Senior Financial Planner | High-Touch Wealth & Client Growth

Larson-Financial-Grou; Minneapolis (MN); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive base salary

Annual performance bonus

Long-term incentive participation

Health, dental, vision

401(k) with match

Job summary

Larson Financial Group, LLC is seeking a Senior Financial Planner to join our Minneapolis team. You will lead client meetings, collect data, and develop tailored financial plans to deliver a concierge-style experience.

You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your expertise in a fast-paced, supportive environment. Licensing and designations are required or preferred as noted.

Qualifications

• 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 planning software.
• Experience in the insurance/financial services industry.

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 client touches to cultivate referrals.
• Manage onboarding and ongoing client service processes.
• Resolve client inquiries and provide trusted support.

Skills

Interpersonal skills

Written & verbal communication

Microsoft Office

Professionalism

Organizational skills

Confidentiality & regulatory

Adaptability

Client relationship management

Education

Bachelor's degree

Series 7 & 66 licenses

CFP or CPA designation preferred

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC is seeking a Senior Financial Planner to join our Minneapolis team. You will lead client meetings, collect data, and develop tailored financial plans to deliver a concierge-style experience.

You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your expertise in a fast-paced, supportive environment. Licensing and designations are required or preferred as noted.