Senior Financial Planner: High-Touch Wealth Strategy

Larson Financial Group; San Diego (CA); Sur place; USD 120 000 - 170 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

401(k) with match

Résumé du poste

Larson Financial Group, LLC, in San Diego, CA, is seeking a Senior Financial Planner to deliver high-touch wealth planning and personalized client service. You will partner with advisors and internal teams to craft tailored financial plans and present investment recommendations with the advisory team.

The role emphasizes meeting preparation, data gathering, and building comprehensive financial scenarios, while supporting long-term client relationships in a fast-paced, supportive environment.

Qualifications

• Minimum 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 and financial planning software (eMoney, MoneyGuidePro).

Responsabilités

• 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 milestones and follow up on action items
• Deliver proactive, high-quality service to retain clients

Connaissances

Interpersonal skills

Communication

CRM proficiency

Client service

Formation

Bachelor's degree or equivalent

CFP or CPA preferred

Outils

Salesforce

eMoney

MoneyGuidePro

Description du poste

Larson Financial Group, LLC, in San Diego, CA, is seeking a Senior Financial Planner to deliver high-touch wealth planning and personalized client service. You will partner with advisors and internal teams to craft tailored financial plans and present investment recommendations with the advisory team.

The role emphasizes meeting preparation, data gathering, and building comprehensive financial scenarios, while supporting long-term client relationships in a fast-paced, supportive environment.