Financial Planner

2 weeks ago

Houston, United States Intrua Financial, LLC Full time
Job DescriptionJob Description

Intrua Financial, LLC, an affiliate of Larson Financial Holdings, LLC, is seeking a talented professional to hire for the position of Financial Planner at the Houston, TX location. This position will run meetings with current clients to service them and will not be required to prospect, cold call, or market.


This financial planner position at Intrua Financial, 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 challenges and opportunities. Demonstrating a passion to deliver 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 is an in-office position.


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 manipulating information into the CRM and Financial Planning software
  • Implementing client touches to create concierge experience resulting in consistent referrals
  • Performing follow up and processing new business; managing 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 Financial Planner 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
  • Series 7 and 66 licenses (or Series 7 + Series 65 + Series 63) preferred
  • CFP® preferred
  • 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 as they occur on a regular basis
  • Experience with RedTail CRM
  • Proficient data entry skills
  • Flexible schedule for meetings and client events
  • 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.

Intrua Financial, LLC offers a generous employee benefits & perks package:

  • Profit Sharing Bonus Program
  • 401(k) Employer Match up to 4%
  • Medical Insurance (HDHP HSA 5000 plan is 100% ER paid – 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


PI648f4e21d388-25405-35705619

  • Financial Planner

    2 weeks ago

    Houston, Texas, United States Intrua Financial, LLC Full time

    Job Title: Financial PlannerIntrua Financial, LLC is seeking a talented professional to join our team as a Financial Planner. 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...

  • Financial Planner

    3 weeks ago

    Houston, United States Intrua Financial, LLC Full time

    Job DescriptionJob DescriptionIntrua Financial, LLC, an affiliate of Larson Financial Holdings, LLC, is seeking a talented professional to hire for the position of Financial Planner at the Houston, TX location. This position will run meetings with current clients to service them and will not be required to prospect, cold call, or market. This financial...

  • Financial Planner

    2 weeks ago

    Houston, Texas, United States Intrua Financial, LLC Full time

    Job Title: Financial PlannerIntrua 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...

  • Financial Planner

    1 week ago

    Houston, Texas, United States Intrua Financial, LLC Full time

    Job DescriptionIntrua Financial, LLC, an affiliate of Larson Financial Holdings, LLC, is seeking a talented professional to fill the role of Financial Planner at our Houston, TX location. This position involves servicing existing clients, meeting with them to discuss their financial goals, and managing client information files.This financial planning...

  • Financial Planner at a MassMutual Firm

    2 weeks ago

    Houston, Texas, United States Strategic Financial Group Full time

    Unlock Your Potential in Financial ServicesAt Strategic Financial Group, we're dedicated to empowering individuals and families to achieve financial independence. As a Financial Planner, you'll play a critical role in guiding clients through their financial journeys, providing expert advice on risk management, wealth growth, and future planning.Key...

  • Financial Planner

    4 weeks ago

    Houston, Texas, United States Fidelity Investments Full time

    Job Overview:Fidelity Investments is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in helping clients achieve their financial goals by providing personalized investment guidance and wealth management strategies.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...

  • VP Financial Planner

    4 days ago

    Houston, United States Madison Professional Group- Financial Advisory Recruiters Full time

    As a VP Financial Planner, you will be responsible for executing wealth management strategies that foster strong, enduring client relationships and high client loyalty. You will be working with branches private wealth clients and helping to cultivate those relationships and establish additional clients with referrals. You will serve as a subject matter...

  • VP Financial Planner

    4 days ago

    Houston, United States Madison Professional Group- Financial Advisory Recruiters Full time

    As a VP Financial Planner, you will be responsible for executing wealth management strategies that foster strong, enduring client relationships and high client loyalty. You will be working with branches private wealth clients and helping to cultivate those relationships and establish additional clients with referrals. You will serve as a subject matter...

  • Financial Planner

    4 weeks ago

    Houston, Texas, United States Fidelity Investments Full time

    Job Overview:Fidelity Investments is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in helping clients achieve their financial goals by providing personalized investment guidance and wealth management strategies.Key Responsibilities:Develop and implement comprehensive financial plans for clients,...

  • Experienced Financial Consultant

    2 weeks ago

    Houston, Texas, United States IMG Financial Group Full time

    Unlock Your Potential as a Financial AdvisorAt IMG Financial Group, we're dedicated to empowering experienced financial advisors to reach new heights in their careers. Our commitment to excellence, integrity, and innovation drives us to deliver exceptional service and build lasting relationships with our clients.What We OfferComprehensive Training and...

  • Senior Financial Strategist

    4 hours ago

    Houston, Texas, United States Madison Professional Group- Financial Advisory Recruiters Full time

    Job Title: VP Financial PlannerMadison Professional Group- Financial Advisory Recruiters is seeking a highly skilled VP Financial Planner to join our team. As a key member of our financial services team, you will be responsible for executing wealth management strategies that foster strong, enduring client relationships and high client loyalty.Key...

  • Experienced Financial Advisor

    2 weeks ago

    Houston, Texas, United States IMG Financial Group, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt IMG Financial Group, we empower our clients to achieve financial freedom and stability through tailored solutions. Our commitment to excellence, integrity, and innovation drives us to deliver exceptional service and build lasting relationships.As a Financial Advisor at IMG Financial Group, you'll have the...

  • Experienced Financial Advisor

    7 days ago

    Houston, Texas, United States IMG Financial Group, Inc. Full time

    Unlock Your Potential as a Financial AdvisorAt IMG Financial Group, we're dedicated to empowering financial professionals to reach new heights in their careers. Our commitment to excellence, integrity, and innovation drives us to deliver exceptional service and build lasting relationships with our clients.As a Financial Advisor at IMG Financial Group, you'll...

  • SEO & Event Planner

    4 days ago

    Houston, United States RIA Advisors Full time

    Company Description At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future. We work with individuals, families, and business clients, providing money management and financial planning services tailored to each client’s needs. Our goal is to help...

  • SEO & Event Planner

    4 days ago

    Houston, United States RIA Advisors Full time

    Company Description At RIA Advisors, we focus on building, preserving, and protecting our clients’ wealth and guiding them to achieve their financial goals – now and into the future. We work with individuals, families, and business clients, providing money management and financial planning services tailored to each client’s needs. Our goal is to help...

  • Experienced Financial Advisor

    6 days ago

    Houston, United States IMG Financial Group, Inc. Full time

    At IMG Financial Group, we are committed to offering tailored financial solutions designed to help our clients reach their financial goals and ensure their future stability. Our focus on integrity, excellence, and innovation drives us to deliver outstanding service and build enduring relationships with our clients.As a Financial Advisor at IMG Financial...

  • Experienced Financial Advisor

    2 months ago

    Houston, United States IMG Financial Group, Inc. Full time

    At IMG Financial Group, we are committed to offering tailored financial solutions designed to help our clients reach their financial goals and ensure their future stability. Our focus on integrity, excellence, and innovation drives us to deliver outstanding service and build enduring relationships with our clients.As a Financial Advisor at IMG Financial...

  • Experienced Financial Advisor

    2 months ago

    Houston, United States IMG Financial Group, Inc. Full time

    At IMG Financial Group, we are committed to offering tailored financial solutions designed to help our clients reach their financial goals and ensure their future stability. Our focus on integrity, excellence, and innovation drives us to deliver outstanding service and build enduring relationships with our clients.As a Financial Advisor at IMG Financial...

  • Financial Planner

    3 weeks ago

    Houston, Texas, United States Edward D. Jones & Co., L.P. Full time

    Unlock Your Financial PotentialAre you looking for a career that combines financial expertise with a passion for helping others? As a financial advisor at Edward D. Jones & Co., L.P., you'll have the opportunity to work with clients to achieve their long-term financial goals, including retirement planning, wealth building, and estate strategy.Key...

  • Material Planner II 1

    2 months ago

    Houston, United States TechnipFMC Full time

    Material Planner II 1 Location: Hyderabad, IN Employment type: Employee Place of work: Office Offshore/Onshore: Onshore TechnipFMC is committed to driving real change in the energy industry. Our ambition is to build a sustainable future through relentless innovation and global collaboration – and we want you to be part of it. You’ll be joining a...