Paraplanner

Description :

Larson Financial Group, LLC (Larson) is looking for an experienced paraplanner who is seeking a career opportunity. Larson'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 high levels of success.

The paraplanner will have direct contact in working with the clients 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, and the position will be one of challenge and opportunity. This will be a good 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.

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
• Working jointly with client service manager and operations team to ensure concierge client experience

Requirements : Expectations :

Qualifications :

Larson Financial offers a generous employee benefits & perks package :

Schedule :

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