The Senior Financial Planner will lead client meetings, develop tailored financial plans, and construct insurance illustrations. They will also manage client onboarding, maintain CRM data, and collaborate with the advisory team to provide high-quality service. 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.
