Larson Financial Group, LLC jobs

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 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. About the Role 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: 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 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. PIee5-

Description: Larson Financial Group, LLC, is seeking an experienced tax expert to serve as a designated Tax Strategist at our St. Louis Headquarters. In this role, you will provide forward-looking federal and state tax planning for our clients and financial advisors across the country. At Larson Financial Group LLC , we are a goal-oriented organization driven by a warrior spirit mindset. We set ambitious goals, execute with discipline, and lead with resilience, ownership, and determination. The Tax Strategist will embody this spirit - providing clear direction to clients, tax expertise, and confidence in our service. Job Responsibilities - Provide expert tax advice to high-net-worth individuals and their related corporations, partnerships, and trusts. - Develop and implement tax planning strategies for clients to optimize their financial situation. - Run current and future year tax projections to help financial advisors and clients make better decisions. - Maintain current knowledge of ever-changing tax rules and regulations and analyze implications for clients. - Build and maintain relationships with clients, their CPAs, and their other advisors. - Review complex tax returns to discover opportunities for improvement in tax planning. - Collaborate with other senior leaders and departments to optimize firm tax strategies. - Provide thought leadership by speaking to groups, contributing to publications, or engaging in professional organizations. - Ensure the utilization of technology and software to enhance efficiency and client services in relation to tax planning. Requirements: - Bachelor's degree in Accounting, Finance, Business Administration, or a related field. - Active CPA license or ability to activate one. - Minimum of 10 years of tax experience in a public accounting firm. - Familiarity with a variety of investments is critical, as you will work alongside experienced certified financial planners. - Extensive knowledge of federal taxes and ability to research tax laws in multiple states. - Experience with tax planning and strategy for both individuals and businesses. - Ability to do complex tax research and analysis. - Ability to communicate with high-net worth individuals. - Experience with tax software and technology platforms. - Proficient in Microsoft Office Suite with advanced Excel skills - Commitment to continuing education and professional development - Ability to work extended hours occasionally, however, overall hours of overtime will be much less than required in a public accounting position. - Willingness to participate in community and professional organizations to enhance the firm's image and expansion. Larson Financial Group LLC, offers a generous employee benefits & perks package: - Profit Sharing Bonus Program - 401(k) Employer Match up to 4% - Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost) - Dental Insurance - Vision Insurance - ER PD Long Term Disability Insurance - ER PD Life Insurance - ER PD EAP - Voluntary Life & STD available - Supplemental Insurance available - Paid time Off (112 hours after 90 days) - Holiday Pay (12 Holidays) - Training & Education - ER Events, Awards, Activities PI200af6d746e5-2597

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. PI046c6ef5-