Financial Planner

Company: Larson Financial Group, LLC
Location: San Diego
Posted on: February 1, 2025

Job Description:

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 meetingsGathering data from clients for preparation of financial planRunning insurance illustrations, constructing financial plansCommunicating investment advice based on recommendations of teamTracking next steps in the planning process for clientsProviding outstanding service to reproduce top clientsEntering and manipulate information into Contact Management System and Financial Planning softwareImplementing client touches to create concierge experience resulting in consistent referralsPerforming follow up and process new business; manage existing client relationshipsManaging and resolving client issuesExpectations:Ability to build rapport via phone, virtual meetings or in person with clientsProfessional, clear, and polite communication preference is requiredAbility to work with the Advisor and other support team members to accomplish a common goalBe 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 fieldMust have Series 7 & 66 LicensesMust have CFPFour-year degree or equivalent work experienceKnowledge of insurance/financial services industryAbility to maintain confidentiality of informationProficiency with Microsoft Office and OutlookExperience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basisExperience with SalesforceProficient data entry skillsFlexible 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 Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA plans are 100% paid for the employee, more plans available at cost)Dental InsuranceVision InsuranceER PD Long Term Disability InsuranceER PD Life InsuranceER PD EAPVoluntary Short Term & Additional LifeSupplemental InsurancePaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, ActivitiesPIea0bab09e5da-25660-36330390

Keywords: Larson Financial Group, LLC, Chino Hills , Financial Planner, Accounting, Auditing , San Diego, California