Senior Financial Planner - Concierge Wealth Strategy

Larson Studio LLC; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Profit Sharing Bonus Program

401(k) with Employer Match

Comprehensive Medical, Dental, and Vision Insurance

Generous PTO

Job summary

Larson Financial Group, LLC in Houston seeks a Senior Financial Planner to provide tailored financial services. You will collaborate with clients to craft financial strategies and ensure a high-touch experience.

The ideal candidate has 2 years of experience, holds Series 7 and 66 licenses, and is familiar with Salesforce. We offer a competitive benefits package including profit sharing, 401(k) match, and generous PTO.

Qualifications

• Minimum 2 years of experience in financial planning or a related field.
• Series 7 and 66 licenses required.
• Familiarity with the insurance and financial services industry.

Responsibilities

• Prepare for and lead client meetings.
• Develop tailored financial plans for clients.
• Communicate investment recommendations.

Skills

Interpersonal skills

Communication skills

Organizational skills

Proficiency in Microsoft Office

Education

Bachelor’s degree or equivalent work experience

CFP designation

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC in Houston seeks a Senior Financial Planner to provide tailored financial services. You will collaborate with clients to craft financial strategies and ensure a high-touch experience.

The ideal candidate has 2 years of experience, holds Series 7 and 66 licenses, and is familiar with Salesforce. We offer a competitive benefits package including profit sharing, 401(k) match, and generous PTO.