Senior Financial Planner, Houston — High-Touch Wealth Advisory

Larson-Financial-Grou; Houston (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Annual bonus

Long-term incentive participation

Health, dental, vision

Job summary

Larson Financial Group, LLC is seeking a Senior Financial Planner in the Houston, TX area to work closely with clients, prepare tailored financial plans, and deliver a high-touch concierge service. You will collaborate with advisors and internal teams to ensure client satisfaction and career growth in a fast-paced, supportive environment.

The role requires 5–10 years in financial planning, Series 7/66 licenses, and a preferred CFP or CPA designation.

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).

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

Financial planning

Client relationships

CRM tools

Regulatory compliance

Education

Bachelor's degree

CFP designation

CPA designation

Series 7 & 66 licenses

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC is seeking a Senior Financial Planner in the Houston, TX area to work closely with clients, prepare tailored financial plans, and deliver a high-touch concierge service. You will collaborate with advisors and internal teams to ensure client satisfaction and career growth in a fast-paced, supportive environment.

The role requires 5–10 years in financial planning, Series 7/66 licenses, and a preferred CFP or CPA designation.