Senior Financial Planner - Concierge Wealth Advisor

Larson-Financial-Grou; Arizona; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Annual performance bonus

Long-term incentive participation

Health insurance

Dental insurance

Vision insurance

401(k) with match

Comprehensive benefits

Job summary

Larson Financial Group, LLC in Phoenix, AZ is seeking a Senior Financial Planner to lead client meetings, develop tailored financial plans, and collaborate with the advisory team to deliver a high-touch experience. You will manage onboarding, data gathering, and ongoing service while building long-term client relationships.

The role requires 2+ years in financial planning, Series 7/66, and Salesforce familiarity; CFP is a plus.

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)

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

Skills

Interpersonal skills

Written communication

Verbal communication

Attention to detail

Organizational skills

Adaptability

Education

Bachelor’s degree or equivalent

CFP designation (plus)

Tools

Salesforce

eMoney

MoneyGuidePro

Microsoft Office

Job description

Larson Financial Group, LLC in Phoenix, AZ is seeking a Senior Financial Planner to lead client meetings, develop tailored financial plans, and collaborate with the advisory team to deliver a high-touch experience. You will manage onboarding, data gathering, and ongoing service while building long-term client relationships.

The role requires 2+ years in financial planning, Series 7/66, and Salesforce familiarity; CFP is a plus.