Financial Planner

Job Description

Larson Financial Group, LLC is seeking a talented professional to join our team as a Financial Planner at our Fort Wayne, IN location. The ideal candidate will excel at working directly with clients to help them achieve their financial goals through meticulous follow-up, client meetings, and managing client information files. This role requires a passion for superior service, building client relationships, and contributing to an outstanding client experience.

Responsibilities

• Preparing and conducting client meetings.
• Gathering and preparing financial plan data from clients.
• Running insurance illustrations and constructing financial plans.
• Communicating investment advice based on team recommendations.
• Providing outstanding service for top clients and managing client relationships.
• Entering and managing information in Contact Management System and Financial Planning software.
• Implementing client touches to enhance client experience.
• Managing and resolving client issues.
• Being the primary contact for designated clients.

Expectations

• Building rapport with clients through various communication methods.
• Professional, clear, and polite communication skills.
• Working collaboratively to achieve common goals.
• Adapting to change and working efficiently to meet deadlines.
• Serving as the go-to person for clients' financial needs.

Skills and Experience

• 2+ years' experience in Financial Planning.
• Series 7 license required.
• Active financial planner status.
• CFP certification is a plus.
• Four-year degree or equivalent work experience.
• Proficiency in financial planning software and Microsoft Office.
• Experience with Salesforce and strong data entry skills.
• Flexible schedule and excellent time management.
• Strong written and oral communication skills.
• Interpersonal skills and teamwork abilities.
• Adherence to rules and regulations.

Benefits

• Profit Sharing Bonus Program.
• 401(k) Employer Match up to 4%.
• Comprehensive Medical, Dental, Vision, and Insurance plans.
• Employee Assistance Program.
• Paid Time Off and Holiday Pay.
• Training & Education opportunities.
• Various Events, Awards, & Activities.