Senior Financial Planner - High-Touch Wealth Strategy

Larson Financial Group; Phoenix (AZ); Presencial; USD 90.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Firm-specific benefits

Descripción de la vacante

Larson Financial Group, LLC is seeking a Senior Financial Planner in the Phoenix, AZ area to deliver tailored financial plans and concierge-level client service. You will lead client meetings, develop strategies, and collaborate with the advisory team to implement recommendations.

Ideal candidates have 5+ years of experience, hold Series 7/66, CFP or CPA, and are proficient with CRM tools and financial planning software. A comprehensive benefits package is provided.

Formación

• Minimum 5 years of experience in financial planning.
• Series 7 and 66 licenses required.
• CFP or CPA designation.
• 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).

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 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

Conocimientos

Interpersonal skills

Communication

CRM proficiency

Regulatory awareness

Organizational skills

Educación

Bachelor’s degree or equivalent

Series 7 & 66 licenses

CFP or CPA designation

Herramientas

Salesforce

eMoney

MoneyGuidePro

Descripción del empleo

Larson Financial Group, LLC is seeking a Senior Financial Planner in the Phoenix, AZ area to deliver tailored financial plans and concierge-level client service. You will lead client meetings, develop strategies, and collaborate with the advisory team to implement recommendations.

Ideal candidates have 5+ years of experience, hold Series 7/66, CFP or CPA, and are proficient with CRM tools and financial planning software. A comprehensive benefits package is provided.