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Larson Financial Group, LLC (Larson) is looking for an experienced paraplanner who is seeking a career opportunity. Larson'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 high levels of success.
The paraplanner will have direct contact in working with the clients to achieve their financial goals by servicing through diligent and detailed follow up, applying planning techniques within meeting preparations, attending client meetings, and keeping organized accounts of client information.
This is a fast paced and rapidly growing practice, and the position will be one of challenge and opportunity. This will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice.
Responsibilities include:
Running insurance illustrations
Constructing financial plans
Communicating investment advice based on recommendations of team
Track next steps in the planning process for clients
Working jointly with client service manager and operations team to ensure concierge client experience
Expectations:
Flexible schedule for meetings and client events
Ability to work with the Advisor to accomplish a common goal
Qualifications:
Prefer Series 6 or 7 and 63 or 66 licensed.
Four-year degree or equivalent work experience
Must have knowledge of insurance/financial services industry
Ability to coordinate multiple tasks and priorities in a fast-paced environment
Good organizational and problem-solving skills
Larson Financial offers a generous employee benefits & perks package:
Schedule:
PIa514763c5-
Full Time
$67k-80k (estimate)
04/28/2024
05/12/2024
larsonfinancial.com
SAINT LOUIS, MO
100 - 200
2007
Private
DENISE RUEBSAM
$10M - $50M
Business Services
The following is the career advancement route for Paraplanner positions, which can be used as a reference in future career path planning. As a Paraplanner, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Paraplanner. You can explore the career advancement for a Paraplanner below and select your interested title to get hiring information.