Financial Planner
Company: LARSON FINANCIAL HOLDINGS, LLC
Location: Knoxville
Posted on: June 24, 2025
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Job Description:
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 Knoxville 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. PI6a52bdca4fff-37456-37827032
Keywords: LARSON FINANCIAL HOLDINGS, LLC, Johnson City , Financial Planner, Accounting, Auditing , Knoxville, Tennessee
