Senior Wealth Planner - Concierge, High-Touch Client Service

Larson-Financial-Grou; St. Louis (MO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Annual performance bonus

Benefits package including health, 401

401(k) with match

Job summary

Larson Financial Group, LLC is seeking a Senior Financial Planner in the St. Louis, MO area to deliver tailored financial plans and memorable client service.

You will lead client meetings, build comprehensive plans, and collaborate with advisors to implement strategies that fit each client’s goals. This role requires 5–10 years in financial planning, active licenses (Series 7 & 66), and CRM/planning software experience, with a focus on confidentiality and regulatory compliance.

Qualifications

• 5–10 years of experience in financial planning.
• Series 7 and 66 licenses required.
• Bachelor’s degree or equivalent work experience.
• CRM tools and planning software experience (e.g., Salesforce, eMoney, MoneyGuidePro).

Responsibilities

• Prepare for and lead client meetings.
• Collect and organize data to build financial plans.
• Construct insurance illustrations and financial scenarios.
• Communicate investment recommendations with the advisory team.
• Track milestones and follow up on action items.
• Deliver proactive, high-quality client service.
• Maintain data in CRM and planning software.
• Cultivate referrals through thoughtful client touches.
• Manage onboarding and ongoing client service processes.

Skills

Client relationship building

Communication

Attention to detail

Team collaboration

Regulatory compliance

Education

Bachelor’s degree or equivalent work experience

CFP or CPA designation preferred

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC is seeking a Senior Financial Planner in the St. Louis, MO area to deliver tailored financial plans and memorable client service.

You will lead client meetings, build comprehensive plans, and collaborate with advisors to implement strategies that fit each client’s goals. This role requires 5–10 years in financial planning, active licenses (Series 7 & 66), and CRM/planning software experience, with a focus on confidentiality and regulatory compliance.