Financial Planner

Larson Financial Group
US - California - Poway
July 8, 2024

Larson Financial Group is seeking a talented professional to hire for the position of Financial Planner, in the San Diego, CA area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position.

In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.

Responsibilities include, but are not limited to:

Preparing and conducting client meetings
Gathering data from clients for preparation of financial plan
Running insurance illustrations, constructing financial plans
Communicating investment advice based on recommendations of team
Tracking next steps in the planning process for clients
Providing outstanding service to reproduce top clients
Entering and manipulate information into Contact Management System and Financial Planning software
Implementing client touches to create concierge experience resulting in consistent referrals
Performing follow up and process new business; manage existing client relationships
Managing and resolving client issues

Expectations:

Ability to build rapport via phone, virtual meetings or in person with clients
Professional, clear, and polite communication preference is required
Ability to work with the Advisor and other support team members to accomplish a common goal
Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines.
Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.

Skills and Experience:

2+ years' experience in the Financial Planning field
Must have Series 7 & 66 Licenses
CFP a plus
Four-year degree or equivalent work experience
Knowledge of insurance/financial services industry
Ability to maintain confidentiality of information
Proficiency with Microsoft Office and Outlook
Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis
Experience with Salesforce
Proficient data entry skills
Flexible schedule for meetings and client event.
Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required.
Ability to manage time in an efficient, self-directed manner is required.
Ability to be proactive and professionally assertive is required.
Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required.
Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required.
Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.

Larson Financial Group offers a generous employee benefits & perks package:

Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% paid for the employee)
Dental Insurance
Vision Insurance
ER PD Disability Insurance
ER PD Life Insurance
ER PD EAP
Paid time Off (128 hours after 90 days)
Holiday Pay (10 Holidays)
Training & Education
ER Events, Awards, Activities

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Read the full job description and apply online on the recuiter's web-site

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