Jobs at Larson Financial Holdings, LLC

Provide advanced federal and state tax planning for high-net-worth individuals, corporations, partnerships, and trusts. Run tax projections, review complex returns, research multi-state tax law, collaborate with advisors and firm leadership, and leverage tax software and technology to improve client outcomes and firm strategy.

Lead client meetings, collect and analyze client data, build tailored financial plans, create insurance illustrations and investment recommendations, manage onboarding and ongoing service, maintain CRM and planning software, track milestones, resolve client inquiries, and cultivate referrals while ensuring regulatory compliance and high-touch client service.

Lead accounting and GAAP financial statement preparation for a diversified financial services firm. Own month-end close, audits, technical accounting (GAAP/IFRS/SEC), internal controls, NetSuite system governance, multi-entity/intercompany accounting, and mentoring the accounting team. Partner with CFO, FP&A, and external auditors/tax advisors to ensure compliance and scalable processes.

Lead client meetings, collect client data, build tailored financial plans, create insurance illustrations, recommend investments with advisory team, manage onboarding and service, maintain CRM and planning software, and deliver high-touch client service to retain and grow relationships.

Lead client meetings, gather and organize client data, build tailored financial plans and insurance illustrations, communicate investment recommendations, manage onboarding and ongoing service, maintain CRM and planning software, track milestones, resolve client inquiries, and cultivate referrals while delivering high-touch client service.

Client-facing role preparing and conducting financial planning meetings, gathering client data, running insurance illustrations, constructing plans, communicating team recommendations, tracking planning next steps, entering and managing client information in CRM and planning software, performing follow-up, implementing concierge touches, resolving client issues, and supporting advisor-led client relationships.

Lead firm-wide process architecture and operations, creating and maintaining documented procedures, driving accountability and KPI dashboards, implementing systems, managing vendors, and coaching portfolio company executives to improve execution and operational rigor.

Work directly with clients to create tailored financial plans, lead meetings, produce insurance illustrations, coordinate investment recommendations, maintain CRM and planning software, manage onboarding and client service, and cultivate referrals to retain clients.

Work directly with clients to prepare and lead meetings, develop tailored financial plans and insurance illustrations, deliver investment recommendations, manage onboarding and ongoing service, maintain CRM and financial planning software, track milestones, resolve client inquiries, and cultivate referrals to retain and grow client relationships.