Destava

Senior Financial Planner

Larson Financial Holdings, LLC is hiring for Senior Financial Planner in Houston, TX. Senior level. First seen October 23, 2026; open as of November 7, 2026. Jobs taken straight from company career pages — no aggregator in between.

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Company
Larson Financial Holdings, LLC
Where
Houston, TX
Level
Senior
First seen
October 23, 2026
Listed via
Paylocity

What the posting says

Job Responsibilities: - 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…

Read more and apply on Larson Financial Holdings, LLC's site

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