Top 12 Larson financial group Jobs in St. Louis Mo

Financial Planner
Larson Financial Group, LLC —St. Louis, MO
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
- Profit sharing
- Paid training
Quick Apply
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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Financial Planner

Larson Financial Group, LLC -
St. Louis, MO

Quick Apply

Job Details

Full-time

Benefits

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

Qualifications

Financial planning software
Financial plan development
Series 66
Series 7
Financial services

Full Job Description

Description:

About Us

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 dedicated Financial Planner to 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.

About the Role

As a Financial 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. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

Requirements:

What You’ll Do

Prepare for and lead client meetings
Collect and organize client data to build financial plans
Construct insurance illustrations and financial scenarios
Communicate investment recommendations in collaboration with the advisory team
Track planning process milestones and follow up on action items
Deliver proactive, high-quality service to retain top clients
Maintain accurate data in CRM and financial planning software
Create thoughtful client "touches" to cultivate referrals
Manage onboarding and ongoing client service processes
Resolve client inquiries and provide trusted support

What We’re Looking For

Qualifications

Minimum 2 years of experience in financial planning or a related field
Series 7 and 66 licenses required
CFP designation is a plus
Bachelor’s degree or equivalent work experience
Familiarity with the insurance and financial services industry
Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro)

Skills & Attributes

Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone
Strong written and verbal communication skills with high attention to detail
Proficiency in Microsoft Office and Outlook
Professionalism in appearance, attitude, and work ethic
Adaptable, proactive, and comfortable working in a dynamic environment
Strong organizational skills with the ability to prioritize and follow through
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
401(k) with Employer Match (up to 4%)
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
Company Events, Recognition Awards, and Team Activities

Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships.

PId30566f013e4-25404-38168005

Quick Apply

Refine Your Search

larson financial group jobs in st. louis mo

Financial Planner

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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