What are the responsibilities and job description for the Paraplanner position at Intrua Financial, LLC?
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 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. This will be a great 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 with growth opportunity.
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
- Collaborate with the Client Service Manager and operations team to ensure client experience
Requirements
Expectations:
- Flexible schedule for meetings and client events
- Ability to collaborate with the advisor to accomplish a common goal
Qualifications:
- Series 6 or 7 and 63 or 66 licenses, required
- 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
- Excellent organizational and critical thinking skills
Larson Financial offers a generous employee benefits & perks package:
- Production Bonus Program
- Profit Sharing Bonus Program
- 401(k) Employer Match up to 4%
- Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee)
- Dental Insurance
- Vision Insurance
- ER PD Long-Term Disability Insurance
- ER PD Life & AD&D Insurance
- ER PD EAP
- Voluntary Life & AD&D Insurance
- Voluntary Short-Term Disability
- Paid time Off (112 hours after 90 days)
- Holiday Pay (12 Holidays)
- Training & Education
- ER Events, Awards, Activities
Schedule:
- 8-hour shift, M-F, Days