Larson Financial ยท 3 hours ago
Paraplanner
St Louis, MO
Full-time
Onsite
Mid LevelLarson Financial Group, LLC is looking for an experienced paraplanner who is seeking a career opportunity. The paraplanner will assist financial advisors and help clients reach their financial goals through diligent follow-up and detailed planning techniques.
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
Working jointly with client service manager and operations team to ensure concierge client experience
Qualification
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
Good organizational and problem-solving skills
Preferred
Prefer Series 6 or 7 and 63 or 66 licensed
Benefits
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
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