About this opportunity
Larson Financial Group, LLC lists this Senior Financial Planner 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.
About the Role
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. 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.
Job Responsibilities:
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
Requirements
Qualifications:
Minimum 5 - 10 years of experience in financial planning
Series 7 and 66 licenses required
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., 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
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.
Who We Are
Mission: Empowering All to Flourish
True prosperity involves not just individual success but collective well-being. 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.
Culture: Goal-Oriented, Servant-Leaders with a Warrior Spirit
This is the heart of who we are. 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?
Apply now and become part of a team that values integrity, service, and meaningful client relationships.
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.