Larson Financial · 8 hours ago
Financial Planner
Houston, Texas
Full-time
Onsite
Entry, Mid Level
2+ years expLarson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner in the Houston, TX area. This role involves working directly with clients to help them achieve their financial goals through diligent follow-up, meeting preparations, and managing client information. The ideal candidate will demonstrate a passion for delivering superior service and building client relationships.
AdviceBankingCommercial Real EstateConsultingFinancial ServicesReal EstateReal Estate InvestmentVenture CapitalWealth Management
Responsibilities
Preparing and conducting client meetings
Gathering data from clients for preparation of financial plan
Running insurance illustrations, constructing financial plans
Communicating investment advice based on recommendations of team
Tracking next steps in the planning process for clients
Providing outstanding service to reproduce top clients
Entering and manipulate information into Contact Management System and Financial Planning software
Implementing client “touches” to create concierge experience resulting in consistent referrals
Performing follow up and process new business; manage existing client relationships
Managing and resolving client issues
Qualification
Required
Ability to build rapport via phone, virtual meetings or in person with clients
Professional, clear, and polite communication preference is required
Ability to work with the Advisor and other support team members to accomplish a common goal
Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines
Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them
2+ years' experience in the Financial Planning field
Series 7 & 66, or 65 Licenses
CFP a plus
Four-year degree or equivalent work experience
Knowledge of insurance/financial services industry
Ability to maintain confidentiality of information
Proficiency with Microsoft Office and Outlook
Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis
Experience with Salesforce
Proficient data entry skills
Flexible schedule for meetings and client event
Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required
Ability to manage time in an efficient, self-directed manner is required
Ability to be proactive and professionally assertive is required
Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required
Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required
Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required
Benefits
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans FREE for employee only)
Dental, Vision, Life/Disability Insurance & Supplemental Insurance
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities
Company
Larson Financial
Larson Financial is a financial services company offering life insurance and mortgage loans services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
P
Paul Larson
CEO
Recent News
The Business Journals
2024-04-11
2024-02-10
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