larsonfinancialgrouHouston, TX
Senior Financial Planner, Houston High-Touch Wealth Advisory
Senior Financial Planner, Houston High-Touch Wealth Advisory
Senior Financial Planner, Houston High-Touch Wealth Advisory
larsonfinancialgrouHouston, TX
6 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Apply for this role (opens in a new tab)Larson Financial Group, LLC is seeking a Senior Financial Planner in the Houston, TX area to work closely with clients, prepare tailored financial plans, and deliver a high-touch concierge service. You will collaborate with advisors and internal teams to ensure client satisfaction and career growth in a fast-paced, supportive environment.
The role requires 5–10 years in financial planning, Series 7/66 licenses, and a preferred CFP or CPA designation.
Also on the board Same function, level within a rung
Level
Senior
Location
Houston, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
6 days ago