At Larson Financial Holdings, LLC, we are seeking an experienced Controller, CPA to lead the accounting function and own the preparation and integrity of the company’s GAAP financial statements within a fast-growing, diversified financial services organization.  

We believe success is built by people who are goal-oriented, lead with a servant heart, and demonstrate a warrior spirit in everything they do. As a key member of our finance leadership team, the Controller will bring energy, initiative, and integrity to their work while supporting both our clients and colleagues through strong financial stewardship and collaboration. 

This role offers the opportunity to make a meaningful impact in an organization committed to helping employees thrive. In return for your leadership and expertise, Larson is dedicated to supporting your growth by providing the resources, mentorship, and opportunities needed to flourish both personally and professionally. We’re confident you’ll find this opportunity both challenging and rewarding. 

Responsibilities:  

• As Controller, you’ll partner and cultivate relationships with our leadership team to identify and manage various technical accounting and financial reporting opportunities 
• You will evaluate, analyze and issue US GAAP and/or IFRS accounting, as well as SEC reporting position papers for publicly traded and private companies, including private companies seeking public registration 
• You’ll develop strategies to solve complex business problems using new ways of thinking, and devise solutions to support your clients’ needs through using the latest tools and methods 
• You will also be a mentor and provide performance development to teams as you oversee the successful completion of project work plans 
• You promote a positive team culture that fosters open communication among all engagement team members 
• You create development opportunities for others, including participating in the creation and rollout of technical accounting training, and ways for your team to improve our clients and communities 
• Implementation of accounting pronouncement transitions (e.g. lease accounting, revenue recognition, CECL etc.), reconciliation and restatements 
• Public company readiness efforts and SEC reporting requirements 
• Evaluating, summarizing, organizing, and interpreting data 
• Establishing and cultivating business relationships and a professional network, including with senior executives 

Accounting & Close Ownership 

• Own and manage the monthly, quarterly, and annual close process across all entities 
• Ensure timely, accurate, and complete financial statements prepared in accordance with GAAP 
• Review and approve journal entries, account reconciliations, and close support 
• Maintain a disciplined close calendar and enforce deadlines 

GAAP, Technical Accounting & Judgment 

• Serve as the primary authority on GAAP, accounting policy, and technical accounting matters 
• Research, document, and implement accounting treatment for complex transactions (M&A, equity, intercompany, leases, revenue) 
• Maintain accounting policies, procedures, and documentation 

Audit, Tax & External Relationships 

• Lead all external audits, reviews, and examinations 
• Act as the primary point of contact for external auditors and tax advisors 
• Manage audit planning, PBC requests, issue resolution, and final deliverables 
• Coordinate with tax advisors to ensure timely and accurate filings (income, sales/use, payroll, etc.) 

Internal Controls & Risk Management 

• Design, implement, and maintain effective internal controls 
• Identify financial and operational risks and implement mitigation strategies 
• Ensure compliance with internal policies and applicable regulatory requirements 

Systems & Process Governance 

• Own the accounting system of record (NetSuite) and related subledgers 
• Ensure system configuration supports GAAP compliance and scalable processes 
• Partner with FP&A and IT on data integrity, integrations, and process improvements 
• Drive continuous improvement in accounting workflows and efficiency 

Leadership & Team Development 

• Lead and develop the accounting team, setting clear expectations and accountability 
• Provide coaching, review work product, and support professional growth 
• Establish clear ownership across accounting roles to avoid duplication and gaps 

Partnership & Communication 

• Partner with the CFO on accounting implications of strategic initiatives 
• Collaborate with FP&A, Commissions, and Operations to ensure clean handoffs and data accuracy 
• Clearly communicate accounting outcomes, risks, and issues to leadership 

The Compliance Officer (“CO”) is a key role within Larson Network Services (“LNS”). LNS provides network companies with various back-stage operational support services including Compliance. The network includes our affiliate Broker Dealer, Larson Financial Securities, LLC (“LFS”) and two Registered Investment Advisors, Larson Financial Group, LLC (“LFG”), Larson Wealth Partners, LLC (“LWP”) and Larson Capital Management, LLC (“LCM”) (collectively the “Firm”). The CO helps to ensure that all advisors and other associated persons comply with all federal, state, SEC, FINRA and MSRB rules and regulations and the Firm’s policies and procedures. In addition to other duties as assigned, COs help maintain regulatory compliance by researching and communicating requirements, reviewing and approving applications and advertising materials, testing policies and procedures and supporting internal and external audits. COs may be named as Designated Supervisory Principal and or Subject Matter Experts for certain Branches or areas of the Firms' Compliance Program.

Reports to: Chief Compliance Officer

Required Qualifications and Experience:

• Bachelor’s Degree or Higher
• Series 7, Series 66(63/65) and Series 24 or Series 9/10
• 5+ years’ experience in financial services

Larson Wealth Partners is a diversified financial services firm that provides a comprehensive array of financial services with an emphasis on providing premier financial advice and guidance to the local affluent marketplace. At Larson Wealth Partners, we believe in the power of individual choice. A place where your voice carries the most weight in helping you achieve your vision of a well-invested future.

We are seeking a talented and resourceful Client Services Associate. The ideal candidate should be able to operate independently as well as a member of a small team. This role will assist in performing a variety of daily tasks so that the team grows their business, runs smoothly, and meets service excellence standards. The Client Services Associate position offers competitive pay, a generous bonus program and comprehensive benefits package.

Responsibilities:

All office administration duties, including, answering phones, emails, setting up client meeting, converting paper document to paperless, postage meter maintenance, annual shredding, etc.

• Onboarding new clients, assist with client requests, preparing new account forms, client review reporting, etc.
• Maintain scheduling, within parameters set for multi-advisors.
• Prepare and run reporting as needed.
• Process required reporting, distributed to designated parties.
• Oversee daily office operations and ensure smooth workflow.
• Manage and coordinate office administrative procedures and systems.
• Maintain office efficiency by implementing and optimizing office processes.
• Handle scheduling, planning, and organizing meetings, appointments, and events.
• Manage office budgets, expense reports, and financial records.
• Oversee procurement and inventory of office supplies and equipment.
• Liaise with building management and external vendors for facility maintenance and service contracts.
• Handle incoming and outgoing correspondence, including mail and phone calls.
• Manage the office's document management system and ensure confidentiality.
• Provide administrative support to senior management as needed.
• Coordinate travel arrangements and accommodations for staff. 

Intrua Financial is seeking a reliable, organized, and personable Administrative Assistant to support the day-to-day operations of our Houston office. This role serves as the first point of contact for many of our clients and plays an important part in creating a welcoming, professional, and well-organized office environment.

The Administrative Assistant is responsible for managing the front desk and incoming phone calls, welcoming clients, supporting in-person meetings, maintaining shared office spaces, and assisting the operations team with a variety of administrative tasks.

The ideal candidate is dependable, proactive, an excellent communicator, and comfortable juggling multiple priorities at once. This person should enjoy helping others, take pride in keeping things organized, and be able to remain friendly and composed in a busy office environment.

Responsibilities: 

Front Desk & Client Experience

• Greet clients and visitors warmly and professionally and ensure they feel welcomed and taken care of
• Answer and route incoming calls to the appropriate advisor or team member
• Manage multiple incoming calls at once while maintaining a professional and helpful demeanor
• Take accurate messages and ensure information is communicated promptly to the appropriate person
• Serve as a helpful resource for clients while they are visiting the Houston office

Meeting& Office Support 

• Prepare conference rooms before client meetings, ensuring rooms are clean, organized, and ready for guests
• Reset conference rooms promptly following meetings so they are prepared for the next appointment
• Monitor client-facing areas throughout the day and maintain a clean, polished, and welcoming environment
• Stock and organize snacks, beverages, and supplies for clients and team members
• Help maintain the office kitchen, including keeping common areas tidy and running the dishwasher at the end of each day
• Identify office supply or maintenance needs and communicate them to the appropriate team member

Administrative & Operations Support 

• Assist with incoming client checks and the check deposit process in accordance with firm procedures
• Assist with client correspondence, mailings, scanning, and document organization
• Support compliance filing and maintenance of organized records
• Relay messages, documents, and information to advisors and team members accurately and promptly
• Provide general administrative support to the operations and client service teams as needed
• Assist with special projects and other office responsibilities as they arise

At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

Responsibilities:

• Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.
• Creating revenue guidance in conjunction with the Director of Asset Management, understanding capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes.
• Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity.
• Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis.
• Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan.
• Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required.
• Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal.
• Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset.
• Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned.

Larson Capital Management LLC is a private equity real estate firm focused on creating long-term value through strategic investment, disciplined underwriting, and hands-on asset management. Our portfolio includes multifamily, office, and industrial properties across key U.S. markets. We pride ourselves on an entrepreneurial culture built on integrity, collaboration, and a commitment to excellence in every investment we make.

The Private Equity Analyst will play a key role in supporting the sourcing, underwriting, and execution of real estate investment opportunities. This individual will analyze potential acquisitions across multifamily, office, and industrial asset classes, assist in due diligence and closing processes, and support ongoing asset management and disposition efforts. The ideal candidate brings a strong financial foundation, a passion for real estate investing, and a proactive approach to problem solving in a fast-paced, team-oriented environment.

Key Responsibilities

Acquisitions & Underwriting

• Build and maintain detailed financial models for potential acquisitions using Excel and/or Argus.
• Perform comprehensive underwriting and sensitivity analyses across multifamily, office, and industrial assets.
• Conduct market research, including rent and sales comparables, submarket trends, and competitive positioning.
• Prepare investment memoranda and presentation materials for internal review and Investment Committee approval.
• Support deal structuring, term negotiation, and financial due diligence.

Due Diligence & Transaction Management

• Manage and coordinate third-party reports, including appraisals, environmental, and property condition assessments.
• Review operating statements, rent rolls, and leases to verify financial assumptions.
• Assist with closing documentation, data room management, and transaction execution.

Asset Management & Dispositions

• Support the asset management team in tracking property performance against underwriting and budget expectations.
• Assist in preparing quarterly asset summaries, hold/sell analyses, and valuation updates.
• Contribute to disposition strategies, broker selection, and marketing coordination for asset sales.
• Perform return analyses and prepare disposition recommendation materials.

At Larson Capital Management, LLC, the Multi-Family Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Senior Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

The Multi-Family Asset Manager is responsible for maximizing the financial performance, operational efficiency, and long-term value of a portfolio of multifamily residential properties. This role oversees property management performance, asset strategy, budgeting, capital improvement initiatives, financial analysis, and investor reporting. The Asset Manager serves as the primary link between ownership, property management teams, and other stakeholders to ensure portfolio objectives are achieved.

Responsibilities:

Asset Performance & Strategy

• Develop and execute asset-level business plans to optimize property value and investment returns.
• Monitor portfolio performance against budgets, forecasts, and investment objectives.
• Identify opportunities to increase revenue, reduce expenses, and improve operational efficiency.
• Evaluate market conditions, competitive properties, and economic trends to inform strategic decisions.
• Recommend hold, refinance, recapitalization, or disposition strategies.

Financial Management

• Review and analyze monthly financial statements, variance reports, and key performance metrics.
• Prepare annual operating budgets and capital expenditure plans.
• Develop and maintain financial models, cash flow projections, and investment analyses.
• Monitor property-level NOI, occupancy, rent growth, collections, and expense performance.
• Work closely with accounting teams to ensure accurate financial reporting.

Property Operations Oversight

• Oversee third-party or internal property management companies.
• Conduct regular operational reviews and property visits.
• Evaluate leasing performance, resident retention, maintenance operations, and service levels.
• Ensure properties comply with ownership standards and business plan objectives.
• Collaborate with regional managers and onsite teams to address operational challenges.

Capital Projects & Value-Add Initiatives

• Identify and manage renovation, repositioning, and capital improvement projects.
• Review project budgets, timelines, and return-on-investment expectations.
• Coordinate with contractors, consultants, and property management teams.
• Monitor project execution and financial performance.

Investor & Ownership Reporting

• Prepare quarterly and annual asset performance reports.
• Present recommendations and performance updates to ownership, investors, and senior leadership.
• Support lender reporting requirements and financing activities.
• Assist with due diligence for acquisitions, refinancing, and dispositions.

Market & Portfolio Analysis

• Analyze market trends, demographic data, and competitive property performance.
• Conduct rent studies and evaluate pricing strategies.
• Assess acquisition opportunities and support underwriting efforts.
• Track portfolio KPIs and benchmark performance against market standards.

At Larson Capital Management LLC we are seek a Director of Business Development — RIA Distribution to join as LCM’s primary external-facing capital formation hire, responsible for building and owning the firm’s RIA distribution channel from the ground up. This is a high-impact, commercially driven role tasked with prospecting, cultivating, and closing relationships with independent registered investment advisors (RIAs) across the country, with the goal of establishing LCM’s private real estate offerings as a core alternative allocation for RIA clients.

The ideal candidate brings an existing network of RIA relationships they can activate quickly, a deep understanding of how independent advisors evaluate and allocate to alternative investments, and a proven track record of raising capital in a competitive external distribution environment. This is not a relationship maintenance role — it is a channel-building mandate that requires genuine hunter instincts, commercial accountability, and the ability to represent LCM’s investment platform credibly to sophisticated allocators.

Responsibilities:

RIA Channel Development

• Prospect, cultivate, and close relationships with independent RIAs, targeting advisors with client bases well-suited to private real estate allocations.
• Build LCM’s RIA distribution channel from the ground up, establishing a pipeline of active relationships and converting them to capital commitments.
• Maintain and grow a geographic territory of RIA relationships, with accountability for AUM raised and pipeline growth metrics.
• Represent LCM at industry conferences, RIA-focused events, and due diligence meetings to build brand awareness and expand the firm’s distribution reach.
• Identify and pursue new RIA partnership opportunities, including platform approvals and due diligence processes with RIA custodians and aggregators.

Product Communication & Education

• Serve as a knowledgeable and credible voice for LCM’s investment platform in external advisor settings, communicating fund strategies, structures, performance drivers, and risk considerations clearly.
• Tailor messaging to the specific needs and investment frameworks of independent RIAs and their end clients.
• Deliver compelling presentations, due diligence materials, and one-on-one conversations that move advisors through the evaluation and commitment process.
• Stay current on private real estate market trends, competitive landscape, and RIA industry dynamics to position LCM effectively against alternatives.

Cross-Functional Collaboration

• Partner with the Director of BD — Advisor Channel, IR, marketing, and investment teams to ensure consistent messaging and coordinated distribution strategy.
• Provide market feedback from RIA conversations to inform product development, fund structuring, and communication priorities.
• Coordinate with the Director of Marketing & Communications on RIA-facing collateral, pitch materials, and digital presence.
• Maintain accurate and organized records of RIA relationships, pipeline activity, meeting notes, and commitments in Salesforce CRM.
• Travel extensively to RIA offices, conferences, and industry events as required by the distribution mandate.

At Larson Capital Management LLC, we are seeking a Director, Alternative Investment Specialist to serve as LCM's embedded product expert and authoritative voice on alternative investment strategies across the firm's internal wealth advisor network. This is a high-visibility, relationship-driven role centered on enabling LCM's advisors to confidently understand, position, and recommend LCM's investment offerings to their clients.

The Director partners directly with advisor teams — sitting in on client meetings, leading educational sessions, and translating complex fund structures and investment strategies into clear, compelling narratives for both advisor and client audiences. While the primary mandate is advisor enablement, success in this role is ultimately measured by capital outcomes: deeper advisor engagement, increased product adoption, and higher allocation volume across LCM's growing suite of alternative investment offerings.

LCM's current product focus is private real estate, with active expansion into hedge funds and near-term plans to grow into private equity and venture capital. The ideal candidate brings deep private real estate expertise as a foundation, with the intellectual range and curiosity to grow alongside LCM's expanding alternatives platform.

Key Responsibilities

Advisor Enablement & Product Expertise

• Serve as LCM's embedded alternative investment subject matter expert within the internal advisor network, attending client-facing meetings as the product specialist and authoritative voice on LCM's strategies.

• Enable advisors to confidently position and recommend LCM's investment offerings by providing deep product knowledge, responsive support, and ongoing education.

• Develop trusted, high-value relationships with advisors across LCM's internal network to increase product engagement, adoption, and allocation volume.

• Identify opportunities to deepen advisor utilization of LCM's full product lineup as new strategies come to market.

• Gather and synthesize advisor feedback to inform product development, messaging strategy, and distribution priorities — serving as a direct line of intelligence between the advisor network and LCM leadership.

Product Education & Communication

• Translate complex alternative investment strategies, fund structures, and performance drivers into advisor-ready messaging and client-friendly narratives across asset classes.

• Develop and deliver educational content including investment strategy overviews, market updates, due diligence summaries, and risk considerations tailored to advisor and client audiences.

• Lead advisor training sessions, webinars, workshops, and in-person presentations on LCM products, fund mechanics, and broader alternative investment concepts.

• Support advisor onboarding to new investment offerings and platforms as LCM's product suite expands.

• Stay current on developments across private real estate, hedge funds, private equity, and venture capital to ensure LCM advisors have timely, accurate market context.

Cross-Functional Collaboration

• Partner closely with LCM's investment, IR, compliance, operations, and marketing teams to ensure consistent, accurate, and compliant messaging across all advisor-facing materials.

• Coordinate advisor communications related to new fund offerings, performance updates, capital events, and strategic initiatives.

• Maintain organized records of advisor interactions, meeting notes, and pipeline activity in Salesforce CRM.

• Represent LCM at advisor meetings and company events; periodic travel required.

At Larson Financial Group, LLC, we help individuals and families build lasting financial security through comprehensive wealth management and personalized advice. As one of the nation's leading independent wealth management firms, we are committed to providing exceptional client experiences while fostering an entrepreneurial environment where advisors can build successful, rewarding careers. 

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial goals while driving business growth. This is a production-focused role for a financial professional who enjoys developing new client relationships, expanding existing relationships, and serving as a trusted advisor through comprehensive financial planning. 

About the Role 

As a Financial Planner, you will play a key role in growing Larson Financial Group by developing new business opportunities, strengthening relationships with existing clients, and delivering comprehensive financial planning strategies. You'll be expected to build and manage a book of business through referrals, networking, centers of influence, and firm-provided opportunities while partnering with our internal planning and operations teams to deliver an exceptional client experience. 

This position is ideal for an ambitious advisor who enjoys both the consultative sales process and the technical aspects of financial planning, with compensation tied to production and long-term client success. 

Responsibilities 

• Develop and grow a personal book of business by acquiring new clients and expanding existing client relationships.  
• Conduct prospect and client meetings to identify financial planning opportunities and recommend comprehensive wealth management solutions.  
• Build and maintain trusted relationships that result in long-term client retention and referrals.  
• Generate new assets under management through networking, referrals, professional relationships, and firm marketing initiatives.  
• Prepare and present comprehensive financial plans addressing retirement, investment, tax, estate, insurance, and wealth transfer strategies.  
• Collaborate with investment advisors and internal specialists to deliver customized recommendations and implement client strategies.  
• Identify cross-selling opportunities across the firm's full suite of financial planning and wealth management services.  
• Maintain an active client contact strategy to strengthen relationships and create additional planning opportunities.  
• Manage the client onboarding process and ensure a seamless transition from prospect to long-term client.  
• Maintain accurate client records within CRM and financial planning software while adhering to regulatory and compliance requirements.  
• Stay current on industry trends, investment strategies, and financial planning best practices.  

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’re looking for a dedicated Financial Advisor to join our growing St. Louis, MO 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 Advisor, 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.