Paraplanner at LARSON FINANCIAL HOLDINGS, LLC

St. Louis, Missouri, 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, Problem-Solving Skills, Planning Techniques, Client Meetings, Follow Up, Concierge Client Experience

Industry

Financial Services

Description

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: * Flexible schedule for meetings and client events * Ability to work with the Advisor to accomplish a common goal Qualifications: * Prefer Series 6 or 7 and 63 or 66 licensed. * 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 * Good organizational and problem-solving 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 plans are 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 diligent follow-up and detailed planning techniques. Responsibilities include running insurance illustrations, constructing financial plans, and tracking next steps in the planning process.