St. Louis, Missouri, United States · On-site
Description At Larson Financial Holdings, LLC we are seeking eager aspiring Financial Planner Associates to participate in a structured 90-day development program designed to build the knowledge, skills, and licensing re…
Skills: Financial Planning, Wealth Management, Client Service, Investment Analysis, Regulatory Compliance
St. Louis, Missouri, United States • On-site
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Participate in a 90-day development program to learn financial planning, wealth management, and client service operations. Prepare for and obtain SIE, Series 7, and Series 66 securities licenses while shadowing experienced planners.
Requires a bachelor's degree or equivalent professional experience with a strong interest in investment advisory services. Candidates must demonstrate the ability to learn complex regulatory concepts and a commitment to passing licensing exams.
Description
At Larson Financial Holdings, LLC we are seeking eager aspiring Financial Planner Associates to participate in a structured 90-day development program designed to build the knowledge, skills, and licensing requirements necessary for a successful career in financial planning and wealth management. This role combines classroom learning, securities licensing preparation, client service exposure, and direct mentorship from Financial Planners and Client Service Associates.
The associate will progressively develop expertise in investment products, regulatory requirements, financial planning concepts, client onboarding, and compliance while preparing for and obtaining the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.
Requirements
Not eligible for benefits – this is a temporary 90-day position, full-time offer / employment is dependent on passing SIE, Series 7, and 66 exams
Our reputation is built on a long-term commitment to the financial planning process & responsible financial management.
Our reputation for excellence is built on our long-term commitment to responsible financial management. We are committed to delivering personalized, comprehensive financial solutions for high-net-worth individuals. We understand each client has unique financial needs, and our goal is to provide strategic advice to help them navigate complex financial landscapes, protect their assets, and achieve long-term success. Our approach focuses on holistic financial planning, ensuring our clients receive tailored guidance across a broad range of services. From investment management and tax planning to retirement strategies and risk management, we are dedicated to helping our clients build and preserve their wealth while empowering them to thrive in all areas of their financial lives. We specialize in: -Asset Protection -Investment Management -Tax Planning -Employee Benefits & Pensions -Practice Management -Retirement Planning -Contract Negotiation -Mortgage Planning -Risk Management -Estate Planning At Larson, we’re committed to providing holistic financial strategies that allow our clients to build, grow, and preserve their wealth, empowering them to thrive today and in the future.
Offices: 100 N. Broadway, Floor 17, St. Louis, Missouri 63102, US
Our reputation is built on a long-term commitment to the financial planning process & responsible financial management.
Our reputation for excellence is built on our long-term commitment to responsible financial management. We are committed to delivering personalized, comprehensive financial solutions for high-net-worth individuals. We understand each client has unique financial needs, and our goal is to provide strategic advice to help them navigate complex financial landscapes, protect their assets, and achieve long-term success. Our approach focuses on holistic financial planning, ensuring our clients receive tailored guidance across a broad range of services. From investment management and tax planning to retirement strategies and risk management, we are dedicated to helping our clients build and preserve their wealth while empowering them to thrive in all areas of their financial lives. We specialize in: -Asset Protection -Investment Management -Tax Planning -Employee Benefits & Pensions -Practice Management -Retirement Planning -Contract Negotiation -Mortgage Planning -Risk Management -Estate Planning At Larson, we’re committed to providing holistic financial strategies that allow our clients to build, grow, and preserve their wealth, empowering them to thrive today and in the future.
Offices: 100 N. Broadway, Floor 17, St. Louis, Missouri 63102, US
