Financial Planner

Job Description

Larson Financial Group, LLC is looking for a dedicated Financial Planner to join our Fort Wayne, IN team. The ideal candidate will excel at client interactions, financial planning, and maintaining client relationships. In this role, you will lead client meetings, develop financial plans, provide investment advice, and ensure a superior client experience. Collaboration with the Advisory team and the ability to adapt to a fast-paced environment are key to success.

Responsibilities

• Conduct client meetings and gather necessary data for financial plans.
• Deliver insurance illustrations and construct financial plans.
• Provide investment advice based on team recommendations.
• Manage client information and communication in CRM and financial planning software.
• Produce consistent client referrals through exceptional service and follow-up.
• Resolve client issues and process new business efficiently.

Expectations

• Build client rapport effectively through various communication channels.
• Work collaboratively with the team to achieve goals and meet deadlines.
• Adapt to changes and handle tasks promptly and professionally.
• Be the primary contact for designated clients, addressing all financial needs.

Skills and Experience

• 2+ years' experience in Financial Planning.
• Series 7 license required, CFP certification a plus.
• Proficiency in financial services industry and financial planning software.
• Strong data entry and time management skills.
• Excellent written and verbal communication abilities.

Benefits

• Competitive salary and profit-sharing bonus program.
• Generous benefits package including medical, dental, and vision insurance.
• Opportunities for training, education, and career growth.