Financial Planner

Job Description

We are looking for a skilled Financial Planner to join Larson Financial Group, LLC at our Fort Wayne, IN location. As a Financial Planner, you will work directly with clients, helping them achieve their financial goals by offering exceptional service, detailed follow-up, and effective financial planning strategies.

Responsibilities

• Conduct client meetings and gather necessary information for financial plans.
• Create financial plans and provide investment advice based on team recommendations.
• Manage client relationships, handle client issues, and ensure outstanding service delivery.
• Utilize financial planning software and CRM to maintain client information and communication.
• Build strong client relationships and act as the primary contact for designated clients.

Expectations

• Demonstrate excellent communication skills and rapport-building abilities with clients.
• Collaborate with team members to achieve common goals and meet deadlines.
• Adapt to changes in a fast-paced environment and provide timely assistance to clients.
• Ensure confidentiality of client information and adhere to industry regulations.

Skills and Experience

• 2+ years of experience in Financial Planning.
• Series 7 license required, CFP certification is a plus.
• Proficiency with financial planning software, Microsoft Office, and Salesforce.
• Strong data entry skills and ability to manage time efficiently.
• Demonstrated written and oral communication skills with attention to detail.

Benefits

• Profit Sharing Bonus Program.
• 401(k) Employer Match up to 4%.
• Comprehensive Medical, Dental, Vision, and Life Insurance.
• Employee Assistance Program, Paid Time Off, and Holidays.
• Training and Development opportunities.