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Category Archives: Careers

Move an Existing Practice to LFG

Job Description 

Our hope is that Financial Advisors at Larson Financial Group can help their clients spend more time with their four-year old child or grandchild and less time worrying about their 401(k)s. We believe that healthy financial habits are created through a solid financial plan, and the role of a Financial Advisor is to steward our clients through that process.

At Larson Financial Group, we have a turnkey program to help you grow your practice into one that specializes in working with Physicians and other HNW families.  Our in-house TAMP, Insurance Processing Department, full-back office and financial planning-focused tech stack allows you to focus on your existing clients as well as the benefits of expanded lead flow and solutions available to your clients. If you are wanting to make a transition for the long term, looking for a potential Succession Plan, or selling your practice — Larson Financial is here to help.

Larson Financial Executive Summary

This role will report to the Sales Director.   Click here for an Executive Summary of Larson Financial Group.

Responsibilities Include: 

  • Work various lead sources, conduct client meetings, offer and advise on product solutions that fit Clients’ financial needs  
  • Run insurance illustrations, construct financial plans, report investment performance 
  • Communicate investment advice and execute financial plans  
  • Work jointly with operations teams and others to ensure concierge Client experience 
  • Manage and foster all Client relationships in a healthy manner 
  • Abide by all legal and regulatory requirements of the Advisor role 

Competencies: 

  • Adaptable and highly flexible to adjust to ever-changing financial market conditions, industry standards, compliance regulations, and evolving technology.  
  • Willing to increase knowledge of products and services as the company and industry evolves.  
  • Capable of working collaboratively and respectfully with all levels of personnel in the company. 
  • Capable of working independently and in a team environment.    
  • Self-starter who has a strong work ethic and is results driven. 
  • Able to set goals and track to them. 
  • Quick problem solver, solutions-based thinker.   
  • Excellent interpersonal and customer service skills.    
  • Excellent communication skills with the ability to build and maintain rapport and relationships with Clients and colleagues. 
  • High integrity with the drive to act in the Client’s best interest in all situations. 

Qualifications: 

  • Bachelor’s degree or equivalent in Marketing, Finance, Sales, Business, or related Field 
  • Prior experience Financial Planning and/or Sales fields preferred, but not required. 
  • Knowledge of insurance/financial services industry preferred, but not required 
  • Prior designations (CFP) and licenses held (Life and Health, Series 6, 7, 63, 66, etc.) preferred, but not required.  Position will require licensing and registration to be obtained shortly after being hired. 
  • Must be able to pass background, FINRA, and other Finance industry checks 
  • Apply for this Position

    If you feel you’re the right fit for this position, please fill out this form to apply. You'll receive a confirmation email upon submission.
  • Drop files here or
    Accepted file types: doc, docx, pdf, txt, Max. file size: 50 MB.

    Lead Financial Advisor

    Job Description 

    Larson Financial Group is a nationwide planning and investment advisory firm that specializes in serving the financial needs of physicians, dentists, and other families with complex financial needs. We are looking for highly ethical and tenacious individuals to become a part of our rapidly expanding team. Larson Financial Group offers competitive salaries, bonus programs that reward success on high individual performance and meeting/exceeding sales goals, a generous benefits package and one of the best teams to work with. We are a faithful and integrity driven company looking for the right candidates to join our firm.

    Our hope is that Financial Advisors at Larson Financial Group can help their clients spend more time with their four-year old child or grandchild and less time worrying about their investments. We believe that healthy financial habits are created through a solid financial plan, and the role of a Financial Advisor is to steward our clients through that process.

    Larson Financial Executive Summary

    Click here for an Executive Summary of Larson Financial Group.

    Responsibilities Include: 

    • Work various lead sources, conduct client meetings, offer and advise on product solutions that fit Clients’ financial needs  
    • Run insurance illustrations, construct financial plans, report investment performance 
    • Communicate investment advice and execute financial plans  
    • Work jointly with operations teams and others to ensure concierge Client experience 
    • Manage and foster all Client relationships in a healthy manner 
    • Abide by all legal and regulatory requirements of the Advisor role 

    Competencies: 

    • Adaptable and highly flexible to adjust to ever-changing financial market conditions, industry standards, compliance regulations, and evolving technology
    • Willing to increase knowledge of products and services as the company and industry evolves
    • Capable of working collaboratively and respectfully with all levels of personnel in the company
    • Capable of working independently and in a team environment
    • Self-starter who has a strong work ethic and is results driven
    • Able to set goals and track to them
    • Quick problem solver, solutions-based thinker
    • Excellent interpersonal and customer service skills
    • Excellent communication skills with the ability to build and maintain rapport and relationships with Clients and colleagues
    • High integrity with the drive to act in the Client’s best interest in all situations

    Qualifications: 

    • Results driven and a desire to continually improve
    • Bachelor’s degree or equivalent in Marketing, Finance, Sales, Business, or related Field 
    • Prior experience Financial Planning and/or Sales fields preferred, but not required. 
    • Knowledge of insurance/financial services industry preferred, but not required 
    • Prior designations (CFP) and licenses held (Life and Health, Series 6, 7, 63, 66, etc.) preferred, but not required. Position will require licensing and registration to be obtained shortly after being hired. 
    • Must be able to pass background, FINRA, and other Finance industry checks

    Larson Financial Group offers a generous employee benefits & perks package:

    • Training & Education
    • Lead Flow
    • Resources to help clients reach their financial goals
    • A proven recipe for success
    • Profit Sharing Bonus Program
    • 401(k) Employer Match up to 4%
    • Medical Insurance (HDHP HSA plans are 100% paid for the employee)
    • Dental Insurance
    • Vision Insurance
    • ER PD Disability Insurance
    • ER PD Life Insurance
    • ER PD EAP
    • Paid time Off (128 hours after 90 days)
    • Holiday Pay (10 Holidays)
    • ER Events, Awards, Activities
    • Apply for this Position

      If you feel you’re the right fit for this position, please fill out this form to apply. You'll receive a confirmation email upon submission.
    • Drop files here or
      Accepted file types: doc, docx, pdf, txt, Max. file size: 50 MB.

      Digital Marketing Advisor

      Job Description 

      Our hope is that Financial Advisors at Larson Financial Group can help their clients spend more time with their four-year old child or grandchild and less time worrying about their 401(k)s. We believe that healthy financial habits are created through a solid financial plan, and the role of a Financial Advisor is to steward our clients through that process.

      Since the dawn of our industry, Financial Advising has often occurred with an advisor and client sitting at a conference table in an austere bookshelf-lined boardroom. But times are changing as technologies evolve and enable us all to connect from the comforts of our own home. This role will work in a primarily educational capacity on forums, social media sites, and elsewhere online, providing advice to prospective clients and helping others around the nation as they seek to further their own financial goals.

      Larson Financial Executive Summary

      This role will report to the Sales Director.   Click here for an Executive Summary of Larson Financial Group.

      Responsibilities Include: 

      • Work various lead sources focusing on using digital media channels to bring in new leads and promote visibility of Larson Financial, conduct client meetings, offer and selling product solutions that fit Clients’ financial needs  
      • Run insurance illustrations, construct financial plans, report investment performance 
      • Communicate investment advice and execute financial plans  
      • Work jointly with operations teams and others to ensure concierge Client experience 
      • Manage and foster all Client relationships in a healthy manner 
      • Abide by all legal and regulatory requirements of the Advisor role 

      Competencies: 

      • Adaptable and highly flexible to adjust to ever-changing financial market conditions, industry standards, compliance regulations, and evolving technology. 
      • Willing to increase knowledge of products and services as the company and industry evolves.  
      • Capable of working collaboratively and respectfully with all levels of personnel in the company. 
      • Capable of working independently and in a team environment.    
      • Self-starter who has a strong work ethic and is results driven. 
      • Able to set goals and track to them. 
      • Quick problem solver, solutions-based thinker.  
      • Excellent interpersonal and customer service skills.    
      • Excellent communication skills with the ability to build and maintain rapport and relationships with Clients and colleagues. 
      • High integrity with the drive to act in the Client’s best interest in all situations. 

      Qualifications: 

      • Bachelor’s degree or equivalent in Marketing, Finance, Sales, Business, or related Field 
      • Prior experience Financial Planning and/or Sales fields preferred, but not required. 
      • Knowledge of insurance/financial services industry preferred, but not required 
      • Prior designations (CFP) and licenses held (Life and Health, Series 6, 7, 63, 66, etc.) preferred, but not required.  Position will require licensing and registration to be obtained shortly after being hired. 
      • Must be able to pass background, FINRA, and other Finance industry checks

      • Apply for this Position

        If you feel you’re the right fit for this position, please fill out this form to apply. You'll receive a confirmation email upon submission.
      • Drop files here or
        Accepted file types: doc, docx, pdf, txt, Max. file size: 50 MB.

        Junior Financial Advisor

        Job Description 

        Our hope is that Financial Advisors at Larson Financial Group can help their clients spend more time with their four-year old child or grandchild and less time worrying about their 401(k)s. We believe that healthy financial habits are created through a solid financial plan, and the role of a Financial Advisor is to steward our clients through that process.

        This position is responsible for building and maintaining long-term relationships by developing and nourishing new clients and prospects. This role will partner with a more experienced advisor and on their own. One-on-One mentorship with a Lead Advisor, as well as a team-based learning through weekly trainings to help you develop and flourish.

        Larson Financial Executive Summary

        This role will report to the Sales Director.   Click here for an Executive Summary of Larson Financial Group.

        Responsibilities Include: 

        • Work various lead sources, conduct client meetings, offer and advise on product solutions that fit Clients’ financial needs  
        • Run insurance illustrations, construct financial plans, report investment performance 
        • Communicate investment advice and execute financial plans  
        • Work jointly with operations teams and others to ensure concierge Client experience 
        • Manage and foster all Client relationships in a healthy manner 
        • Abide by all legal and regulatory requirements of the Advisor role 

        Competencies: 

        • Adaptable and highly flexible to adjust to ever-changing financial market conditions, industry standards, compliance regulations, and evolving technology.  
        • Willing to increase knowledge of products and services as the company and industry evolves.  
        • Capable of working collaboratively and respectfully with all levels of personnel in the company. 
        • Capable of working independently and in a team environment.    
        • Self-starter who has a strong work ethic and is results driven. 
        • Able to set goals and track to them. 
        • Quick problem solver, solutions-based thinker.   
        • Excellent interpersonal and customer service skills.    
        • Excellent communication skills with the ability to build and maintain rapport and relationships with Clients and colleagues. 
        • High integrity with the drive to act in the Client’s best interest in all situations. 

        Qualifications: 

        • Bachelor’s degree or equivalent in Marketing, Finance, Sales, Business, or related Field 
        • Prior experience Financial Planning and/or Sales fields preferred, but not required. 
        • Knowledge of insurance/financial services industry preferred, but not required 
        • Prior designations (CFP) and licenses held (Life and Health, Series 6, 7, 63, 66, etc.) preferred, but not required.  Position will require licensing and registration to be obtained shortly after being hired. 
        • Must be able to pass background, FINRA, and other Finance industry checks 
        • Apply for this Position

          If you feel you’re the right fit for this position, please fill out this form to apply. You'll receive a confirmation email upon submission.
        • Drop files here or
          Accepted file types: doc, docx, pdf, txt, Max. file size: 50 MB.