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
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