Senior Financial Planner — Concierge Wealth & Growth

Larson Financial Group; Houston (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Annual bonus

Health, dental, vision coverage

401(k) with match

Long-term incentive participation

Job summary

Larson Financial Group, LLC is seeking a Senior Financial Planner in the Houston, TX area to deliver high-touch financial planning and concierge client service. You will lead meetings, develop tailored plans, and collaborate with the advisory team to implement investment recommendations.

The ideal candidate has 5–10 years in financial planning, Series 7/66, and a CFP or CPA designation is preferred. A bachelor’s degree or equivalent experience is required.

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 (eMoney, MoneyGuidePro).

Responsibilities

• Lead client meetings and prepare tailored financial plans.
• 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.
• Maintain accurate data in CRM and planning software.
• Cultivate referrals through client touches.
• Manage onboarding and ongoing client service processes.
• Resolve client inquiries with trusted support.

Skills

Interpersonal skills

Communication

Adaptability

Organizational skills

Confidentiality & regulatory

Education

Bachelor’s degree or equivalent

CFP or CPA designation

Tools

Salesforce

MoneyGuidePro

eMoney

CRM software

Job description

Larson Financial Group, LLC is seeking a Senior Financial Planner in the Houston, TX area to deliver high-touch financial planning and concierge client service. You will lead meetings, develop tailored plans, and collaborate with the advisory team to implement investment recommendations.

The ideal candidate has 5–10 years in financial planning, Series 7/66, and a CFP or CPA designation is preferred. A bachelor’s degree or equivalent experience is required.