Senior Financial Planner

Larson Financial Holdings • San Diego, CA

2d

About The Position

Larson Financial Group, LLC is seeking a Senior Financial Planner to join its growing team in the San Diego, California area. The role works closely with clients to help them achieve their financial goals by preparing and conducting client meetings, developing tailored financial plans, and delivering a high-touch, concierge-style experience. The planner collaborates with advisors and internal teams to support client satisfaction and develops expertise in a fast-paced, supportive environment.

The company describes its mission as “Empowering All to Flourish” and its vision as providing a one-stop financial resource. Its culture emphasizes goal-oriented servant leadership, a warrior spirit, integrity, service, hope, and love.

Requirements

• Minimum 5–10 years of experience in financial planning.
• Series 7 and 66 licenses required.
• 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 such as eMoney or MoneyGuidePro.
• Exceptional interpersonal skills and ability to build trust in person, virtually, and by phone.
• Strong written and verbal communication skills and high attention to detail.
• Proficiency in Microsoft Office and Outlook.
• Professionalism in appearance, attitude, and work ethic.
• Adaptability, proactivity, and comfort working in a dynamic environment.
• Strong organizational skills and ability to prioritize and follow through.
• Commitment to maintaining confidentiality and upholding regulatory standards.

Nice To Haves

• CFP or CPA designation preferred.

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.

Benefits

• Competitive base salary commensurate with experience.
• Annual performance bonus.
• Meaningful long-term incentive participation.
• Health insurance.
• Dental insurance.
• Vision insurance.
• 401(k) with match.
• Other firm-specific benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior