Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the Cape Girardeau, MO area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.

In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.

Responsibilities include, but are not limited to:

• Preparing and conducting client meetings
• Gathering data from clients for preparation of financial plan
• Running insurance illustrations, constructing financial plans
• Communicating investment advice based on recommendations of team
• Tracking next steps in the planning process for clients
• Providing outstanding service to reproduce top clients
• Entering and manipulate information into Contact Management System and Financial Planning software
• Implementing client “touches” to create concierge experience resulting in consistent referrals
• Performing follow up and process new business; manage existing client relationships
• Managing and resolving client issues

Expectations:

• Ability to build rapport via phone, virtual meetings or in person with clients
• Professional, clear, and polite communication preference is required
• Ability to work with the Advisor and other support team members to accomplish a common goal
• Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.
• Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.

Skills and Experience:

• 8+ years’ experience in the Financial Planning field
• Must have Series 7 & 66 Licenses
• Must have CFP
• Four-year degree or equivalent work experience
• Knowledge of insurance/financial services industry
• Ability to maintain confidentiality of information
• Proficiency with Microsoft Office and Outlook
• Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis
• Experience with Salesforce
• Proficient data entry skills
• Flexible schedule for meetings and client event.
• Ability to prioritize deliverables, track deliverable progress, and follow –up on outstanding matters is required.
• Ability to manage time in an efficient, self-directed manner is required.
• Ability to be proactive and professionally assertive is required.
• Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
• Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.
• Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.

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

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available at cost)
• Dental Insurance
• Vision Insurance
• ER PD Long Term Disability Insurance
• ER PD Life Insurance
• ER PD EAP
• Voluntary Short Term and Additional Life
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities

Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the Kansas City, MO area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.

In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.

Responsibilities include, but are not limited to:

• Preparing and conducting client meetings
• Gathering data from clients for preparation of financial plan
• Running insurance illustrations, constructing financial plans
• Communicating investment advice based on recommendations of team
• Tracking next steps in the planning process for clients
• Providing outstanding service to reproduce top clients
• Entering and manipulate information into Contact Management System and Financial Planning software
• Implementing client “touches” to create concierge experience resulting in consistent referrals
• Performing follow up and process new business; manage existing client relationships
• Managing and resolving client issues

Expectations:

• Ability to build rapport via phone, virtual meetings or in person with clients
• Professional, clear, and polite communication preference is required
• Ability to work with the Advisor and other support team members to accomplish a common goal
• Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.
• Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.

Skills and Experience:

• 8+ years’ experience in the Financial Planning field
• Must have Series 7 & 66 Licenses
• Must have CFP
• Four-year degree or equivalent work experience
• Knowledge of insurance/financial services industry
• Ability to maintain confidentiality of information
• Proficiency with Microsoft Office and Outlook
• Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis
• Experience with Salesforce
• Proficient data entry skills
• Flexible schedule for meetings and client event.
• Ability to prioritize deliverables, track deliverable progress, and follow –up on outstanding matters is required.
• Ability to manage time in an efficient, self-directed manner is required.
• Ability to be proactive and professionally assertive is required.
• Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
• Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.
• Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.

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

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available at cost)
• Dental Insurance
• Vision Insurance
• ER PD Long Term Disability Insurance
• ER PD Life Insurance
• ER PD EAP
• Voluntary Short Term and Additional Life
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities

Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the St. Louis, MO area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.

In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.

Responsibilities include, but are not limited to:

• Preparing and conducting client meetings
• Gathering data from clients for preparation of financial plan
• Running insurance illustrations, constructing financial plans
• Communicating investment advice based on recommendations of team
• Tracking next steps in the planning process for clients
• Providing outstanding service to reproduce top clients
• Entering and manipulate information into Contact Management System and Financial Planning software
• Implementing client “touches” to create concierge experience resulting in consistent referrals
• Performing follow up and process new business; manage existing client relationships
• Managing and resolving client issues

Expectations:

• Ability to build rapport via phone, virtual meetings or in person with clients
• Professional, clear, and polite communication preference is required
• Ability to work with the Advisor and other support team members to accomplish a common goal
• Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.
• Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.

Skills and Experience:

• 8+ years’ experience in the Financial Planning field
• Must have Series 7 & 66 Licenses
• Must have CFP
• Four-year degree or equivalent work experience
• Knowledge of insurance/financial services industry
• Ability to maintain confidentiality of information
• Proficiency with Microsoft Office and Outlook
• Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis
• Experience with Salesforce
• Proficient data entry skills
• Flexible schedule for meetings and client event.
• Ability to prioritize deliverables, track deliverable progress, and follow –up on outstanding matters is required.
• Ability to manage time in an efficient, self-directed manner is required.
• Ability to be proactive and professionally assertive is required.
• Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
• Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.
• Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.

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

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available at cost)
• Dental Insurance
• Vision Insurance
• ER PD Long Term Disability Insurance
• ER PD Life Insurance
• ER PD EAP
• Voluntary Short Term & Additional Life
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities

Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in many U. S. locations (Kansas City, St. Louis, Cape Girardeau & Knoxville). This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.

In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.

Responsibilities include, but are not limited to:

• Preparing and conducting client meetings
• Gathering data from clients for preparation of financial plan
• Running insurance illustrations, constructing financial plans
• Communicating investment advice based on recommendations of team
• Tracking next steps in the planning process for clients
• Providing outstanding service to reproduce top clients
• Entering and manipulate information into Contact Management System and Financial Planning software
• Implementing client “touches” to create concierge experience resulting in consistent referrals
• Performing follow up and process new business; manage existing client relationships
• Managing and resolving client issues

Expectations:

• Ability to build rapport via phone, virtual meetings or in person with clients
• Professional, clear, and polite communication preference is required
• Ability to work with the Advisor and other support team members to accomplish a common goal
• Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.
• Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.

Skills and Experience:

• 8+ years’ experience in the Financial Planning field
• Must have Series 7 & 66 Licenses
• Must have CFP
• Four-year degree or equivalent work experience
• Knowledge of insurance/financial services industry
• Ability to maintain confidentiality of information
• Proficiency with Microsoft Office and Outlook
• Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis
• Experience with Salesforce
• Proficient data entry skills
• Flexible schedule for meetings and client event.
• Ability to prioritize deliverables, track deliverable progress, and follow –up on outstanding matters is required.
• Ability to manage time in an efficient, self-directed manner is required.
• Ability to be proactive and professionally assertive is required.
• Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
• Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.
• Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.

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

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available at cost)
• Dental Insurance
• Vision Insurance
• ER PD Long Term Disability Insurance
• ER PD Life Insurance
• ER PD EAP
• Voluntary Short Term & Additional Life
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities

Larson Commercial Real Estate, LLC is seeking a dedicated Property Manager to oversee the daily operations of our properties, ensuring a high level of tenant satisfaction and optimal property performance. This role involves managing all aspects of property management, from tenant relations and lease administration to maintenance coordination and budget management.

The ideal candidate will have a strong background in property management, possess strong leadership skills, and keen attention to detail. Join our team and play a crucial role in maintaining the quality and value of our real estate investments.

Job Responsibilities

• Oversee and manage day-to-day operations of multiple properties to ensure efficient and profitable management.
• Prepare and manage property budgets, monitor financial performance, and report on financial metrics.
• Review and prepare monthly financial reports, including accruals and variance reports.
• Review and approve all invoices for expenditures on the properties.
• Partner with Accounting Department to review calculations of common area maintenance (CAM), insurance and taxes on each property and review CAM reconciliations before they are sent to tenants.
• Collaborate with team members to prepare and manage annual capital and operating expense budgets and forecasts for portfolio.
• Implement effective rent collection procedures to minimize arrears and bad debts.
• Enforce lease agreements, ensuring compliance with legal requirements and company policies.
• Coordinate maintenance and repair activities, ensuring properties are well-maintained and in compliance with safety standards.
• Foster positive relationships with tenants, addressing complaints, and resolving issues promptly and effectively.
• Conduct regular property inspections to assess conditions and identify areas for improvement.
• Stay informed about industry trends and regulatory changes to ensure properties remain competitive and compliant.
• Prepare work specifications and secure competitive bid proposals for contracted services, recommend contract awards, and negotiate and execute property service contracts.
• Prepare and present regular reports on property performance and management activities to asset management
• Oversee aspects of tenant improvement work.
• Manage vendor relationships, negotiate contracts, and ensure high-quality service delivery.
• Develop and enforce emergency preparedness plans for properties, ensuring tenant safety and compliance with regulations.

Larson Financial Holdings, LLC is seeking an experienced and skilled Senior Options Trader to lead the development and execution of a new derivatives trading program. The ideal candidate will be responsible for building and managing options overlays, including but not limited to basis trades, covered calls, exchange fund replication, and hedging strategies. This role is a blend of strategy development and hands-on trading, offering the unique opportunity to shape the future of our derivatives program.

Key Responsibilities:

• Program Development: Design, implement, and continuously refine an options trading program that aligns with the firm’s investment objectives.  Focus on options overlays, including basis trades, covered call writing, exchange fund replication, and hedging strategies.
• Trading Execution: Serve as the primary trader, executing options strategies across various asset classes.  Ensure best execution practices, manage risk, and adjust positions based on market conditions.
• Portfolio Management: Collaborate with portfolio managers and analysts to integrate options strategies into broader portfolios.  Optimize risk/reward profiles for client accounts using options-based solutions.
• Risk Management: Monitor and manage the risk associated with derivative trades, ensuring alignment with firm and client risk parameters.
• Technology Integration: Assist in selecting and integrating the necessary technology, platforms, and tools to support a scalable and efficient options trading program.
• Training and Mentorship: Work closely with junior traders and investment team members, providing education on options strategies and derivatives market dynamics.
• Compliance and Reporting: Ensure adherence to regulatory requirements and internal compliance standards.  Develop reporting systems to track performance and provide transparency to senior management and clients.

Key Responsibilities:

• Program Development: Design, implement, and continuously refine an options trading program that aligns with the firm’s investment objectives.  Focus on options overlays, including basis trades, covered call writing, exchange fund replication, and hedging strategies.
• Trading Execution: Serve as the primary trader, executing options strategies across various asset classes.  Ensure best execution practices, manage risk, and adjust positions based on market conditions.
• Portfolio Management: Collaborate with portfolio managers and analysts to integrate options strategies into broader portfolios.  Optimize risk/reward profiles for client accounts using options-based solutions.
• Risk Management: Monitor and manage the risk associated with derivative trades, ensuring alignment with firm and client risk parameters.
• Technology Integration: Assist in selecting and integrating the necessary technology, platforms, and tools to support a scalable and efficient options trading program.
• Training and Mentorship: Work closely with junior traders and investment team members, providing education on options strategies and derivatives market dynamics.
• Compliance and Reporting: Ensure adherence to regulatory requirements and internal compliance standards.  Develop reporting systems to track performance and provide transparency to senior management and clients.