Description. Intrua Financial, LLC. an affiliate of Larson Financial Holdings, LLC, is looking for an experienced. Paraplanner. who is seeking a career opportunity. The organization’s mission is to help others. FLOURISH. in life. The. Paraplanner. can do just that by assisting the financial advisors and helping Larson clients reach elevated levels of success. The. Paraplanner. will have direct contact with clients working to achieve their financi...
Description. Intrua Financial, LLC. an affiliate of Larson Financial Holdings, LLC, is looking for an experienced. Paraplanner. who is seeking a career opportunity. The organization’s mission is to help others. FLOURISH. in life. The. Paraplanner. can do just that by assisting the financial advisors and helping Larson clients reach elevated levels of success. The. Paraplanner. will have direct contact with clients working to achieve their financi...
Description. Larson Intrua Financial. is seeking an. Administrative Assistant. in the Houston, TX, office where you will play a crucial role in ensuring the smooth operation of our office. You will support our team with a variety of administrative tasks, fostering an organized and efficient work environment. Your attention to detail and proactive approach will be key in contributing to our success. Job Responsibilities. Manage and organize daily ...
Description. Head of M&A – RIA Acquisitions. Position. Director of Corporate Development. Reports To. President of Advisory Services. Location. St. Louis or Houston. Compensation. Competitive base performance-based incentives tied to deal success and integration outcomes. Overview. Larson Financial Group. is a rapidly expanding wealth management enterprise currently managing over $7B in assets across two RIAs. We are pursuing an aggressive inorga...
Description. Location. Houston, TX. Intrua Financial LLC an affiliate of Larson Financial Holdings LLC. is seeking a. Client Service Associate - Financial Services. in the. Houston, TX. area to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up...
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 candidat...
Description. Portfolio Administrator. Job Summary. Larson Financial Holdings, LLC. is seeking qualified applicants for the. Portfolio Administrator. position in the Houston, TX area. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This ...
