Senior Financial Planner

FPA of Charlotte; St. Louis (MO); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Profit Sharing Bonus Program

401(k) with Employer Match

Medical, Dental, Vision Insurance

Company-paid LTD, Life Insurance, andE

Voluntary Short-term Disability and A

Generous PTO and Holidays

Training and Educational Opportunities

Company Events & Team Activities

Job summary

Larson Financial Holdings LLC is seeking a Senior Financial Planner in St. Louis to work closely with clients, build tailored financial plans, and deliver high-touch service. You will collaborate with the advisory team to present investment ideas and ensure smooth onboarding and ongoing client support.

The role emphasizes strong communication, meticulous data handling, and a commitment to confidentiality in a fast-paced environment with opportunities for growth and professional development.

Qualifications

• Minimum 3 years of experience in financial planning or related field.
• Series 7 and 66 licenses required.
• CFP designation is a plus.
• Bachelor’s degree or equivalent work experience.
• Familiarity with insurance and financial services industry.
• Experience using Salesforce and financial planning software (eMoney, MoneyGuidePro).

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 with advisory team.
• Track planning milestones and follow up on action items.
• Deliver proactive, high-quality service to retain top clients.
• Maintain data in CRM and planning software.
• Create client touches to cultivate referrals.
• Manage onboarding and ongoing client service processes.
• Resolve client inquiries and provide trusted support.

Skills

Interpersonal skills

Verbal and written communication

Microsoft Office/Outlook

Organizational skills

confidentiality

Education

Bachelor's degree or equivalent

CFP designation

Tools

Salesforce

eMoney/MoneyGuidePro

Job description

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Senior Financial Planner

Larson Financial Holdings LLC

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Details

Posted: 07-Jul-26

Location: St. Louis, Missouri

Type: Full Time

Categories Wealth Management

Sector Wealth Management

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.

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

Qualifications

• Minimum 3 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

About Larson Financial Holdings LLC

Connections working at Larson Financial Holdings LLC

https://fpajobboard.org/jobs/22405648/senior-financial-planner