About this opportunity
Larson Financial Holdings, LLC lists this Paraplanner opportunity in houston, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job Description Job Description Description: Intrua Financial, LLC , an affiliate of Larson Financial Holdings, LLC, is looking for an experienced Paraplanner who is seeking a career opportunity. The organization's mission is to help others FLOURISH in life. The Paraplanner can do just that by assisting the financial advisors and helping Larson clients reach elevated levels of success.
The Paraplanner will have direct contact with clients working to achieve their financial goals by servicing through diligent and detailed follow-up, applying planning techniques within meeting preparations, attending client meetings, and keeping organized accounts of client information.
This is a fast-paced and rapidly growing practice. This will be a great fit for a driven person who desires a guaranteed salary, with large upside income potential, based on the performance of the individual and the practice with growth opportunity.
Responsibilities include:
Running insurance illustrations
Constructing financial plans
Communicating investment advice based on recommendations of team
Track next steps in the planning process for clients
Collaborate with the Client Service Manager and operations team to ensure client experience
Requirements: Expectations:
Flexible schedule for meetings and client events
Ability to collaborate with the advisor to accomplish a common goal
Qualifications:
Series 6 or 7 and 63 or 66 licenses, 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
Excellent organizational and critical thinking skills
Schedule:
8-hour shift, M-F, Days
Larson Financial offers a generous employee benefits & perks package:
Competitive base salary commensurate with experience, annual performance bonus, and meaningful long-term incentive participation. Comprehensive benefits package including health, dental, vision, 401(k) with match, and other firm-specific benefits.
Who We Are Mission: Empowering All to Flourish
True prosperity involves not just individual success but collective well-being. By focusing on our mission of "Empowering All to Flourish," we contribute to the betterment of communities while creating a sense of unity and shared progress. Beyond being your trusted one-stop shop for comprehensive financial services, we are deeply committed to creating a positive impact on communities - both in our own backyards and throughout the world.
Vision: One-Stop Financial Resource
Since our inception in 2006, we've provided comprehensive financial planning and sophisticated investment advice. We continually expand our services to better meet your financial goals by offering everything under one roof. Your time is important so providing a one-stop financial resource just makes sense.
Culture: Goal-Oriented, Servant-Leaders with a Warrior Spirit
This is the heart of who we are. Good business practices should be clearly defined by the values of integrity, service, hope, and love. We strive to live out those principles in pursuit of our mission of "Empowering All to Flourish." By taking care of our clients, colleagues, and communities, we believe everyone can thrive.
Worksite address
houston, TX, 77098, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.