Larson Financial Group, LLC

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 PI8e74869dda7e-2888

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 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? 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. Compensation details: 100000 Yearly Salary PI6500b09a86c8-5785

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. PIdcd14-8005

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-