- 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
- 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.
- 2+ years' experience in the Financial Planning field
- Series 7 & 66, or 65 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. xhuatnn
- Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.
- Profit Sharing Bonus Program
- 401(k) Employer Match up to 4%
- Medical Insurance (HDHP HSA plans FREE for employee only)
- Dental, Vision, Life/Disability Insurance & Supplemental Insurance
- Paid time Off (112 hours after 90 days)
- Holiday Pay (12 Holidays)
- Training & Education
- ER Events, Awards, Activities
-
Oak Harvest Financial Group is seeking an in-office Financial Planner to support our advisory PODs through high-quality plan execution, client relationship support, and proactive planning coordination. · This role is ideal for someone who is detail-oriented, client-focused, and m ...
Houston $60,000 - $100,000 (USD)1 month ago
-
Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner. · ...
Houston1 month ago
-
Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner in the Houston area. · ...
Houston1 day ago
-
We are seeking a talented Financial Planner to join our team in Houston, TX area. · This position is ideal for someone who enjoys working directly with clients to achieve their financial goals. · ...
Houston1 week ago
-
+Job summary · We are seeking a talented professional for the position of Financial Planner in Houston, TX. This role involves working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting cli ...
Houston, TX1 week ago
-
We are seeking a talented Financial Planner to work with clients to achieve their financial goals. The ideal candidate will have industry knowledge and be able to handle people and processes with ease. · Preparing and conducting client meetings · Gathering data from clients for p ...
Houston1 day ago
-
Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner in the Houston 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 ...
Houston1 month ago
-
Financial planner position at Larson Financial Group in Houston, TX area. Preparing and conducting client meetings · Gathering data from clients for preparation of financial plan · ...
Houston1 day ago
-
We are seeking a talented professional to hire for the position of Financial Planner in the Houston area. · ...
Houston, TX1 month ago
-
This position is perfect for someone who enjoys working directly with clients to achieve their financial goals. In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. · Series 7 & 66 or 65 ...
Houston1 month ago
-
+Job summary · Larson Financial Group is seeking a talented professional in the Houston area. · +Preparing and conducting client meetings · Gathering data from clients for preparation of financial plan · Running insurance illustrations, constructing financial plans · ...
Houston1 month ago
-
+Job summary · 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.+Res ...
Houston2 weeks ago
-
We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, ...
Houston, TX1 month ago
-
We serve entrepreneurial families navigating messy financial lives. We take a Total Balance Sheet approach—blending liquid and illiquid assets. · No product push. · No asset-based fees. · Mosaic is looking for a Planning Strategist. This role isn't about checking boxes or draftin ...
Houston1 month ago
-
We're looking for an Associate Financial Planner who is passionate about the wealth management industry, genuinely cares about helping people achieve financial clarity and confidence, · Prepare client financial planning facts and meeting materials in eMoney (net-worth statements, ...
Houston, TX3 weeks ago
-
We're looking for an Associate Financial Planner who is passionate about the wealth management industry, genuinely cares about helping people achieve financial clarity and confidence, and is excited to grow with a firm that invests heavily in your development. · Financial Plannin ...
Houston $50,000 - $70,000 (USD)3 weeks ago
-
We are seeking an eager financial advisor to fill an entry-level position that offers room for growth. · ...
Houston, TX4 weeks ago
-
Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the Houston area. · ...
Houston1 day ago
-
+Choose a career where changing someone else's life for the better is also life-changing for you – personally, professionally, and financially. · ,,li>A Bachelor of Arts or Science degree from a four-year college or university.,/li>,li>Strong interpersonal skills,,/li>,/ul,, ,</s ...
The Woodlands, TX1 month ago
-
Oak Harvest Financial Group is seeking an in-office Financial Planner to support their advisory PODs through high-quality plan execution. · ...
Houston, TX1 month ago
Financial Planner - Houston - Intrua Financial, LLC
Description
:Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity
Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner, in the Houston, TX 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:
Expectations:
Skills and Experience:
Larson Financial Group offers a generous employee benefits & perks package:
PI56506d3278
-
Financial Planner
Only for registered members Houston
-
Financial Planner
Only for registered members Houston
-
Financial Planner
Intrua Financial, LLC Careers- Houston
-
Financial Planner
Only for registered members Houston
-
Financial Planner
Only for registered members Houston, TX
-
Financial Planner
Intrua Financial, LLC- Houston
-
Financial Planner
Only for registered members Houston
-
Financial Planner
Only for registered members Houston
-
Financial Planner
Only for registered members Houston, TX
-
Financial Planner
Only for registered members Houston
-
Financial Planner
Only for registered members Houston
-
Financial Planner
Only for registered members Houston
-
Financial Planner
Only for registered members Houston, TX
-
Financial Planner
Only for registered members Houston
-
Associate Financial Planner
Only for registered members Houston, TX
-
Associate Financial Planner
Only for registered members Houston
-
Personal Financial Planner
Only for registered members Houston, TX
-
Financial Planner
Intrua Financial, LLC- Houston
-
Financial Planner
Only for registered members The Woodlands, TX
-
Financial Planner- Houston, TX
Only for registered members Houston, TX