Strategic Financial Services Consultant

3 days ago


Indianapolis, Indiana, United States Larson Financial Group, LLC Full time

Larson Financial Group, LLC is seeking a highly skilled and experienced Financial Planner to join their team in the Indianapolis area. As a Strategic Financial Services Consultant, you will play a key role in helping clients achieve their financial goals through diligent follow-up, meeting preparations, conducting client meetings, and managing client information files.

This is an excellent opportunity for someone who enjoys working directly with clients, building strong relationships, and delivering exceptional service. You will work closely with the Advisory team to contribute to an outstanding client experience, utilizing your industry knowledge to provide valuable insights and guidance.

The ideal candidate will have 8+ years of experience in the Financial Planning field, hold Series 7 & 66 Licenses, CFP, and a four-year degree or equivalent work experience. Strong communication skills, both written and verbal, are essential, as well as the ability to maintain confidentiality of information and prioritize deliverables efficiently.

Larson Financial Group offers a comprehensive benefits package, including a Profit Sharing Bonus Program, 401(k) Employer Match up to 4%, and various insurance options. The estimated salary for this position is $80,000 - $110,000 per year, depending on experience.

Responsibilities:
  • 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 retain top clients
  • Entering and manipulating information into Contact Management System and Financial Planning software
  • Implementing client touches to create a concierge experience resulting in consistent referrals
  • Performing follow-up and processing new business; managing existing client relationships
Requirements:
  • Ability to build rapport via phone, virtual meetings, or in-person with clients
  • Professional, clear, and polite communication style
  • Ability to work with the Advisor and other support team members to accomplish a common goal
  • Flexibility to adapt to a changing environment and meet timely deadlines
  • Serving as the primary contact for a designated group of clients


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