Larson Financial Group, LLC (Larson) is looking for an experienced paraplanner who is seeking a career opportunity. Larson's mission is to help others FLOURISH in life . The paraplanner can do just that by assisting the financial advisors and helping Larson clients reach high levels of success.
The paraplanner will have direct contact in working with the clients to achieve their financial goals by servicing through diligent and detailed follow up, applying planning techniques within meeting preparations, attending client meetings, and keeping organized accounts of client information.
This is a fast paced and rapidly growing practice, and the position will be one of challenge and opportunity. This will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice.
Responsibilities include:
* Running insurance illustrations
* Constructing financial plans
* Communicating investment advice based on recommendations of team
* Track next steps in the planning process for clients
* Working jointly with client service manager and operations team to ensure concierge client experience
Requirements:Expectations:
* Flexible schedule for meetings and client events
* Ability to work with the Advisor to accomplish a common goal
Qualifications:
* Prefer Series 6 or 7 and 63 or 66 licensed.
* Four-year degree or equivalent work experience
* Must have knowledge of insurance/financial services industry
* Ability to coordinate multiple tasks and priorities in a fast-paced environment
* Good organizational and problem-solving skills
Larson Financial offers a generous employee benefits & perks package:
Schedule:
PI840bcfb7a19a-30492-39045817
POSITION DESCRIPTION We are currently seeking a full-time Senior Municipal Engineer. Our team works with local communities on a wide range of civil, municipal, and environmental projects. We are looking for a Professional Engineer who would work with CAD Technicians, ...
...Job Description Position Summary: Under the direction of the Senior Accountant, Accountant II is responsible for coaching the Accountant I and reporting to the Senior Accountant. The Accountant II will be involved in the daily accounting activities, monthly close...
Were hiring a Sales Director to lead the growth of our Junior/Missy apparel division.This role will focus on developing new partnerships and expanding current relationships with leading retailers and brands, driving signicant protable revenue growth in both branded...
Stratejic Relationships is looking for a detail-oriented Remote Data Entry Clerk to join our team. This position offers the flexibility of working remotely while ensuring the accuracy and efficiency of data management processes critical to our success. Key Responsibilities...
...Role Overview As the Traffic Control Division Coordinator , you will be responsible for overseeing all traffic management operations for construction sites, special events, and other projects requiring traffic control. You will ensure the implementation of safety measures...