Financial Planner
Larson Financial Group, LLC, Denver, CO, United States
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 Planner
to join our growing team in
Denver, CO . 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 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.
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
Requirements
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?
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
#J-18808-Ljbffr
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 Planner
to join our growing team in
Denver, CO . 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 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.
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
Requirements
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?
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
#J-18808-Ljbffr