Financial Planner
Company: Larson Financial Group, LLC
Location: Denver
Posted on: April 24, 2024
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Job Description:
Larson Financial Group is seeking a talented professional to
hire for the position of Financial Planner , in the Denver, CO area
. This position is the perfect fit for someone who enjoys working
directly with clients to achieve their financial goals by servicing
through diligent and detailed follow-up, meeting preparations,
conducting client meetings, and managing client information files.
The ideal candidate will be able to handle people and processes
with ease, while welcoming challenge and opportunity. Demonstrating
a passion to delivering superior service and building client
relationships will add to success in this position. In this client
facing role, you will use your industry knowledge to work with the
Advisory team to contribute to an outstanding client experience.
This position is fast-paced and will require a person with the
desire to learn, grow in their career, and the ability to handle
challenges, plus enjoy successes. Responsibilities include, but are
not limited to: Preparing and conducting client meetings Gathering
data from clients for preparation of financial plan Running
insurance illustrations, constructing financial plans Communicating
investment advice based on recommendations of team Tracking next
steps in the planning process for clients Providing outstanding
service to reproduce top clients Entering and manipulate
information into Contact Management System and Financial Planning
software Implementing client touches to create concierge experience
resulting in consistent referrals Performing follow up and process
new business; manage existing client relationships Managing and
resolving client issues Expectations: Ability to build rapport via
phone, virtual meetings or in person with clients Professional,
clear, and polite communication preference is required Ability to
work with the Advisor and other support team members to accomplish
a common goal Be able to conform to a changing environment and work
at a quick pace, to achieve timely deadlines. Serving as the
primary contact for a designated group of clients. The client must
be able to rely on the FP/CSM for every financial need, whether it
is finding the right answer or having it ready for them. Skills and
Experience: 2+ years' experience in the Financial Planning field
Must have Series 7 & 66 Licenses CFP a plus Four-year degree or
equivalent work experience Knowledge of insurance/financial
services industry Ability to maintain confidentiality of
information Proficiency with Microsoft Office and Outlook
Experience with financial planning software, the ability to learn
and adapt to upgrades/changes that occur on a regular basis
Experience with Salesforce Proficient data entry skills Flexible
schedule for meetings and client event. Ability to prioritize
deliverables, track deliverable progress, and follow - up on
outstanding matters is required. Ability to manage time in an
efficient, self-directed manner is required. Ability to be
proactive and professionally assertive is required. Demonstrated
written and oral communication skills with strong attention to
grammar, spelling, and overall professionalism is required. Strong
interpersonal and teamwork skills including demonstrating
positiveness in conduct, verbal, and written interactions is
required. Ability to adhere to rules and regulations as stated and
required by Advisors and FINRA is required. Larson Financial Group
offers a generous employee benefits & perks package: 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 Disability Insurance ER PD Life Insurance ER
PD EAP Paid time Off (128 hours after 90 days) Holiday Pay (10
Holidays) Training & Education ER Events, Awards, Activities
PIa25a3fe5db81-26276-33531776
Keywords: Larson Financial Group, LLC, Thornton , Financial Planner, Accounting, Auditing , Denver, Colorado
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