Financial Planner
Company: Larson Financial Group, LLC
Location: Kansas City
Posted on: October 10, 2024
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Job Description:
Larson Financial Group is seeking a talented professional to
hire for the position of Financial Planner , in the Kansas City, MO
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: 8
years' experience in the Financial Planning field Must have Series
7 & 66 Licenses Must have CFP 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 5000 plan is 100% paid for the employee, more plans
available at cost) Dental Insurance Vision Insurance ER PD Long
Term Disability Insurance ER PD Life Insurance ER PD EAP Voluntary
Short Term and Additional Life Supplemental Insurance Paid time Off
(112 hours after 90 days) Holiday Pay (12 Holidays) Training &
Education ER Events, Awards, Activities
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Keywords: Larson Financial Group, LLC, Independence , Financial Planner, Accounting, Auditing , Kansas City, Missouri
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