Financial Planning Paraplanner - Grow with Purpose

Larson Financial Group; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Annual bonus

Job summary

Intrua Financial, LLC, an affiliate of Larson Financial Holdings, LLC, is seeking an experienced Paraplanner to support financial advisors and help clients reach their goals.

The paraplanner will prepare planning materials, attend client meetings, and maintain organized client records to ensure accurate and timely advice. A fast-paced, growth-oriented environment offers salary with upside potential.

Qualifications

• Licensing requirements include Series 6/7 and 63/66 licenses.
• Experience in financial planning processes and client Servicing.
• Strong communication and organizational abilities.

Responsibilities

• Run insurance illustrations for clients.
• Construct comprehensive financial plans.
• Present and communicate investment recommendations per team guidance.
• Track next steps in the client planning process.

Skills

Licensing: Series 6/7 and 63/66

Financial planning

Communication

Organization

Education

Four-year degree or equivalent work experience

Job description

Intrua Financial, LLC, an affiliate of Larson Financial Holdings, LLC, is seeking an experienced Paraplanner to support financial advisors and help clients reach their goals.

The paraplanner will prepare planning materials, attend client meetings, and maintain organized client records to ensure accurate and timely advice. A fast-paced, growth-oriented environment offers salary with upside potential.