<h3>Job Description</h3>
Job Description Description:
Financial Planner- Certified Financial Planner® certification required.
 
Why Join Marshall+Sterling?
 As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.
Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. 
At Marshall+Sterling, you're not just joining a company — you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.
 
We're looking for a certified, dynamic and client-focused Financial Planning Professional to support our advisors in delivering tailored financial solutions. In this role, you'll play a vital part in developing customized financial plans, analyzing data, and collaborating with advisors to ensure top-tier client service.
<ul>
<li>Work closely with clients to develop and implement comprehensive financial plans, investment analysis, retirement, tax planning, and more.</li>
<li>Assist advisors by preparing for client meetings, developing customized financial plans, and presenting them to both the advisor and client.</li>
<li>Stay informed on financial planning trends and industry best practices.</li>
<li>Keep up with industry trends and break down complex financial planning concepts into practical, easy-to-understand strategies for clients.</li>
<li>Partner with fellow employee-owners to create a supportive, team-oriented environment that enhances the client experience.</li>
<li>Discover new planning opportunities, including high-net-worth and tax-focused strategies.</li>
</ul>
Requirements:
<ul>
<li>Bachelor's degree in Business, Finance, Economics, Psychology, or related experience. 3+ years of experience in financial services, specializing in financial planning.</li>
<li>CFP® certification required.</li>
<li>Strong knowledge of retirement strategies, wealth management, and risk assessment.</li>
<li>Proficiency in Microsoft Office, CRM platforms (preferably Redtail), and financial planning software (E-Money, Holistiplan).</li>
</ul>
 
Total Rewards Package: 
 
Compensation: $65,000 - $80,000 annually, based on experience and certification.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! 
 
Employee Stock Ownership Program
 
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:
<ul>
<li>Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success.</li>
<li>Collaborative &amp; Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success.</li>
<li>No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.</li>
</ul>
For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling
 
MS25 and LNK
 
PI6b50a54e73d8-25405-37084634

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. 
 
PIc36fac11c568-25405-38168005

<h3>Job Description</h3>
Job Description
We 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:
$113,500 at plan earnings
Responsibilities:
<ul>
<li>Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals</li>
<li>Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives</li>
<li>Be a coachable, organized team member interested in pursuing training development and educational opportunities</li>
<li>Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor</li>
<li>Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs</li>
</ul>
Qualifications:
<ul>
<li>A required Bachelor’s degree in business administration, finance, or similarly related field</li>
<li>Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential</li>
<li>Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred</li>
<li>Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients</li>
<li>Up-to-date FINRA Series 7 &amp; 63/66 documents are a bonus</li>
</ul>
<ul>
<li>Excellent networking &amp; people skills to continually build &amp; cultivate new relationships in the community</li>
</ul>
About Company 
About New York Life
New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients.

<h3>Job Description</h3>
Job DescriptionDescription:
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>
Requirements:
<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>

<h3>Job Description</h3>
Job Description
Join Our Team at Briggs Wealth Management, Inc. 
Financial Planning Job Description
We are currently seeking a CFP® professional with 7+ years of industry experience including a strong background in tax preparation. This is a unique opportunity to become part of a growing business that places clients’ interests first. The ideal candidate should hold a CPA license and/or CFP certification. We are open to discussing this opportunity with an experienced CPA or Enrolled Agent, even if they do not have a background in financial planning.
Our office is located in Glastonbury, CT, offering a welcoming, professional, and fast-paced work environment where high standards and team collaboration are valued.
This is a full-time position in office working Monday to Friday,
W-2 employment.
Job responsibilities
<ul>
<li>Develop comprehensive financial plans tailored to clients’ goals, risk tolerance, and life stages. These plans include all aspects of a client’s life – retirement planning, cash flow, investments, equity compensation, tax, education, employee benefits, insurance, estate planning, etc.</li>
<li>Participate in existing client meetings from day one, with increasing involvement and responsibility over time. The goal is to transition you into a lead advisor role, taking responsibility of client relationships and engagements as your experience with our firm grows.</li>
<li>Serve as a primary point of contact for client communications and follow through for assigned clients.</li>
<li>Manage and/or complete all client meeting preparation and follow-up activities.</li>
<li>Develop customized asset allocation strategies and investment solutions for clients</li>
<li>Preparation of tax returns and tax projections for our clients</li>
<li>Maintain strong client relationships and advise clients on complex planning topics.</li>
</ul>
Must-have Qualifications &amp; Attributes
<ul>
<li> High Expertise in Taxation: Advanced understanding of personal tax planning and preparation, beyond what is covered in standard CFP® coursework.</li>
<li> Team-Oriented Mindset: Willing to pitch in wherever needed—no task is too small when it supports the team and the firm’s success.</li>
<li> Adaptable and Resilient: Thrives in a fast-paced, evolving environment and maintains a flexible, can-do attitude.</li>
<li> Problem Solver: Able to independently identify issues, think critically, and develop creative, practical solutions.</li>
<li> Strong Communicator: Exceptional verbal and written communication skills; comfortable interacting with clients and colleagues alike.</li>
<li> Organized and Process-Driven: Experience using CRM systems, workflows, and task management tools to maintain structure and efficiency.</li>
<li> Detail-Oriented: High level of accuracy and accountability, especially with numbers and client data.</li>
<li> Efficient Multitasker: Capable of managing competing priorities and meeting deadlines without sacrificing quality.</li>
<li> Relationship Builder: Strong interpersonal skills with the ability to explain complex financial concepts in a clear and relatable manner.</li>
<li> Client-Centric: Proactive, service-oriented mindset with a focus on delivering outstanding client experiences.</li>
<li> Collaborative Spirit: Comfortable working in a small, close-knit team where collaboration and mutual support are key.</li>
<li> Animal Lover: Must love dogs—our furry friends are an important part of our office culture!</li>
</ul>
Nice-to-have Qualifications &amp; Attributes
<ul>
<li> Professional Credentials: CPA license and/or CFP® certification</li>
<li> Industry Experience: 7+ years in the financial planning field, with at least 3 years of experience leading client relationships</li>
<li>Technical Proficiency: Skilled in Microsoft Office, especially Excel</li>
<li>Software Familiarity: Experience with Orion, Redtail CRM, and CCH Axcess (or similar tax preparation software)</li>
<li>Team &amp; Culture Contributor: Brings a sense of humor, positivity, and enthusiasm to help shape and grow the BWM office culture</li>
<li>Career Path</li>
</ul>
Client-Interactive Role with Growth Potential: Begin working directly with clients in a supported advisor role, with a transition to lead advisor. For the right candidate, there may also be future opportunities to participate in the management and strategic direction of the firm. We offer meaningful opportunities for professional development, leadership, and long-term advancement
Compensation &amp; Benefits:
<ul>
<li>Base Salary: Starting at $100,000+ annually, commensurate with experience, plus performance-based bonus opportunities</li>
<li>Retirement Plan: 401(k) with Safe Harbor employer match, available after the first year of employment</li>
<li>Health Coverage: While we do not currently offer group health, disability, or life insurance, we are actively exploring options to implement these benefits in the near future. If you do not have access to coverage through a partner or spouse, we are open to discussing a health insurance stipend as an interim solution</li>
<li>Paid Time Off:
<ul>
<li>2 weeks of paid vacation in the first year</li>
<li>3 weeks of paid vacation starting in year two</li>
<li>Paid company holidays</li>
</ul>
</li>
</ul>
Company DescriptionBriggs Wealth Management, Inc. is an independent financial planning firm established in 1999, and is committed to delivering comprehensive, personalized services to our clients. Our offerings include investment management, estate planning, retirement planning, tax preparation, insurance analysis, and more. We take pride in our independence and operate with the highest standards of professionalism and integrity. 
<h3>Company Description</h3>
Briggs Wealth Management, Inc. is an independent financial planning firm established in 1999, and is committed to delivering comprehensive, personalized services to our clients. Our offerings include investment management, estate planning, retirement planning, tax preparation, insurance analysis, and more. We take pride in our independence and operate with the highest standards of professionalism and integrity.

<h3>Job Description</h3>
Job Description
Who we are looking for:
<ul>
<li>Join a growing team of financial advisors looking to grow their book of business.</li>
<li>A seasoned financial planning professional looking to build their business or a team</li>
<li>Deep expertise in integrated financial planning, including life insurance, annuities, wealth management, retirement planning, and client relationship development.</li>
<li>Strong commitment to client satisfaction, ethical standards, and long-term growth.</li>
<li>Eager to leverage a prestigious brand, leading-edge digital capabilities, and institutional backing to elevate your practice.</li>
</ul>
What You’ll Gain by Joining Spectrum Financial Group
<ul>
<li>The strength and stability of MassMutual, a mutual company established in 1851 and consistently recognized among the most financially secure institutions in the industry.</li>
<li>Access to a diverse product suite: life insurance, annuities, wealth management, retirement solutions, and estate planning.</li>
<li>Cutting-edge digital tools and client resources to modernize your service delivery.</li>
<li>A collegial environment that promotes both collaboration and independence—ideal for building a sustainable, high-growth practice.</li>
<li>You will own your own book and choose how you want to do business.</li>
<li>Freedom to sell MassMutual products.</li>
<li>Autonomy and supported independence.</li>
</ul>
What You’ll Do
<ul>
<li>Deliver comprehensive financial planning services, from protection strategies to wealth management and retirement income solutions.</li>
<li>Leverage MassMutual’s financial strength, innovative tools, and digital capabilities to enhance client outcomes.</li>
<li>Participate in a collaborative environment with peers and firm leadership—sharing best practices and supporting mutual growth.</li>
</ul>
 
Benefits include Medical, Dental, Vision, 401k match up to 10%, and more.
 
Contact our leadership team today to set up a discussion.

<h3>Job Description</h3>
Job Description Description:
Financial Planner- Certified Financial Planner® certification required.
 
Why Join Marshall+Sterling?
 As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.
Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. 
At Marshall+Sterling, you're not just joining a company — you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.
 
We're looking for a certified, dynamic and client-focused Financial Planning Professional to support our advisors in delivering tailored financial solutions. In this role, you'll play a vital part in developing customized financial plans, analyzing data, and collaborating with advisors to ensure top-tier client service.
<ul>
<li>Work closely with clients to develop and implement comprehensive financial plans, investment analysis, retirement, tax planning, and more.</li>
<li>Assist advisors by preparing for client meetings, developing customized financial plans, and presenting them to both the advisor and client.</li>
<li>Stay informed on financial planning trends and industry best practices.</li>
<li>Keep up with industry trends and break down complex financial planning concepts into practical, easy-to-understand strategies for clients.</li>
<li>Partner with fellow employee-owners to create a supportive, team-oriented environment that enhances the client experience.</li>
<li>Discover new planning opportunities, including high-net-worth and tax-focused strategies.</li>
</ul>
Requirements:
<ul>
<li>Bachelor's degree in Business, Finance, Economics, Psychology, or related experience. 3+ years of experience in financial services, specializing in financial planning.</li>
<li>CFP® certification required.</li>
<li>Strong knowledge of retirement strategies, wealth management, and risk assessment.</li>
<li>Proficiency in Microsoft Office, CRM platforms (preferably Redtail), and financial planning software (E-Money, Holistiplan).</li>
</ul>
 
Total Rewards Package: 
 
Compensation: $65,000 - $80,000 annually, based on experience and certification.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! 
 
Employee Stock Ownership Program
 
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:
<ul>
<li>Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success.</li>
<li>Collaborative &amp; Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success.</li>
<li>No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.</li>
</ul>
For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling
 
MS25 and LNK
 
PIb3fd8163e412-25405-37084634

<h3>Job Description</h3>
Job Description Description:
Financial Planner- Certified Financial Planner® certification required.
 
Why Join Marshall+Sterling?
 As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most — so they can move forward with confidence. Our vision of creating a future that's safer and more secure drives everything we do.
Innovation is not optional here — it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together — across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. 
At Marshall+Sterling, you're not just joining a company — you're joining a culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.
 
We're looking for a certified, dynamic and client-focused Financial Planning Professional to support our advisors in delivering tailored financial solutions. In this role, you'll play a vital part in developing customized financial plans, analyzing data, and collaborating with advisors to ensure top-tier client service.
<ul>
<li>Work closely with clients to develop and implement comprehensive financial plans, investment analysis, retirement, tax planning, and more.</li>
<li>Assist advisors by preparing for client meetings, developing customized financial plans, and presenting them to both the advisor and client.</li>
<li>Stay informed on financial planning trends and industry best practices.</li>
<li>Keep up with industry trends and break down complex financial planning concepts into practical, easy-to-understand strategies for clients.</li>
<li>Partner with fellow employee-owners to create a supportive, team-oriented environment that enhances the client experience.</li>
<li>Discover new planning opportunities, including high-net-worth and tax-focused strategies.</li>
</ul>
Requirements:
<ul>
<li>Bachelor's degree in Business, Finance, Economics, Psychology, or related experience. 3+ years of experience in financial services, specializing in financial planning.</li>
<li>CFP® certification required.</li>
<li>Strong knowledge of retirement strategies, wealth management, and risk assessment.</li>
<li>Proficiency in Microsoft Office, CRM platforms (preferably Redtail), and financial planning software (E-Money, Holistiplan).</li>
</ul>
 
Total Rewards Package: 
 
Compensation: $65,000 - $80,000 annually, based on experience and certification.
Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! 
 
Employee Stock Ownership Program
 
As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Here's what makes our ESOP so valuable:
<ul>
<li>Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the company's success.</li>
<li>Collaborative &amp; Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company's growth and success.</li>
<li>No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.</li>
</ul>
For more information on our culture and benefits, please visit us at : Careers - Marshall+Sterling
 
MS25 and LNK
 
PI0951811e44ca-25405-37084634

<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. 
 
PIf7c56654145c-25405-38168005

<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. 
 
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