About this opportunity
Larson Financial Group, LLC lists this Financial Consultant, Phones - Remote opportunity in san diego, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Description
At
Larson Financial Group, LLC,
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
Senior Financial Planner
to join our growing team in the San Diego, CA area. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.
As a
Senior 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. Collect and organize client data to build financial plans
Construct insurance illustrations and financial scenarios
Communicate investment recommendations in collaboration with the advisory team
Deliver proactive, high-quality service to retain top clients
Maintain accurate data in CRM and financial planning software
Minimum 5 - 10 years of experience in financial planning
CFP or CPA designation preferred
Bachelor’s degree or equivalent work experience
Familiarity with the insurance and financial services industry
Experience using CRM tools, such as Salesforce and financial planning software (e.g., Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone
Proficiency in Microsoft Office and Outlook
Commitment to maintaining confidentiality and upholding regulatory standards
Benefits and Compensation –
Competitive base salary commensurate with experience, annual performance bonus, and meaningful long-term incentive participation. Comprehensive benefits package including health, dental, vision, 401(k) with match, and other firm-specific benefits.
By focusing on our mission of “Empowering All to Flourish,” we contribute to the betterment of communities while creating a sense of unity and shared progress. Beyond being your trusted one-stop shop for comprehensive financial services, we are deeply committed to creating a positive impact on communities – both in our own backyards and throughout the world.
Vision: One-Stop Financial Resource
Since our inception in 2006, we’ve provided comprehensive financial planning and sophisticated investment advice. We continually expand our services to better meet your financial goals by offering everything under one roof. Your time is important so providing a one-stop financial resource just makes sense.
Good business practices should be clearly defined by the values of integrity, service, hope, and love. We strive to live out those principles in pursuit of our mission of “Empowering All to Flourish.” By taking care of our clients, colleagues, and communities, we believe everyone can thrive.
Ready to take the next step in your financial planning career?
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.