Financial Planner

2 weeks ago


Houston, Texas, United States Intrua Financial, LLC Full time
Job Title: Financial Planner

Intrua Financial, LLC, an affiliate of Larson Financial Holdings, LLC, is seeking a talented professional to join our team as a Financial Planner at our Houston, TX location. This role will involve working directly with clients to achieve their financial goals through diligent follow-up, meeting preparations, and managing client information files.

Key Responsibilities:
  • Preparing and conducting client meetings to discuss financial plans and goals
  • Gathering data from clients to prepare comprehensive financial plans
  • Running insurance illustrations and constructing financial plans to meet client needs
  • Communicating investment advice based on recommendations from our Advisory team
  • Tracking next steps in the planning process and providing outstanding service to retain top clients
  • Entering and manipulating information into our CRM and Financial Planning software
  • Implementing client touches to create a concierge experience and drive consistent referrals
  • Performing follow-up and processing new business, while managing existing client relationships
  • Managing and resolving client issues in a timely and professional manner
Requirements:
  • 2+ years of experience in the Financial Planning field
  • Series 7 and 66 licenses (or Series 7 + Series 65 + Series 63) preferred
  • CFP certification preferred
  • Four-year degree or equivalent work experience
  • Knowledge of the insurance/financial services industry
  • Ability to maintain confidentiality of client information
  • Proficiency with Microsoft Office and Outlook
  • Experience with financial planning software and the ability to learn and adapt to upgrades/changes
  • Experience with RedTail CRM
  • Proficient data entry skills
  • Flexible schedule for meetings and client events
  • Ability to prioritize deliverables, track progress, and follow up on outstanding matters
  • Ability to manage time in an efficient, self-directed manner
  • Ability to be proactive and professionally assertive
  • Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism
  • Strong interpersonal and teamwork skills, including a positive attitude and excellent verbal and written interactions
  • Ability to adhere to rules and regulations as stated and required by Advisors and FINRA
Benefits:
  • Profit Sharing Bonus Program
  • 401(k) Employer Match up to 4%
  • Medical Insurance (HDHP HSA 5000 plan is 100% ER paid, with more plans available at shared cost)
  • Dental Insurance
  • Vision Insurance
  • ER PD Long-Term Disability Insurance
  • ER PD Life & AD&D Insurance
  • ER PD EAP
  • Voluntary Life available
  • Supplemental plans available
  • Paid time Off (112 hours after 90 days)
  • Holiday Pay (12 Holidays)
  • Training & Education
  • ER Events, Awards, Activities

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