<h3>Job Description</h3>
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
 
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.
 
Position Summary:
Chevy Chase Trust is seeking a seasoned professional Financial Planner who will deliver comprehensive, tailored financial planning to Chevy Chase Trust clients and prospects. The individual will work closely with a team of senior financial planners, business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officer to assist in the acquisition of new clients and to retain, expand, and deepen existing relationships.
 
Summary of Competitive Benefits &amp; Perks:
<ul>
<li>Health/Medical Insurance including Dental and Vision</li>
<li>401(k) with company match</li>
<li>Paid time off</li>
<li>Bonus/Target Incentive</li>
<li>Tuition Reimbursement</li>
<li>Complimentary usage of modern in-house fitness center</li>
<li>On-premise full-service dining center discounts</li>
<li>Discounts via the company’s EAP</li>
<li>Monthly Employee Recognition Programs</li>
<li>Referral bonus</li>
<li>Pre-tax transportation options</li>
<li>Plus more!</li>
</ul>
 
Financial Planner, Duties &amp; Responsibilities: Areas of technical expertise should include:
Cash flow and scenario analyses:
<ul>
<li>Executive compensation</li>
<li>Retirement planning and funding sources</li>
<li>Insurance coverage and adequacy</li>
<li>Education planning</li>
<li>Estate planning</li>
</ul>
 
<ul>
<li>Prepare customized analyses to address one-off client questions and develop Excel spreadsheets to support results.</li>
<li>Work with CCT’s attorneys to map out advanced estate planning strategies and determine their long-term impact.</li>
<li>Help the financial planning group stay abreast of current issues in financial plannings as well as tax and estate/gift tax laws relevant to our business.</li>
<li>Collaborate with CCTs business development officers, relationship managers, portfolio managers, estate planning attorneys and senior trust officers to create and update financial plans.</li>
<li>Help senior planners with meeting follow-up, including following up with clients to ensure to-dos have been completed and asking clients for additional information as needed.</li>
<li>Assist in logging meetings and meeting notes in the CRM system.</li>
<li>Act as a specialist on general tax related matters as they come up.</li>
</ul>
 
Financial Planner, Selection Criteria:
<ul>
<li>5+ years of experience as a financial planner or in a similar field</li>
<li>Bachelor’s Degree is required. B.S. in Finance, Accounting or Economics preferred.</li>
<li>Certified Financial Planner (CFP®) certification is required</li>
<li>Will consider additional experience in lieu of education/certification</li>
<li>Outstanding written and oral communication skills</li>
<li>Ability to effectively interact with all levels of employees within the organization and with clients and their advisors</li>
<li>Excellent organizational skills and ability to prioritize multiple tasks</li>
<li>Strong attention to detail</li>
<li>Advanced proficiency with Microsoft Office (particularly Excel)</li>
<li>Ability to handle confidential information appropriately</li>
<li>Demonstrate reliability by following through on outstanding items and commitments and meeting deadlines</li>
</ul>
 
$85,000/year - $120,000/year
 
The actual base pay offered is determined by several variables, including, as appropriate, the applicant's qualifications for the position, years of relevant experience, distinctive skills, level of education attained, certifications or other professional licenses held. Base pay is one component of Chevy Chase Trust's total compensation package, which also includes access to or eligibility for healthcare benefits, a 401(k) plan, short-term and long-term disability coverage, basic life insurance, bonus plans and more.
 
Chevy Chase Trust is proud to be an equal opportunity workplace. We promote diversity and equality within all facets of our organization, and we foster an environment that recognizes employees’ unique skillsets and ensure that all employees have an equal opportunity to grow and advance.
 
If you are a candidate in need of assistance or an accommodation in the application process, please contact <a href="mailto:corporate.resumes@bfsaul.com" target="_blank">corporate.resumes@bfsaul.com</a> or 301-986-6000.
 
Equal Opportunity Employer/Veterans/Disabled

Financial Planner

<h3>Job Description</h3>
Explore a career as a FINANCIAL PLANNER!
Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs!
 
We have an immediate opening for a highly motivated analytical individual to join us in our Greater Heartland Financial Group firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals.
 
If you’d be interested in exploring this opportunity further, please join one of our Regional Directors on an informational webinar. Use the links below to schedule the day and time that works best for you.
 
<a href="https://prudential.zoom.us/webinar/register/WN_BbD3z14nS0-6IdGZFVd2Uw" target="_blank">https://prudential.zoom.us/webinar/register/WN_BbD3z14nS0-6IdGZFVd2Uw</a> - 
Monday Session
 
<a href="https://prudential.zoom.us/webinar/register/WN_pc9qTHNCQSWdS5Ce-zLvjg" target="_blank">https://prudential.zoom.us/webinar/register/WN_pc9qTHNCQSWdS5Ce-zLvjg</a> - 
Thursday Session
 
The FINANCIAL PLANNER is a key member of our team. After achieving the licenses and registrations necessary to become a FINANCIAL PLANNER in our Career Development Program (“CDP”), your typical day may include:
<ul>
<li>relationships with clients (both existing and prospective)</li>
<li>client information and using that information to build robust financial plans</li>
<li>clients prepare for their retirement</li>
<li>and reviewing investment portfolio recommendations</li>
</ul>
Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus.
YOU:
<ul>
<li>a self-starter.</li>
<li>an entrepreneurial mindset.</li>
<li>a customer service champion.</li>
<li>an engaging and compelling communicator and negotiator.</li>
<li>a problem solver.</li>
<li>a Life-long student seeking continued education and professional development.</li>
<li>a critical thinker.</li>
<li>prior sales experience and/or enjoy networking and seeking new clients.</li>
<li>a college degree or equivalent work/life experience with a minimum of a high school diploma or GED equivalent.</li>
</ul>
WE:
<ul>
<li>a framework to help you attain all licensing and education needed to progress through the career.</li>
<li>your learning through joint work and a team environment.</li>
<li>competitive compensation and benefits that are unique in our industry.</li>
<li>a roadmap for your success with our experienced team of leaders.</li>
</ul>
 
The path to becoming a Financial Planner begins with the Pre-Contract CDP Affiliate phase, during which you will study towards obtaining the required FINRA and resident state licenses, with the cost of fees and exam study materials from approved vendors covered by the Company. Upon successful completion of the Pre-Contract Affiliate phase, should you receive and accept an offer to commence part-time employment as a CDP Contract Associate, compensation is initially expected to be $15/hour (or your city/state’s applicable minimum wage if higher than $15/hr). After successful completion of the CDP Contract Associate phase, you may receive an offer to become a full-time Financial Professional Associate (FPA), which is paid solely on a commission and bonus basis. FPAs regularly earn average compensation ranging from $50,000 - $75,000 in commissions and bonuses in their first full year. In addition, subject to the terms and conditions of the applicable plans then in effect, eligible FPAs may enroll in a 401(k) plan, as well as participate in Company-sponsored medical, dental, vision, and basic life insurance plans for the FPA and the FPA’s eligible dependents and may be eligible for paid leave.
Prudential Advisors is a brand name of The Prudential Insurance Company of America and its subsidiaries. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by applicable law. EEO IS THE LAW. The Prudential Insurance Company of America, Newark, NJ, and its affiliates.
Prudential is an Employer that participates in E-Verify.

<h3>Job Description</h3>
&amp;#x1F4BC; Lead Financial Planner
&amp;#x1F4CD; Mount Vernon, WA | On-Site
&amp;#x1F4B0; Compensation: Commission-Based + Bonus Opportunities + Competitive Benefits (401(k), PTO, Health Insurance, Annual Incentives)
&amp;#x1F552; Schedule: Full-Time
 
About the Role
 
Are you passionate about helping families build a confident financial future? Do you thrive in a relationship-first, education-driven environment? We’re seeking a Lead Financial Planner to join our collaborative and growing team in Mount Vernon, WA.
 
This role is ideal for a proactive, licensed professional with strong client-facing experience, a deep understanding of financial planning, and a heart for service. You’ll partner with a team that supports your growth, values your expertise, and gives you the tools to make a real impact.
 
Key Responsibilities:
 
<ul>
<li>Deliver holistic financial advice, including investment, tax, estate, and retirement planning</li>
<li>Analyze investment portfolios and client plans with a solutions-focused mindset</li>
<li>Collaborate with Associate Planners to develop and present tailored financial strategies</li>
<li>Manage client relationships and coordinate with their CPAs, attorneys, and other professionals</li>
<li>Represent the firm at monthly educational events and seminars</li>
<li>Participate in the Investment Advisory Committee to maintain strategy integrity</li>
<li>Drive client satisfaction, retention, and referrals</li>
<li>Stay current on compliance and industry best practices</li>
<li>Additional duties as needed</li>
</ul>
 
Ideal Candidate Has:
 
<ul>
<li>Bachelor’s/Master’s degree or equivalent experience (5+ years in financial services)</li>
<li>Minimum 5 years of client-facing experience in financial planning, tax, or wealth management</li>
<li>Series 65 or 66 required, or valid CFP® (strongly preferred)</li>
<li>Demonstrated sales ability and a consultative approach</li>
<li>Outstanding communication, presentation, and listening skills</li>
<li>Strong organizational skills and time management in a fast-paced setting</li>
<li>Familiarity with tools like Microsoft Office, Orion, Salesforce (or similar CRM)</li>
<li>A humble, hardworking, and team-oriented attitude</li>
</ul>
 
What We Offer:
 
<ul>
<li>Commission-based structure with uncapped earning potential</li>
<li>Bonuses and incentive rewards based on performance</li>
<li>401(k), PTO, and health insurance benefits</li>
<li>Opportunities for growth, mentorship, and leadership</li>
<li>A mission-focused, collaborative work culture</li>
</ul>
 
If you're a financial planner who believes in listening first, educating always, and building long-term relationships rooted in trust—let’s talk.

<h3>Job Description</h3>
Job Description
BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL
At Northwestern Mutual Financial Representatives strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. As you excel in your career our Advisors are supported by our network of specialists, training programs and mentoring opportunities to help their clients and to build practices.
THE OPPORTUNITY
- Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with client’s needs and goals.
- Develop rapport with clients and foster long-term relationships.
- Be knowledgeable about Northwestern Mutual financial products and financial market trends.
- Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.
- Provide dedicated and focused client experiences.
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO
- A high-quality training program to help you get started.
- Mentorship and professional development training throughout your entire career.
- Leading industry products and solutions built on an integrated technology platform.
- Financial support for professional designations and certifications, Series 6 &amp; 63, boosting your career from Financial Representative to Financial Advisor.
- The opportunity to design your roadmap to leadership and specialized roles.
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
- A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results.
WHO WE ARE
At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!
Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Recognized by FORTUNE as one of the "World's Most Admired" companies[i], Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.
Company DescriptionFor over 167 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. 
<h3>Company Description</h3>
For over 167 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with a personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

<h3>Job Description</h3>
Job Description
Position Overview
The Financial Planner is responsible for working with Multnomah Group’s clients to provide ongoing employee education, point-in-time financial planning, and investment advice to retirement program participants.
 
Primary Responsibilities
Provide employee education presentations to employer-sponsored retirement plan clients
<ul>
<li>Coordinate scheduling and follow-up with employer-sponsored retirement plan clients</li>
<li>Develop presentations on relevant financial planning topics</li>
<li>Travel to clients to provide an on-site presentation</li>
<li>Track engagement at meetings and document within internal systems</li>
</ul>
Manage the ongoing participant education webinar series “Retirement Pathways”
<ul>
<li>Develop presentations on relevant financial planning topics</li>
<li>Schedule twice monthly webinars on a rotating set of financial and retirement planning topics</li>
<li>Develop and distribute invitations to clients for the upcoming webinars</li>
<li>Present the webinars on a twice-monthly basis</li>
</ul>
Meet with participants one-on-one via video conference to provide point-in-time retirement planning and investment advice
<ul>
<li>Coordinate the workflow to schedule one-on-one meetings with participants</li>
<li>Meet with participants to answer their general investment and financial planning questions.</li>
<li>Determine whether the participants' needs or desires to have formalized retirement projections or financial planning completed</li>
<li>Gather data and prepare the retirement projections and/or financial plans</li>
<li>Advise participants on appropriate investment allocations for their retirement plan account</li>
<li>Log all participant interactions in the firm’s CRM</li>
<li>Follow up with participants that you have met with previously to update their financial plan</li>
</ul>
Manage the various constituents involved in Multnomah Group’s Participant Services offering
<ul>
<li>Work with plan sponsor clients to communicate best practices regarding the rollout and ongoing support of participant advice services</li>
<li>Provide periodic reporting and status updates to plan sponsor clients on the utilization and engagement of employee populations in the various services offered by Multnomah Group</li>
<li>Engage and support Multnomah Group consultants regarding rollout and utilization of participant services by shared clients</li>
</ul>
 
<ul>
<li>Comprehensive knowledge of financial planning topics as demonstrated by achieving the Certified Financial Planner (CFP) designation</li>
<li>FINRA Series 65</li>
<li>3+ years of financial planning experience</li>
<li>Travel required</li>
<li>Highly responsive and client service-oriented</li>
<li>Demonstrated ability to communicate professionally with clients</li>
<li>Strong interpersonal aptitude</li>
<li>Experience with financial planning software</li>
</ul>
 
Compensation details: 65000-85000 Yearly Salary
 
PI687387dce733-25405-37702227

<h3>Job Description</h3>
Job Description Description:
About Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 
About the Role
As a Financial Planner, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 
Requirements:
What You'll Do
<ul>
<li>Prepare for and lead client meetings </li>
<li>Collect and organize client data to build financial plans </li>
<li>Construct insurance illustrations and financial scenarios </li>
<li>Communicate investment recommendations in collaboration with the advisory team </li>
<li>Track planning process milestones and follow up on action items </li>
<li>Deliver proactive, high-quality service to retain top clients </li>
<li>Maintain accurate data in CRM and financial planning software </li>
<li>Create thoughtful client "touches" to cultivate referrals </li>
<li>Manage onboarding and ongoing client service processes </li>
<li>Resolve client inquiries and provide trusted support </li>
</ul>
What We're Looking For
Qualifications
<ul>
<li>Minimum 2 years of experience in financial planning or a related field </li>
<li>Series 7 and 66 licenses required </li>
<li>CFP designation is a plus </li>
<li>Bachelor's degree or equivalent work experience </li>
<li>Familiarity with the insurance and financial services industry </li>
<li>Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) </li>
</ul>
Skills &amp; Attributes
<ul>
<li>Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone </li>
<li>Strong written and verbal communication skills with high attention to detail </li>
<li>Proficiency in Microsoft Office and Outlook </li>
<li>Professionalism in appearance, attitude, and work ethic </li>
<li>Adaptable, proactive, and comfortable working in a dynamic environment </li>
<li>Strong organizational skills with the ability to prioritize and follow through </li>
<li>Commitment to maintaining confidentiality and upholding regulatory standards </li>
</ul>
Why Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 
<ul>
<li>Profit Sharing Bonus Program </li>
<li>401(k) with Employer Match (up to 4%) </li>
<li>Comprehensive Medical, Dental, and Vision Insurance </li>
<li>Company-paid Long-term Disability, Life Insurance, and EAP </li>
<li>Voluntary Short-term Disability and Supplemental Insurance </li>
<li>Generous PTO (112 hours after 90 days) + 12 Paid Holidays </li>
<li>Training, Development, and Educational Opportunities </li>
<li>Company Events, Recognition Awards, and Team Activities </li>
</ul>
Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships. 
 
 
PI04f0fa5b7e21-25405-37827349

<h3>Job Description</h3>
Job DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!Compensation:
$50,000 - $100,000
Responsibilities:
<ul>
<li>Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor</li>
<li>Be a coachable, organized team member interested in pursuing training development and educational opportunities</li>
<li>Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals</li>
<li>Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management</li>
<li>Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs</li>
</ul>
Qualifications:
<ul>
<li>A required Bachelor’s degree in business administration, finance, or similarly related field</li>
<li>Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired</li>
<li>Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed</li>
<li>Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers</li>
<li>Up-to-date FINRA Series 7 &amp; 63/66 documents are a bonus</li>
</ul>
<ul>
<li>Willing to study and obtain a Life Insurance license</li>
</ul>
About Company 
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.
You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Associate Financial Planner

<h3>Job Description</h3>
Job Description
Senior Financial Planner
Location: Pleasantville, NY 
Status: Full-time, Hybrid 
Compensation: $125,000 - $140,000 base salary
We are a wealth management team committed to helping clients navigate life's milestones with clarity and confidence. We take pride in building deep, lasting relationships—celebrating successes and supporting challenges—while tailoring our advice to each stage of their journey. Our work is rooted in unwavering integrity and a steadfast focus on our clients' best interests, delivered by a team of seasoned advisors and experienced professionals dedicated to making a meaningful impact.?We've also been named to the 2025 Forbes Best-in-State Wealth Management Teams list, a testament to our commitment to excellence and client-centered approach.
We're excited to have an opportunity to welcome a new Senior Paraplanner to our team! If you have experience as a Paraplanner and love solving problems, we would love to hear from you! Our firm is a close and tight-knit team that works collaboratively to bring our values to the table each day: quality work, humility, and optimism. This individual will play a pivotal role in managing planning workflow and ensuring all outputs meet firm standards. This is a hands-on, strategic role suited for someone who thrives on solving unique planning needs and enjoys the complex challenges along the way. 
The attributes that we look for in teammates include: 
<ul>
<li>Passionate about serving clients and their financial lives</li>
<li>Strong attention to detail </li>
<li>A strategic and proactive perspective </li>
<li>Takes ownership of quality control—curious, thorough, and committed to a high standard of deliverables</li>
<li>Desire to continuously grow and develop as a financial planner</li>
<li>Careful listening skills</li>
<li>Respect for compliance regulations and established procedures</li>
<li>Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience</li>
<li>Strong self-starter</li>
<li>Direct communicator with flexibility and openness working within the team </li>
<li>Desire to be a long-term contributing member of the team</li>
</ul>
As a Senior Paraplanner , you can expect to:
<ul>
<li>Collaborate with advisors to manage the financial planning process, ensuring high-quality and timely deliverables</li>
<li>Be an integral part of launching new planning clients, an arc of 4-5 meetings that results in delivery of the initial financial plan</li>
<li>Oversee planning-related tasks and quality control of data entered by junior staff, providing feedback and direction</li>
<li>Stay current on industry and tax trends, contributing to more strategic planning and client solutions</li>
<li>Use Naviplan planning software to update and draft plans </li>
<li>Maintain client data and workflows in CRM systems, ensuring tasks are tracked and delegated appropriately</li>
<li>Contribute to internal process improvements and initiatives related to financial planning</li>
</ul>
Qualifications for this role include:
<ul>
<li>Bachelor's degree required</li>
<li>CFP® designation required </li>
<li>Industry track record and experience, including 5+ years in a planning role</li>
<li>Ability to communicate effectively and comfortably with clients and advisors</li>
<li>Proficient with Naviplan a software and comfortable working in the MS Office environment; including Word, Excel and Teams</li>
<li>Excellent written and verbal communication skills</li>
<li>Comfortable with helping junior staff to develop and grow; capable of overseeing and guiding their work</li>
<li>Self-starter with strong attention to detail and a natural curiosity about financial strategy and impact</li>
<li>Ability to propose solutions or identify opportunities as well as lead the team through to results.</li>
<li>Ability to be effective and productive while working independently</li>
<li>Strong desire to learn and build a career</li>
<li>Demonstrated job stability</li>
</ul>
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

Senior Financial Planner

<h3>Job Description</h3>
Job Description Description:
About Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 
About the Role
As a Financial Planner, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 
Requirements:
What You'll Do
<ul>
<li>Prepare for and lead client meetings </li>
<li>Collect and organize client data to build financial plans </li>
<li>Construct insurance illustrations and financial scenarios </li>
<li>Communicate investment recommendations in collaboration with the advisory team </li>
<li>Track planning process milestones and follow up on action items </li>
<li>Deliver proactive, high-quality service to retain top clients </li>
<li>Maintain accurate data in CRM and financial planning software </li>
<li>Create thoughtful client "touches" to cultivate referrals </li>
<li>Manage onboarding and ongoing client service processes </li>
<li>Resolve client inquiries and provide trusted support </li>
</ul>
What We're Looking For
Qualifications
<ul>
<li>Minimum 2 years of experience in financial planning or a related field </li>
<li>Series 7 and 66 licenses required </li>
<li>CFP designation is a plus </li>
<li>Bachelor's degree or equivalent work experience </li>
<li>Familiarity with the insurance and financial services industry </li>
<li>Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) </li>
</ul>
Skills &amp; Attributes
<ul>
<li>Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone </li>
<li>Strong written and verbal communication skills with high attention to detail </li>
<li>Proficiency in Microsoft Office and Outlook </li>
<li>Professionalism in appearance, attitude, and work ethic </li>
<li>Adaptable, proactive, and comfortable working in a dynamic environment </li>
<li>Strong organizational skills with the ability to prioritize and follow through </li>
<li>Commitment to maintaining confidentiality and upholding regulatory standards </li>
</ul>
Why Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 
<ul>
<li>Profit Sharing Bonus Program </li>
<li>401(k) with Employer Match (up to 4%) </li>
<li>Comprehensive Medical, Dental, and Vision Insurance </li>
<li>Company-paid Long-term Disability, Life Insurance, and EAP </li>
<li>Voluntary Short-term Disability and Supplemental Insurance </li>
<li>Generous PTO (112 hours after 90 days) + 12 Paid Holidays </li>
<li>Training, Development, and Educational Opportunities </li>
<li>Company Events, Recognition Awards, and Team Activities </li>
</ul>
Ready to take the next step in your financial planning career? Apply now and become part of a team that values integrity, service, and meaningful client relationships. 
 
 
PIa8cea0a91d92-25405-37827349

<h3>Job Description</h3>
Job Description Description:
About Us
At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we're looking for a dedicated Financial Planner to join our growing Knoxville office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 
 
About the Role
As a Financial Planner, you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a key player in delivering a high-touch, concierge-style experience. You'll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 
Requirements:
What You'll Do
<ul>
<li>Prepare for and lead client meetings </li>
<li>Collect and organize client data to build financial plans </li>
<li>Construct insurance illustrations and financial scenarios </li>
<li>Communicate investment recommendations in collaboration with the advisory team </li>
<li>Track planning process milestones and follow up on action items </li>
<li>Deliver proactive, high-quality service to retain top clients </li>
<li>Maintain accurate data in CRM and financial planning software </li>
<li>Create thoughtful client "touches" to cultivate referrals </li>
<li>Manage onboarding and ongoing client service processes </li>
<li>Resolve client inquiries and provide trusted support </li>
</ul>
What We're Looking For
Qualifications
<ul>
<li>Minimum 2 years of experience in financial planning or a related field </li>
<li>Series 7 and 66 licenses required </li>
<li>CFP designation is a plus </li>
<li>Bachelor's degree or equivalent work experience </li>
<li>Familiarity with the insurance and financial services industry </li>
<li>Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) </li>
</ul>
Skills &amp; Attributes
<ul>
<li>Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone </li>
<li>Strong written and verbal communication skills with high attention to detail </li>
<li>Proficiency in Microsoft Office and Outlook </li>
<li>Professionalism in appearance, attitude, and work ethic </li>
<li>Adaptable, proactive, and comfortable working in a dynamic environment </li>
<li>Strong organizational skills with the ability to prioritize and follow through </li>
<li>Commitment to maintaining confidentiality and upholding regulatory standards </li>
</ul>
Why Join Larson Financial Group?
We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 
<ul>
<li>Profit Sharing Bonus Program </li>
<li>401(k) with Employer Match (up to 4%) </li>
<li>Comprehensive Medical, Dental, and Vision Insurance </li>
<li>Company-paid Long-term Disability, Life Insurance, and EAP </li>
<li>Voluntary Short-term Disability and Supplemental Insurance </li>
<li>Generous PTO (112 hours after 90 days) + 12 Paid Holidays </li>
<li>Training, Development, and Educational Opportunities </li>
<li>Company Events, Recognition Awards, and Team Activities </li>
</ul>
Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships. 
 
 
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