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Director of Financial Planning
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Full-time
- Larson Financial Group , responsible for enhancing our client offerings by integrating sophisticated financial planning services and alternative investment strategies for high-net-worth investors.
- Strategic Development of Financial Planning Services:Develop and implement a comprehensive financial planning service model tailored for high-net-worth clients that can be implemented, at scale, across our advisory groups.
- Through partnership with our alternative investment arm, Larson Capital Management, integrate alternative investment strategies into the financial planning process, ensuring a holistic approach to wealth management.
- Client Engagement and Relationship Management:Assist financial advisors in preparing and presenting financial plans for clients that have +$5M Investible Net Worth.
- Engage with high-net-worth clients to understand their financial aspirations and tailor financial planning strategies accordingly.
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