Senior Financial Planner | High-Touch Wealth Guidance

Larson Financial Group; Minneapolis (MN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Base salary + bonus

Benefits package

Job summary

Larson Financial Group, LLC in Minneapolis, MN seeks a Senior Financial Planner to deliver high‑touch, personalized wealth planning and client service. You will lead client meetings, develop tailored financial plans, and collaborate with the advisory team to implement recommendations.

This role offers a competitive base salary, annual bonus, comprehensive benefits, and opportunities for professional growth within a supportive, client‑focused culture.

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 the insurance and financial services industry.
• Experience using CRM tools such as Salesforce, 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

Written and verbal communication

Attention to detail

Organizational skills

Education

Series 7 and 66 licenses

CFP or CPA designation

Bachelor’s degree or equivalent

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC in Minneapolis, MN seeks a Senior Financial Planner to deliver high‑touch, personalized wealth planning and client service. You will lead client meetings, develop tailored financial plans, and collaborate with the advisory team to implement recommendations.

This role offers a competitive base salary, annual bonus, comprehensive benefits, and opportunities for professional growth within a supportive, client‑focused culture.