Larson Financial Group, LLC in Phoenix, AZ is seeking a Senior Financial Planner to lead client meetings, develop tailored financial plans, and collaborate with the advisory team to deliver a high-touch experience. You will manage onboarding, data gathering, and ongoing service while building long-term client relationships.
The role requires 2+ years in financial planning, Series 7/66, and Salesforce familiarity; CFP is a plus.
#J-18808-LjbffrSenior Financial Planner - Concierge Wealth Advisor in az at Unknown Company
This position is listed as full time and onsite.