Senior Financial Planner - High-Touch Wealth Planning

Larson Financial Group; Minneapolis (MN); In loco; USD 100.000 - 140.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401(k) with match

Annual bonus

Descrizione del lavoro

Larson Financial Group, LLC is seeking a Senior Financial Planner in the Minneapolis, MN area to work closely with clients, develop tailored financial plans, and deliver a high-touch, concierge-style experience. You will collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise in a fast-paced environment.

Responsibilities include leading client meetings, building financial plans, creating insurance illustrations and scenarios, and presenting

Competenze

• 5–10 years of financial planning experience.
• 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 (Salesforce) and planning software (eMoney, MoneyGuidePro)

Mansioni

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations with the advisory team
• Manage onboarding and ongoing client service processes
• Maintain CRM and planning software data
• Deliver proactive, high-quality service to retain top clients

Conoscenze

Client relationship management

Strong communication

Attention to detail

Microsoft Office

Formazione

Bachelor’s degree or equivalent

CFP or CPA designation preferred

Strumenti

Salesforce CRM

eMoney

MoneyGuidePro

Descrizione del lavoro

Larson Financial Group, LLC is seeking a Senior Financial Planner in the Minneapolis, MN area to work closely with clients, develop tailored financial plans, and deliver a high-touch, concierge-style experience. You will collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise in a fast-paced environment.

Responsibilities include leading client meetings, building financial plans, creating insurance illustrations and scenarios, and presenting