Paraplanner
Company: Larson Financial Group, LLC
Location: Saint Louis
Posted on: April 30, 2024
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Job Description:
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 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 skillsLarson
Financial offers a generous employee benefits & perks
package:Production Bonus ProgramProfit Sharing Bonus Program401(k)
Employer Match up to 4%Medical Insurance (HDHP HSA 5000 plan is
100% paid for the employee)Dental InsuranceVision InsuranceER PD
Long-Term Disability InsuranceER PD Life & AD&D InsuranceER PD
EAPVoluntary Life & AD&D InsuranceVoluntary Short-Term
DisabilityPaid time Off (112 hours after 90 days)Holiday Pay (12
Holidays)Training & EducationER Events, Awards,
ActivitiesSchedule:8-hour shift, M-F,
DaysPI181a2d30d3d2-25660-34303535
Keywords: Larson Financial Group, LLC, St. Louis , Paraplanner, Other , Saint Louis, Missouri
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