Larson Financial · 2 months ago
Paraplanner
Houston,TX,US
Full-time
Onsite
Mid LevelLarson Financial is seeking an experienced Paraplanner to assist financial advisors and help clients achieve their financial goals. The role involves direct client contact, running insurance illustrations, constructing financial plans, and ensuring a high-quality client experience.
AdviceBankingCommercial Real EstateConsultingFinancial ServicesReal EstateReal Estate InvestmentVenture CapitalWealth Management
Responsibilities
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
Qualification
Required
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
Benefits
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
Company
Larson Financial
Larson Financial is a financial services company offering life insurance and mortgage loans services.
Founded in 2006
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
P
Paul Larson
CEO
Recent News
The Business Journals
2024-04-11
2024-02-10
Company data provided by crunchbase