with the insurance and financial services industry.

Responsibilities

• Prepare for and lead client meetings.
• Develop tailored financial plans for clients.
• Communicate investment recommendations.

Skills

Interpersonal skills

Communication skills

Organizational skills

Proficiency in Microsoft Office

Education

Bachelor’s degree or equivalent work experience

CFP designation

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Description

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 Senior Financial Planner to join our growing Houston 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.

About the Role

As a Senior 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.

Requirements

• 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

Qualifications

• 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.