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Chief Financial Strategist

1 month ago

Knoxville, Tennessee, United States Larson Financial Group, LLC Full time
{\"Job Title\": \"Financial Planner\", \"Job Summary\": \"At Larson Financial Group, LLC, we are seeking a skilled Financial Planner to join our team. In this role, you will work directly with clients to achieve their financial goals by delivering exceptional service, building strong relationships, and providing personalized financial planning solutions.\", \"Responsibilities:\": \"
\t* Prepare and conduct client meetings
\t* Gather data from clients for preparation of financial plans
\t* Run insurance illustrations, construct financial plans
\t* Communicate investment advice based on team recommendations
\t* Track next steps in the planning process for clients
\t* Provide outstanding service to retain top clients
\t* Enter and manipulate information into Contact Management System and Financial Planning software
\t* Implement client touches to create a concierge experience resulting in consistent referrals
\t* Perform follow-up and process new business; manage existing client relationships
\t* Manage and resolve client issues
\", \"Requirements:\": \"
\t* 8+ years of experience in the Financial Planning field
\t* Must have Series 7 & 66 Licenses
\t* Must have CFP
\t* Four-year degree or equivalent work experience
\t* Knowledge of insurance/financial services industry
\t* Ability to maintain confidentiality of information
\t* Proficiency with Microsoft Office and Outlook
\t* Experience with financial planning software, ability to learn and adapt to upgrades/changes
\t* Experience with Salesforce
\t* Proficient data entry skills
\t* Flexible schedule for meetings and client events
\", \"Benefits:\": \"
\t* Profit Sharing Bonus Program
\t* 401(k) Employer Match up to 4%
\t* Medical Insurance (HDHP HSA 5000 plan is 100% paid for the employee, more plans available at cost)
\t* Dental Insurance
\t* Vision Insurance
\t* ER PD Long Term Disability Insurance
\t* ER PD Life Insurance
\t* ER PD EAP
\t* Voluntary Short Term & Additional Life
\t* Supplemental Insurance
\t* Paid time Off (112 hours after 90 days)
\t* Holiday Pay (12 Holidays)
\t* Training & Education
\t* ER Events, Awards, Activities
\"}