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Financial Jobs in O Fallon, IL (NOW HIRING)

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO

$73K - $99K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO

$73K - $99K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO

$73K - $99K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a ...

Larson Financial Group, LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a ...

Larson Financial Group, LLC

Financial Advisor

Saint Louis, MO

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we ...

Larson Financial Group, LLC

Financial Advisor

Saint Louis, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we ...

Larson Financial Holdings, LLC

Financial Advisor

Saint Louis, MO · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we ...

Maryville University

Financial Analyst

Saint Louis, MO · On-site

$65K - $78K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

The Financial Analyst will play a critical role in supporting the financial operations of the university, with a primary focus on the Athletics Department. This role will allocate 60-75% of its time ...

EBS Recruiters LLC

Financial Planner

Saint Louis, MO · On-site

$73K - $99K/yr

The Financial Planner is responsible for helping clients achieve their financial goals through comprehensive financial planning, personalized recommendations, and exceptional client service. This ...

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Showing results 1-20

All JobsFinancial JobsFinancial Jobs in O'Fallon, IL

Financial information

See O Fallon, IL salary details

$29.4K

$66.8K

$107.3K

How much do financial jobs pay per year?

As of Aug 13, 2026, the average yearly pay for financial in O'Fallon, IL is $66,814.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,500.00 and $85,800.00 per year, depending on experience, location, and employer.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What is a financial professional?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.
What are the most commonly searched types of Financial jobs in O'Fallon, IL? The most popular types of Financial jobs in O'Fallon, IL are:
What cities near O'Fallon, IL are hiring for Financial jobs? Cities near O'Fallon, IL with the most Financial job openings:
Financial jobs near you
Infographic showing various Financial job openings in O'Fallon, IL as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $66,814 per year, or $32.1 per hour.

Financial Planner

Larson Financial Group, LLC

Saint Louis, MO

$73K - $99K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

Job description

Description:

About Us 

At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 


About the Role 

As a Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 

Requirements:

What You’ll Do 

  • 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 inquiries and provide trusted support 

What We’re Looking For 

Qualifications 

  • Minimum 2 years of experience in financial planning or a related field 
  • Series 7 and 66 licenses required 
  • CFP designation is a plus 
  • Bachelor’s degree or equivalent work experience 
  • Familiarity with the insurance and financial services industry 
  • Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) 

 Skills & Attributes 

  • Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone 
  • Strong written and verbal communication skills with high attention to detail 
  • Proficiency in Microsoft Office and Outlook 
  • Professionalism in appearance, attitude, and work ethic 
  • Adaptable, proactive, and comfortable working in a dynamic environment 
  • Strong organizational skills with the ability to prioritize and follow through 
  • Commitment to maintaining confidentiality and upholding regulatory standards 

Why Join Larson Financial Group? 

We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 

  • Profit Sharing Bonus Program 
  • 401(k) with Employer Match (up to 4%) 
  • Comprehensive Medical, Dental, and Vision Insurance 
  • Company-paid Long-term Disability, Life Insurance, and EAP 
  • Voluntary Short-term Disability and Supplemental Insurance 
  • Generous PTO (112 hours after 90 days) + 12 Paid Holidays 
  • Training, Development, and Educational Opportunities 
  • Company Events, Recognition Awards, and Team Activities 

Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships. 


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