What are the responsibilities and job description for the Paraplanner position at Larson Financial Group, LLC?
Description
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
Requirements
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:
- Production Bonus Program
- Profit Sharing Bonus Program
- 401(k) Employer Match up to 4%
- Medical Insurance (HDHP HSA plans are 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