Senior Financial Planner
Larson Financial Holdings, LLC is hiring for Senior Financial Planner in San Diego, CA. Senior level. First seen October 23, 2026; open as of November 8, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Larson Financial Holdings, LLC
- Where
- San Diego, CA
- 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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