The Senior Financial Planner will lead client meetings, collect data, and develop tailored financial plans to help clients achieve their goals. They will also collaborate with advisory teams to provide high-touch service, manage client onboarding, and maintain accurate records in CRM software. Candidates must have 5-10 years of experience in financial planning and hold Series 7 and 66 licenses. A bachelor’s degree is required, and a CFP or CPA designation is preferred.
Larson Financial Group, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
