Financial Planner

ebs recruiters LLC•St. Louis, MO

About The Position

The Financial Planner is responsible for helping clients achieve their financial goals through comprehensive financial planning, personalized recommendations, and exceptional client service. This role works closely with clients and advisory teams to develop tailored financial strategies, guide clients through the planning process, and build long-term relationships. The ideal candidate is detail-oriented, relationship-driven, and passionate about delivering a high-touch client experience.

Requirements

Minimum 2 years of experience in financial planning or a related field
Series 7 and Series 66 licenses required
Bachelor’s degree or equivalent work experience
Familiarity with the financial services and insurance industries
Experience with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar)
Strong interpersonal, communication, and relationship-building skills
High attention to detail and organizational abilities
Proficiency in Microsoft Office and Outlook
Professional, proactive, and adaptable approach to client service
Commitment to maintaining confidentiality and regulatory compliance

Nice To Haves

CFP designation preferred

Responsibilities

Prepare for and lead client meetings
Gather and organize client financial information to develop customized financial plans
Create insurance illustrations and financial planning scenarios
Communicate investment recommendations in collaboration with advisory teams
Track financial planning milestones and follow up on action items
Deliver proactive client service and ongoing relationship management
Manage client onboarding and support ongoing service needs
Maintain accurate records within CRM and financial planning systems
Respond to client inquiries and provide trusted financial planning support
Cultivate client relationships and referral opportunities through ongoing engagement