Paraplanner for Growth & Client Impact | Flexible Schedule

Intrua Financial, LLC; Houston (TX); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Annual performance bonus

Job summary

Intrua Financial, LLC, affiliated with Larson Financial Holdings, LLC, seeks an experienced Paraplanner to support financial advisors and clients. The role focuses on meticulous follow-up, planning prep, and attending client meetings to organize client information.

This fast-growing practice offers a guaranteed base salary with upside potential based on performance, plus a comprehensive benefits package and long-term incentives.

Qualifications

• Series 6 or 7 and 63 or 66 licenses required.
• Four-year degree or equivalent work experience.
• Knowledge of insurance/financial services industry.
• Ability to coordinate multiple tasks in a fast-paced environment.
• Excellent organizational and critical thinking skills.

Responsibilities

• Running insurance illustrations.
• Constructing financial plans.
• Communicating investment advice based on team recommendations.
• Tracking next steps in the planning process for clients.
• Collaborating with the Client Service Manager and operations team to ensure client experience.

Skills

Organizational skills

Critical thinking

Education

Four-year degree or equivalent

Job description

Intrua Financial, LLC, affiliated with Larson Financial Holdings, LLC, seeks an experienced Paraplanner to support financial advisors and clients. The role focuses on meticulous follow-up, planning prep, and attending client meetings to organize client information.

This fast-growing practice offers a guaranteed base salary with upside potential based on performance, plus a comprehensive benefits package and long-term incentives.