Top 12 Larson financial group Jobs in St. Louis Mo

Client Service Associate - Financial Services
Larson Financial Group, LLC —St. Louis, MO
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply
Financial Advisor
Larson Financial Group, LLC —St. Louis, MO
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Paid training
Quick Apply
Financial Planner
Larson Financial Group, LLC —St. Louis, MO
- Microsoft Outlook
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Tax Strategist
Larson Financial Group, LLC —St. Louis, MO
- Extended hours
- CPA
- Research
- Office
- Profit sharing
- Health savings account
Quick Apply
5d
Vice President of IT
Larson Financial Group, LLC —St. Louis, MO
- Computer Science
- Research
- Office
Quick Apply
Asset Management Analyst
Larson Capital Management LLC —Chesterfield, MO
- Microsoft Excel
- 5 years
- Office
- Profit sharing
- Health savings account
Quick Apply
Asset Manager - Commercial Real Estate
Larson Capital Management LLC —Chesterfield, MO
- Full-time
- Background check
- Microsoft Outlook
- Office
- Profit sharing
- Health savings account
Quick Apply
10d
Director of Investor Relations & Communications
Larson Capital Management LLC —Chesterfield, MO
- Finance
- 8 years
- Bachelor's degree
- Profit sharing
- Paid training
Quick Apply
Director, Business Development — RIA Distribution
Larson Capital Management LLC —Chesterfield, MO
- Finance
- Bachelor's degree
- Travel
- Profit sharing
- Paid training
Quick Apply
Director, Business Development — Advisor Channel
Larson Capital Management LLC —Chesterfield, MO
- 7 years
- Finance
- Bachelor's degree
- Profit sharing
- Paid training
Quick Apply

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Client Service Associate - Financial Services

Larson Financial Group, LLC -
St. Louis, MO

Quick Apply

Job Details

Full-time

Benefits

Profit sharing
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Financial services customer support
Confidential information handling
Microsoft Outlook
Financial services

Full Job Description

Description:

Larson Financial Group is seeking a Client Service Associate - Financial Services in the St. Louis, MO area to manage the client service operations of an Advisor’s practice. This position will have direct contact in working with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information. This is a fast-paced and rapidly growing practice, and it is the Client Service Associate’s duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice.

Requirements:

Responsibilities include, but are not limited to:

Help develop campaigns and maintain relationships to increase penetration of existing markets.
Provide outstanding service to reproduce top clients.
Gather data from clients for preparation of financial plan.
Enter and manipulate information into Contact Management System and Financial Planning software.
Maintain all calendar related items, schedule and confirm all meetings.
Implement client “touches” to create concierge experience resulting in consistent referrals.
Perform follow up and process new business; manage existing client relationships.
Use email and notes to track the next step in the planning process for client, set reminders as necessary.

Expectations:

Previous financial advisory services or similar experience required
Ability to work with the Advisor and other support team members to accomplish a common goal
Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines
The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them
Must be a self-starter and goal-oriented requirements: Skills and Experience:
Four-year degree or equivalent work experience
Knowledge of insurance/financial services industry
Excellent verbal and written communication
Service oriented attitude
Ability to maintain confidentiality of information
Ability to coordinate multiple tasks and priorities in a fast-paced environment
High attention to detail
Proficiency with Microsoft Office and Outlook
Exceptional organization and problem solving

Larson Financial Group, LLC offers a generous employee benefits & perks package:

Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% ER PD – other plans available with shared cost)
Dental Insurance
Vision Insurance
ER PD Long Term Disability Insurance
ER PD Life Insurance
ER PD EAP
Voluntary Life & STD available
Supplemental Insurance available
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities

Quick Apply

Refine Your Search

larson financial group jobs in st. louis mo

Client Service Associate - Financial Services

Financial Advisor

Financial Planner

Tax Strategist

Vice President of IT

Asset Management Analyst

Asset Manager - Commercial Real Estate

Director of Investor Relations & Communications

Director, Business Development — RIA Distribution

Director, Business Development — Advisor Channel

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