Senior Financial Planner

Larson Financial Group; San Diego (CA); In loco; USD 120.000 - 170.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

401(k) with match

Descrizione del lavoro

Larson Financial Group, LLC, in San Diego, CA, is seeking a Senior Financial Planner to deliver high-touch wealth planning and personalized client service. You will partner with advisors and internal teams to craft tailored financial plans and present investment recommendations with the advisory team.

The role emphasizes meeting preparation, data gathering, and building comprehensive financial scenarios, while supporting long-term client relationships in a fast-paced, supportive environment.

Competenze

• Minimum 5–10 years of experience in financial planning.
• Series 7 and 66 licenses required.
• CFP or CPA designation preferred.
• Bachelor’s degree or equivalent work experience.
• Familiarity with the insurance and financial services industry.
• Experience using CRM tools such as Salesforce and financial planning software (eMoney, MoneyGuidePro).

Mansioni

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations with the advisory team
• Track planning milestones and follow up on action items
• Deliver proactive, high-quality service to retain clients

Conoscenze

Interpersonal skills

Communication

CRM proficiency

Client service

Formazione

Bachelor's degree or equivalent

CFP or CPA preferred

Strumenti

Salesforce

eMoney

MoneyGuidePro

Descrizione del lavoro

Description
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Description
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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 team in the San Diego, CA area. 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.

Job 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

Requirements

Qualifications

• Minimum 5 - 10 years of experience in financial planning
• Series 7 and 66 licenses required
• CFP or CPA designation preferred
• Bachelor’s degree or equivalent work experience
• Familiarity with the insurance and financial services industry
• Experience using CRM tools, such as 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

Benefits and Compensation

Competitive base salary commensurate with experience, annual performance bonus, and meaningful long-term incentive participation. Comprehensive benefits package including health, dental, vision, 401(k) with match, and other firm-specific benefits.

Who We Are

• Mission: Empowering All to Flourish True prosperity involves not just individual success but collective well-being. By focusing on our mission of “Empowering All to Flourish,” we contribute to the betterment of communities while creating a sense of unity and shared progress. Beyond being your trusted one-stop shop for comprehensive financial services, we are deeply committed to creating a positive impact on communities – both in our own backyards and throughout the world.
• Vision: One-Stop Financial Resource Since our inception in 2006, we’ve provided comprehensive financial planning and sophisticated investment advice. We continually expand our services to better meet your financial goals by offering everything under one roof. Your time is important so providing a one-stop financial resource just makes sense.
• Culture: Goal-Oriented, Servant-Leaders with a Warrior Spirit This is the heart of who we are. Good business practices should be clearly defined by the values of integrity, service, hope, and love. We strive to live out those principles in pursuit of our mission of “Empowering All to Flourish.” By taking care of our clients, colleagues, and communities, we believe everyone can thrive.