Wealth Planner & Growth Advisor

Larson-Financial-Grou; St. Louis (MO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Job summary

Larson Financial Group, LLC is seeking a driven Financial Planner to grow a personal book of business by acquiring new clients and expanding existing relationships. You will deliver comprehensive wealth management strategies and collaborate with our planning and operations teams to ensure an exceptional client experience.

This production-focused role rewards client acquisition and retention with compensation tied to performance.

Qualifications

• Minimum of 5+ years of experience in financial planning, wealth management, or financial advisory services.
• Series 7 and Series 66 licenses required.
• CFP designation preferred or willingness to obtain.
• Bachelor's degree or equivalent professional experience.

Responsibilities

• Develop and grow a personal book of business by acquiring new clients and expanding existing client relationships.
• Conduct prospect and client meetings to identify financial planning opportunities and recommend comprehensive wealth management solutions.
• Build and maintain trusted relationships that result in long-term client retention and referrals.
• Generate new assets under management through networking, referrals, professional relationships, and firm marketing initiatives.
• Prepare and present comprehensive financial plans addressing retirement, investment, tax, estate, insurance, and wealth transfer strategies.
• Collaborate with investment advisors and internal specialists to deliver customized recommendations and implement client strategies.
• Identify cross-selling opportunities across the firm's full suite of financial planning and wealth management services.
• Maintain an active client contact strategy to strengthen relationships and create additional planning opportunities.
• Manage the client onboarding process and ensure a seamless transition from prospect to long-term client.
• Maintain accurate client records within CRM and financial planning software while adhering to regulatory and compliance requirements.
• Stay current on industry trends, investment strategies, and financial planning best practices.

Skills

Client relationship development

Consultative sales

Communication skills

Organization

Regulatory compliance

Education

Bachelor's degree or equivalent

CFP designation preferred

Tools

Salesforce

eMoney

MoneyGuidePro

Job description

Larson Financial Group, LLC is seeking a driven Financial Planner to grow a personal book of business by acquiring new clients and expanding existing relationships. You will deliver comprehensive wealth management strategies and collaborate with our planning and operations teams to ensure an exceptional client experience.

This production-focused role rewards client acquisition and retention with compensation tied to performance.