Financial Planner

Job Description

Job Description

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 candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.

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

Responsibilities include, but are not limited to :

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

Requirements : Expectations :

Skills and Experience :

Larson Financial Group offers a generous employee benefits & perks package :

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