Prepare for and lead client meetings, gather and organize client information, and develop tailored financial plans, insurance illustrations, and financial scenarios. Coordinate with advisors and internal teams to communicate investment recommendations, manage client service and onboarding, track planning milestones, and build long-term client relationships. Requires 5–10 years of financial planning experience, Series 7 and 66 licenses, and a bachelor’s degree or equivalent work experience. A CFP or CPA designation is preferred, along with familiarity with insurance and financial services, CRM and financial planning software, strong communication and organizational skills, and a commitment to confidentiality and regulatory standards.
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.
