Senior Financial Planner - High-Impact Wealth Strategy

Larson-Financial-Grou; San Diego (CA); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Annual bonus

Job summary

Larson Financial Group, LLC in San Diego, CA is seeking a Senior Financial Planner to join our high-touch wealth management practice. You will lead client meetings, craft personalized financial plans, and collaborate with advisors to deliver exceptional service.

The ideal candidate has 5–10 years of experience, holds Series 7/66, and CFP or CPA certification preferred. We offer a competitive base salary, annual bonus, 401(k) with match, health/dental/vision, and opportunities for long-term

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 CRM tools and financial planning software.
• 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

Communication skills

Attention to detail

Organizational skills

Professionalism

Education

Bachelor’s degree or equivalent work experience

Series 7 and 66 licenses

CFP or CPA designation preferred

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC in San Diego, CA is seeking a Senior Financial Planner to join our high-touch wealth management practice. You will lead client meetings, craft personalized financial plans, and collaborate with advisors to deliver exceptional service.

The ideal candidate has 5–10 years of experience, holds Series 7/66, and CFP or CPA certification preferred. We offer a competitive base salary, annual bonus, 401(k) with match, health/dental/vision, and opportunities for long-term