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Larson Financial · 12 hours ago

Financial Planner

Houston, TX

Full-time

Onsite

Entry, Mid Level

2+ years exp

Larson Financial Group is seeking a talented professional for the position of Financial Planner. This role involves working directly with clients to achieve their financial goals through diligent follow-up, meeting preparations, and managing client information files, while also collaborating with the Advisory team to enhance the client experience.

AdviceBankingCommercial Real EstateConsultingFinancial ServicesReal EstateReal Estate InvestmentVenture CapitalWealth Management

Responsibilities

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

Qualification

Financial Planning experienceSeries 7 & 66 LicensesFinancial Planning softwareCFP certificationSalesforce experienceMicrosoft Office proficiencyInterpersonal skillsWritten communication skillsTeamwork skillsTime management

Required

Ability to build rapport via phone, virtual meetings or in person with clients

Professional, clear, and polite communication preference is required

Ability to work with the Advisor and other support team members to accomplish a common goal

Be able 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. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them

2+ years' experience in the Financial Planning field

Series 7 & 66, or 65 Licenses

Four-year degree or equivalent work experience

Knowledge of insurance/financial services industry

Ability to maintain confidentiality of information

Proficiency with Microsoft Office and Outlook

Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis

Experience with Salesforce

Proficient data entry skills

Flexible schedule for meetings and client event

Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required

Ability to manage time in an efficient, self-directed manner is required