Paraplanner

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

Description

Intrua Financial, LLC, an affiliate of Larson Financial Holdings, LLC, is looking for an experienced Paraplanner who is seeking a career opportunity. The organization’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 elevated levels of success.

The Paraplanner will have direct contact with clients working 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. This will be a great 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 with growth opportunity.

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

Requirements

Expectations:

• Flexible schedule for meetings and client events
• Ability to collaborate with the advisor to accomplish a common goal

Qualifications:

• Series 6 or 7 and 63 or 66 licenses, required
• 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
• Excellent organizational and critical thinking skills

Schedule:

• 8-hour shift, M-F, Days

Larson Financial offers a generous employee benefits & perks package:

Competitive base salary commensurate with experience, annual performance bonus, and meaningful long-term incentive participation. Comprehensive benefits package including health, dental, vision, 401(k) with match, and other firm-specific benefits.

Who We Are

• Mission: Empowering All to Flourish
  True prosperity involves not just individual success but collective well-being. By focusing on our mission of “Empowering All to Flourish,” we contribute to the betterment of communities while creating a sense of unity and shared progress. Beyond being your trusted one-stop shop for comprehensive financial services, we are deeply committed to creating a positive impact on communities – both in our own backyards and throughout the world.
• Vision: One-Stop Financial Resource
  Since our inception in 2006, we’ve provided comprehensive financial planning and sophisticated investment advice. We continually expand our services to better meet your financial goals by offering everything under one roof. Your time is important so providing a one-stop financial resource just makes sense.
• Culture: Goal-Oriented, Servant-Leaders with a Warrior Spirit
  This is the heart of who we are. Good business practices should be clearly defined by the values of integrity, service, hope, and love. We strive to live out those principles in pursuit of our mission of “Empowering All to Flourish.” By taking care of our clients, colleagues, and communities, we believe everyone can thrive.