Team Lead, Centralized Financial Planning

Company: Larson Financial Group, LLC
Location: Saint Louis
Posted on: March 25, 2025

Job Description:

The Team Lead for Centralized Financial Planning will be the driving force behind transforming complex financial planning data into actionable, client-friendly strategies. This role is pivotal in ensuring data from Money Guide Pro is effectively utilized and translated into visually engaging and easy-to-understand PowerPoint presentations for clients and advisors. The ideal candidate is detail-oriented, proficient in financial planning tools, and has exceptional communication and presentation skills. Primary ResponsibilitiesFinancial Planning Data Analysis and Strategy Development Extract and analyze client-specific data from Money Guide Pro to identify key financial insights and opportunities. Develop customized financial strategies based on the data, tailored to meet individual client goals and needs. Presentation Creation and Delivery Build visually appealing, easy-to-follow PowerPoint presentations that clearly outline financial strategies for clients and advisors. Ensure presentations simplify complex financial concepts and include actionable recommendations. Maintain a consistent presentation format that aligns with the company's brand standards. Advisor Support and Collaboration Collaborate closely with advisors to understand client objectives and align financial strategies accordingly. Provide advisors with the tools, insights, and confidence to deliver compelling presentations to clients. Serve as the go-to resource for enhancing the client-advisor interaction through well-structured materials. Continuous Process Improvement Review and refine presentation templates and workflows to improve efficiency and quality over time. Monitor feedback from advisors and clients to enhance the usability and effectiveness of materials. Stay updated on Money Guide Pro and PowerPoint best practices to bring innovation to the role. Success KPIs/Metrics3 Months: Establish and standardize the PowerPoint presentation format for client meetings. Successfully create and deliver 10+ financial planning presentations using Money Guide Pro data. 6 Months: Receive positive feedback from 90% of advisors on the usability and effectiveness of presentations. Train at least 50% of advisors on using the new presentation materials effectively during client meetings. 12 Months: Fully implement a streamlined process for data extraction, strategy development, and presentation creation. Support 25% of high-net-worth clients ($5M+ investable net worth) with comprehensive financial planning presentations. Skills and Experience 5+ years of experience in financial planning or related roles. Strong proficiency in Money Guide Pro and PowerPoint. Excellent analytical skills to translate complex financial data into actionable strategies. Exceptional presentation and communication skills, with an eye for design and simplicity. Ability to collaborate effectively with advisors and tailor strategies to individual client needs. Proactive, detail-oriented, and capable of managing multiple projects simultaneously. Familiarity with financial planning tools and industry best practices. CFP or FPQP certification preferred but not required. Employee Benefits & Perks Profit Sharing Bonus Program 401(k) Employer Match (up to 4%) 100% Employer-Paid Medical Insurance (HDHP HSA Plans) Dental and Vision Insurance Employer-Paid Long-Term Disability, Life, and AD&D Insurance Voluntary Life and Supplemental Insurance Plans Paid Time Off (112 hours after 90 days) 12 Paid Holidays Ongoing Training & Education Opportunities Company Events, Awards, and Activities PIb9e6b10d4e1b-25660-37036446

Keywords: Larson Financial Group, LLC, St. Louis , Team Lead, Centralized Financial Planning, Accounting, Auditing , Saint Louis, Missouri