Larson Financial's reputation for excellence is built on our long-term commitment to responsible financial management for medical specialists. Using a personalized, comprehensive planning approach, our primary goal is to help doctors successfully navigate through their many unique financial options. 

We specialize in helping physicians protect and accumulate assets by providing services like: 	
Asset Protection, Investment Management, Tax Planning, Employee Benefits & Pensions, Practice Management, Retirement Planning, Contract Negotiation, Mortgage Planning, Risk Management, and Estate Planning

Advisory services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, member FINRA/SIPC.

Larson Financial Group, LLC, Larson Financial Securities, LLC and their representatives do not provide legal or tax advice or services. Please consult the appropriate professional regarding your legal or tax planning needs.

Industry: Financial Services
Company Size: 51-200 employees

Larson Financial

Savvy Admin PROD

Financial AdvisorSt. Louis, MO

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 **Financial Advisor ** to join our growing St. Louis, MO 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.

As a **Financial Advisor **, 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

- 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

**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.

Financial Advisor

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