Senior Financial Planner — High-Touch Wealth Advisory

Larson Financial Group; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Firm-specific benefits

Job summary

Larson Financial Group, LLC in St. Louis, MO is seeking a Senior Financial Planner to deliver high-touch financial planning and exceptional client service. You will prepare and conduct client meetings, tailor financial plans, and collaborate with advisors to meet client goals.

This role offers a base salary commensurate with experience, plus an annual bonus and long-term incentive participation. You will work in a collaborative environment that values integrity, confidentiality, and regulatory

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

• 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

Client service

Problem solving

Attention to detail

Microsoft Office

Education

Bachelor's degree or equivalent

CFP or CPA designation preferred

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC in St. Louis, MO is seeking a Senior Financial Planner to deliver high-touch financial planning and exceptional client service. You will prepare and conduct client meetings, tailor financial plans, and collaborate with advisors to meet client goals.

This role offers a base salary commensurate with experience, plus an annual bonus and long-term incentive participation. You will work in a collaborative environment that values integrity, confidentiality, and regulatory