Financial Planning Representative.

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 dedicatedFinancial Plannerto 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.As aFinancial 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. Collect and organize client data to build financial plans Construct insurance illustrations and financial scenarios Communicate investment recommendations in collaboration with the advisory team Deliver proactive, high-quality service to retain top clients Maintain accurate data in CRM and financial planning software Minimum 2 years of experience in financial planning or a related field Bachelor’s degree or equivalent work experience Familiarity with the insurance and financial services industry Experience using Salesforce and financial planning software (e.g., Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone Proficiency in Microsoft Office and Outlook Commitment to maintaining confidentiality and upholding regulatory standards Why Join Larson Financial Group? We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: ~ Profit Sharing Bonus Program ~Comprehensive Medical, Dental, and Vision Insurance ~ Company-paid Long-term Disability, Life Insurance, and EAP ~ Voluntary Short-term Disability and Supplemental Insurance ~ Generous PTO (112 hours after 90 days) + 12 Paid Holidays ~ Training, Development, and Educational Opportunities ~ Ready to take the next step in your financial planning career?