Financial Planner

Company: Larson Financial Group, LLC
Location: Saint Louis
Posted on: April 23, 2024

Job Description:

Competitive salary + bonus potential + great benefits packageLarson Financial Group is seeking a talented professional to hire for the position of Financial Planner. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes. The location for this position is onsite (in office) at the office in St. Louis, MO.Responsibilities include, but are not limited to:Preparing and conducting client meetingsGathering data from clients for preparation of financial plan.Running insurance illustrations, constructing financial plansCommunicating investment advice based on recommendations of teamTracking next steps in the planning process for clientsProviding outstanding service to reproduce top clients.Entering and manipulate information into Contact Management System and Financial Planning software.Implementing client touches to create concierge experience resulting in consistent referrals.Performing follow up and process new business; manage existing client relationshipsManaging and resolving client issuesExpectations:Ability to build rapport via phone, virtual meetings or in person with clientsProfessional, clear, and polite communication preference is requiredAbility to work with the Advisor and other support team members to accomplish a common goalBe able to conform to a changing environment and work at a quick pace, to achieve timely deadlinesServing as the primary contact for a designated group clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for themSkills and Experience2+ years' experience in the Financial Planning fieldSeries 7 and 66 licenses (or Series 7 + Series 65 + Series 63) preferred, but not requiredCFP a plusFour-year degree or equivalent work experienceKnowledge of insurance/financial services industryAbility to maintain confidentiality of informationProficiency with Microsoft Office and OutlookExperience with financial planning software, the ability to learn and adapt to upgrades/changes as they that occur on a regular basisExperience with Salesforce a plusProficient data entry skillsFlexible schedule for meetings and client eventsAbility to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required.Ability to manage time in an efficient, self-directed manner is required.Ability to be proactive and professionally assertive is required.Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.Strong interpersonal and teamwork skills including demonstrating a positive attitude in conduct, verbal, and written interactions is required.Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.Larson Financial Group offers a generous employee benefits & perks package:--Profit Sharing & Production Bonus Programs401(k) Employer Match up to 4%Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee)Dental InsuranceVision InsuranceER PD Long-Term Disability InsuranceER PD Life & AD&D InsuranceER PD EAPPaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, ActivitiesPIa86112992fec-25660-34303537

Keywords: Larson Financial Group, LLC, O'Fallon , Financial Planner, Accounting, Auditing , Saint Louis, Missouri