Senior Financial Planner - Phoenix Wealth Strategy Lead

Larson Financial Group; Arizona; On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Bonus program

Long-term incentive

Job summary

Larson Financial Group, LLC in the Phoenix, AZ area is seeking a Senior Financial Planner to join our growing team. You will work closely with clients to develop tailored financial plans, lead meetings, and deliver high-touch, concierge-style service.

Collaborating with advisors and internal teams, you will build comprehensive financial strategies, create insurance illustrations, and present investment recommendations.

Qualifications

• Minimum 2 years of experience in financial planning or related field.
• Series 7 and 66 licenses required.
• CFP designation is a plus.
• Bachelor’s degree or equivalent work experience.
• Familiarity with the insurance and financial services industry.
• Experience using Salesforce and financial planning software (e.g., 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 with the advisory team.
• Track planning milestones and follow up on actions.
• Deliver proactive, high-quality service to retain top clients.
• Maintain accurate data in CRM and planning software.
• Create client touches to cultivate referrals and relationships.

Skills

Interpersonal skills

Communication

Attention to detail

Time management

Client relationship building

Education

Series 7 and 66 licenses

Bachelor’s degree or equivalent

CFP designation a plus

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC in the Phoenix, AZ area is seeking a Senior Financial Planner to join our growing team. You will work closely with clients to develop tailored financial plans, lead meetings, and deliver high-touch, concierge-style service.

Collaborating with advisors and internal teams, you will build comprehensive financial strategies, create insurance illustrations, and present investment recommendations.