Financial Planner

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Job description

Larson Wealth Partners, LLC is seeking a talented professional to hire for the position of Financial Planner, in the Chicago/Northern Indiana 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 for 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 plans
• Running insurance illustrations, constructing financial plans
• Communicating investment advice based on recommendations of team
• Tracking the 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 processing new business; managing existing client relationships
• Managing and resolving client issues

Expectations:

• 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.

Skills and Experience:

• 8+ years' experience in the Financial Planning field
• Must have Series 7 & 66 Licenses
• Must have CFP
• 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
• The 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
• Ability to be proactive and professionally assertive is required
• Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required
• Strong interpersonal and teamwork skills including demonstrating positivness in conduct, verbal, and written interactions are required
• The ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required

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

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available at cost)
• Dental Insurance
• Vision Insurance
• ER PD Long Term Disability Insurance
• ER PD Life Insurance
• ER PD EAP
• Voluntary Short Term & Additional Life
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities

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