Financial Planner

Job Description

Larson Financial Group, LLC is looking to hire a Financial Planner for their Fort Wayne, IN office. This role involves working directly with clients to help them achieve their financial goals through detailed follow-up, meeting preparation, conducting client meetings, and managing client information files. The ideal candidate will excel at handling people and processes, while embracing challenges and opportunities.

Responsibilities

• Preparing and conducting client meetings.
• Gathering data from clients for financial plan preparation.
• Communicating investment advice based on team recommendations.
• Providing outstanding service to top clients.
• Managing client relationships and resolving issues.
• And more...

Expectations

• Building rapport with clients via phone, virtual, or in-person meetings.
• Professional and clear communication.
• Ability to work with a team towards common goals.
• Adapting to changing environments and meeting deadlines.
• Being the primary contact for designated clients.

Skills and Experience

• 2+ years of Financial Planning experience.
• Series 7 license required.
• CFP certification is a plus.
• Proficiency in Microsoft Office, Outlook, and financial planning software.
• Experience with Salesforce and data entry skills.
• Strong interpersonal and communication skills.
• And more...

Benefits

• Profit Sharing Bonus Program.
• 401(k) Employer Match up to 4%.
• Medical, Dental, Vision, and Disability Insurance.
• Paid Time Off, Holiday Pay, Training & Education.
• Award and activity events.