Senior Financial Planner - High-Touch Wealth Strategy

Larson Financial Group, LLC; Phoenix (AZ); Presencial; USD 80.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive base salary

Annual performance bonus

401(k) with match

Comprehensive benefits

Descripción de la vacante

Larson Financial Group, LLC in Phoenix, AZ is seeking a Senior Financial Planner to help clients achieve their financial goals through tailored planning and high-touch service.

You will prepare and conduct client meetings, develop comprehensive financial plans, and collaborate with advisors to deliver personalized investment recommendations while building long-term relationships.

Candidates should have 5+ years of experience, Series 7/66, and CFP or CPA credentials to qualify.

Formación

• Minimum 5 years of experience in financial planning.
• Licenses required: Series 7 and 66; certifications CFP or CPA.
• Bachelor’s degree or equivalent work experience; familiarity with financial services industry.

Responsabilidades

• 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.
• 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 planning software.
• Manage onboarding and ongoing client service processes.

Conocimientos

Client relations

Communication

Attention to detail

Organization

Adaptability

Presentation skills

Educación

Bachelor’s degree or equivalent

Series 7 license

Series 66 license

CFP designation

CPA designation

Herramientas

Salesforce

eMoney

MoneyGuidePro

Descripción del empleo

Larson Financial Group, LLC in Phoenix, AZ is seeking a Senior Financial Planner to help clients achieve their financial goals through tailored planning and high-touch service.

You will prepare and conduct client meetings, develop comprehensive financial plans, and collaborate with advisors to deliver personalized investment recommendations while building long-term relationships.

Candidates should have 5+ years of experience, Series 7/66, and CFP or CPA credentials to qualify.