Job details

Financial Planner

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Description

Larson 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 position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.

In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.

Responsibilities include, but are not limited to:

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

Requirements

Expectations:

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.

Skills and Experience:

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.

Larson Financial Group offers a generous employee benefits & perks package:

Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available at cost)
Dental Insurance
Vision Insurance
ER PD Long Term Disability Insurance
ER PD Life Insurance
ER PD EAP
Voluntary Short Term & Additional Life
Supplemental Insurance
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities

Average salary estimate

$70000 / YEARLY (est.)

min

max

$60000K

$80000K

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What You Should Know About Financial Planner, Intrua Financial, LLC

Larson Financial Group, operating as Intrua Financial, is on the lookout for a dedicated Financial Planner to join our team in Houston, Texas. If you’re someone who thrives in a bustling environment and loves the thrill of helping clients achieve their financial dreams, then this position is tailor-made for you! In this interactive role, you’ll get to work closely with clients, preparing for and conducting meetings that pave the way for their financial success. Your daily tasks might include gathering client data, preparing financial plans, and providing investment advice alongside our esteemed Advisory team. You’ll not only manage client information files but also ensure that each client feels valued through outstanding service, contributing to long-lasting relationships. A successful candidate will have a knack for communication, both verbally and in writing, and have the ability to forge deeper connections with clients. With responsibilities like tracking each client’s financial journey, following up diligently, and implementing personalized touches to create a concierge experience, this role promises to be engaging and rewarding. If you’re ready to bring your expertise, perhaps your Series 7 & 66 licenses, and your passion for financial planning into a dynamic team environment where every day presents new challenges and opportunities, we invite you to explore what Larson Financial Group has to offer. Join us in making a difference in clients' lives while advancing your own career significantly!

Frequently Asked Questions (FAQs) for Financial Planner Role at Intrua Financial, LLC

What are the primary responsibilities of a Financial Planner at Larson Financial Group?

As a Financial Planner at Larson Financial Group, your main responsibilities will include conducting client meetings, preparing financial plans, and gathering client data. You'll also be tasked with tracking the planning process, implementing client interactions for a superior experience, and managing both existing and new client relationships.