Paraplanner at Intrua Financial, LLC

Houston, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Feb, 26

Salary

0.0

Posted On

13 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Insurance Illustrations, Financial Plans, Investment Advice, Client Communication, Organizational Skills, Critical Thinking, Collaboration, Planning Techniques

Industry

Financial Services

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 Larson Financial offers a generous employee benefits & perks package: Production Bonus Program Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee) Dental Insurance Vision Insurance ER PD Long-Term Disability Insurance ER PD Life & AD&D Insurance ER PD EAP Voluntary Life & AD&D Insurance Voluntary Short-Term Disability Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities Schedule: 8-hour shift, M-F, Days

Responsibilities

The Paraplanner will assist financial advisors in helping clients achieve their financial goals through detailed follow-up and planning techniques. Responsibilities include running insurance illustrations, constructing financial plans, and tracking next steps in the planning process.