- Larson Financial Group, LLC
- Fort Wayne, IN
- 02-27-2024
Job Description
Larson Financial Group, LLC is looking for a dedicated Financial Planner to join our team in Fort Wayne, IN. The ideal candidate will excel in client interactions, demonstrate a passion for delivering superior service, and possess industry expertise to contribute to exceptional client experiences. This role involves preparing and conducting client meetings, providing investment advice, managing client information, and ensuring top-notch service to clients.
Responsibilities
- Prepare and conduct client meetings
- Gather data for financial plan preparation
- Communicate investment advice based on team recommendations
- Manage client information and relationships
- Utilize Contact Management System and Financial Planning software
- Create concierge experiences for clients
- Follow up on new business and manage existing client relationships
- Resolve client issues and provide outstanding service
Expectations
- Build rapport with clients through various communication channels
- Work collaboratively with the Advisory team and support staff
- Adapt to changing environments and meet deadlines
- Be the primary contact for designated clients
Skills and Experience
- 2+ years' experience in Financial Planning
- Series 7 license required
- CFP certification a plus
- Proficiency in Microsoft Office and financial planning software
- Experience with Salesforce and data entry
- Strong communication and interpersonal skills
- Adherence to industry regulations and guidelines
Benefits
- Profit Sharing Bonus Program
- 401(k) Employer Match up to 4%
- Medical, Dental, Vision, and Life Insurance
- Disability Insurance
- Employee Assistance Program
- Paid Time Off and Holidays
- Training and Education opportunities