Financial Planner

Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner. This position is ideal for someone who enjoys working directly with clients to achieve their financial goals through diligent follow-up, meeting preparations, conducting client meetings, and managing client information files.

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

Responsibilities

• Preparing and conducting client meetings
• Gathering data from clients for the preparation of financial plans
• Running insurance illustrations, constructing financial plans
• Communicating investment advice based on recommendations of the team
• Tracking next steps in the planning process for clients
• Providing exceptional service to retain top clients
• Entering and manipulating information into the Contact Management System and Financial Planning software
• Implementing client touches to create a concierge experience resulting in consistent referrals
• Performing follow-up and processing new business; managing existing client relationships
• Managing and resolving client issues

Expectations

• Ability to build rapport via phone, virtual meetings, or in-person with clients
• Professional, clear, and polite communication is required
• Ability to work with the Advisor and other support team members to accomplish a common goal
• Ability 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

Skills and Experience

• At least 2 years' experience in the Financial Planning field
• Series 7 & 66, or 65
• CFP is a plus
• Four-year degree or equivalent work experience
• Knowledge of the insurance/financial services industry
• Ability to maintain confidentiality of information
• Proficiency with Microsoft Office and Outlook
• Experience with financial planning software, ability to learn and adapt to upgrades/changes
• Experience with Salesforce
• Proficient data entry skills
• Flexible schedule for meetings and client events
• Ability to prioritize deliverables, track progress, and follow up on outstanding matters
• Ability to manage time in an efficient, self-directed manner
• Ability to be proactive and professionally assertive
• Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism
• Strong interpersonal and teamwork skills including positivity in conduct, verbal, and written interactions
• Ability to adhere to rules and regulations as stated and required by Advisors and FINRA

Larson Financial Group Offers

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% employer paid for employee only)
• 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