Senior Financial Planner

Job overview

The Senior Financial Planner role is onsite in Minneapolis, MN. Compensation is not specified; the posting describes a competitive base salary commensurate with experience, an annual performance bonus, and long-term incentive participation. Larson Financial Group provides comprehensive wealth management and financial planning services. The planner works with clients to develop tailored financial plans and support their financial goals. By leading meetings, coordinating recommendations with advisors, and managing ongoing service, the role contributes to client satisfaction and long-term relationships.

What you'll do

• Prepare for and lead client meetings
• collect and organize client data for financial plans
• construct insurance illustrations and financial scenarios
• communicate investment recommendations with the advisory team
• track milestones and follow up on action items
• maintain CRM and planning software data
• manage onboarding and ongoing service
• resolve client inquiries
• cultivate referrals.

What we're looking for

Skills & competencies

senior financial planner

wealth management

financial planning

client meetings

investment recommendations

minneapolis mn

larson financial group

series 7

series 66

client service

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision benefits
• 401(k) with match
• annual performance bonus and long-term incentive participation.

Why this role

Requires Series 7 and 66 licenses and 5–10 years of financial planning experience; CFP or CPA preferred.

About the employer

Larson Financial Holdings, LLC is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.