Senior Wealth Planner — High-Touch Client Experience

Larson Financial Group; San Diego (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health, dental, vision

401(k) with match

Meaningful long-term incentive program

Competitive base salary with bonus

Job summary

Larson Financial Group, LLC in the San Diego, CA area is seeking a Senior Financial Planner to join our growing wealth management team. You will work with clients to develop tailored financial plans and deliver a high-touch, concierge-style experience.

In this role, you will lead client meetings, build plans, and collaborate with advisors to provide trusted guidance while growing your professional expertise in a fast-paced, supportive environment.

Qualifications

• 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 and financial planning software

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 action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Manage onboarding and ongoing client service processes
• Resolve client inquiries with trusted support

Skills

Interpersonal skills

Written and verbal communication

Microsoft Office & Outlook

Education

Bachelor’s degree or equivalent

CFP or CPA designation preferred

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC in the San Diego, CA area is seeking a Senior Financial Planner to join our growing wealth management team. You will work with clients to develop tailored financial plans and deliver a high-touch, concierge-style experience.

In this role, you will lead client meetings, build plans, and collaborate with advisors to provide trusted guidance while growing your professional expertise in a fast-paced, supportive environment.