Team Lead, Centralized Financial Planning

Company: Larson Financial Group, LLC
Location: Saint Louis
Posted on: April 1, 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 Responsibilities
Financial 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/Metrics
        3 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
                  
                  
                  
                  PIe2a0e12d8329-37248-37036446

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