Senior Financial Planner - High-Touch Wealth Advisory

Larson Financial Group; Phoenix, Northern (AZ, KY); Hybrid; USD 85,000 - 130,000; Full time

Benefits offered by this job

Annual bonus

Long-term incentive participation

Health insurance

Dental insurance

Vision insurance

401(k) with match

Job summary

Larson Financial Group, LLC in Phoenix, AZ is seeking a Senior Financial Planner to join our growing wealth management team. You will work closely with clients to develop tailored financial plans and deliver a high-touch, concierge-style experience.

The ideal candidate has at least 2 years in financial planning, holds Series 7 and 66, and preferably a CFP. You’ll partner with advisors, manage client data in CRM and planning software, and help clients navigate investment and risk scenarios.

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 insurance and financial services.

Responsibilities

• Prepare for and lead client meetings to gather data and present plans.
• Develop tailored financial plans and scenarios for clients.
• Communicate investment recommendations with the advisory team.
• Maintain client data in CRM and planning software with accuracy.
• Manage onboarding and ongoing client service processes.
• Track milestones and follow up on action items to ensure progress.
• Deliver proactive, high-quality service to retain clients and cultivate referrals.
• Collaborate with advisors and internal teams to achieve client goals.
• Support high-touch service in a fast-paced, client-focused environment.

Skills

Interpersonal skills

Communication skills

Organization

Attention to detail

Education

Bachelor’s degree or equivalent

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC in Phoenix, AZ is seeking a Senior Financial Planner to join our growing wealth management team. You will work closely with clients to develop tailored financial plans and deliver a high-touch, concierge-style experience.

The ideal candidate has at least 2 years in financial planning, holds Series 7 and 66, and preferably a CFP. You’ll partner with advisors, manage client data in CRM and planning software, and help clients navigate investment and risk scenarios.