Role OverviewAs a Financial Planner, you will play a key role in growing Larson Financial Group by developing new business opportunities, strengthening relationships with existing clients, and delivering comprehensive financial planning strategies.
What You Will Do
Develop and grow a personal book of business by acquiring new clients and expanding existing client relationships, conduct prospect and client meetings, build and maintain trusted relationships, and generate new assets under management.
Why It Might Be a Fit
This position is ideal for an ambitious advisor who enjoys both the consultative sales process and the technical aspects of financial planning, with compensation tied to production and long-term client success.
Requirements
- Minimum of 5+ years of experience in financial planning, wealth management, or financial advisory services
- Demonstrated success in business development, client acquisition, or growing client relationships preferred
- Series 7 and Series 66 licenses required
- CFP® designation preferred or willingness to obtain
- Bachelor's degree or equivalent professional experience
- Experience within the wealth management, financial planning, or insurance industry
- Experience using Salesforce, eMoney, MoneyGuidePro, or similar CRM and financial planning software
Benefits
- Competitive base salary commensurate with experience
- Annual performance bonus
- Meaningful long-term incentive participation
- Comprehensive benefits package including health, dental, vision, 401(k) with match, and other firm-specific benefits
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