Senior Financial Planner - Client-Focused Advisor

Larson Financial Group; Minneapolis (MN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Profit Sharing Bonus Program

401(k) Employer Match up to 4%

Medical Insurance (HDHP HSA plans 100% paid)

Dental Insurance

Vision Insurance

Voluntary Short Term Insurance

Paid time Off

Holiday Pay

Job summary

Larson Financial Group is looking for a dedicated Financial Planner in Minneapolis, MN. This role requires strong client interaction to help clients meet their financial goals through comprehensive planning and exceptional service.

The ideal candidate will possess a minimum of 8 years of experience in financial planning, hold a Series 66 License and CFP certification, and have excellent communication skills. A generous benefits package is offered.

Qualifications

• Minimum 8 years of experience in financial planning.
• Must possess Series 66 License and CFP certification.
• Strong knowledge of the insurance/financial services field.

Responsibilities

• Conduct client meetings and gather data for financial planning.
• Run insurance illustrations and construct financial plans.
• Communicate investment advice and manage client relationships.

Skills

Client communication

Financial planning expertise

Data entry

Time management

Interpersonal skills

Flexibility

Education

Four-year degree or equivalent work experience

Series 66 License

CFP Certification

Series 7 License (preferred)

Tools

Microsoft Office

Financial planning software

Salesforce

Job description

Larson Financial Group is looking for a dedicated Financial Planner in Minneapolis, MN. This role requires strong client interaction to help clients meet their financial goals through comprehensive planning and exceptional service.

The ideal candidate will possess a minimum of 8 years of experience in financial planning, hold a Series 66 License and CFP certification, and have excellent communication skills. A generous benefits package is offered.