Paraplanner

Intrua Financial, LLC•Houston, TX

48d

About The Position

Intrua Financial, LLC, an affiliate of Larson Financial Holdings, LLC, is looking for an experienced Paraplanner who is seeking a career opportunity. The organization’s mission is to help others FLOURISH in life. The Paraplanner can do just that by assisting the financial advisors and helping Larson clients reach elevated levels of success. The Paraplanner will have direct contact with clients working to achieve their financial goals by servicing through diligent and detailed follow-up, applying planning techniques within meeting preparations, attending client meetings, and keeping organized accounts of client information. This is a fast-paced and rapidly growing practice. This will be a great fit for a driven person who desires a guaranteed salary, with large upside income potential, based on the performance of the individual and the practice with growth opportunity.

Requirements

Flexible schedule for meetings and client events
Ability to collaborate with the advisor to accomplish a common goal
Series 6 or 7 and 63 or 66 licenses, required
Four-year degree or equivalent work experience
Must have knowledge of insurance/financial services industry
Ability to coordinate multiple tasks and priorities in a fast-paced environment
Excellent organizational and critical thinking skills

Responsibilities

Running insurance illustrations
Constructing financial plans
Communicating investment advice based on recommendations of team
Track next steps in the planning process for clients
Collaborate with the Client Service Manager and operations team to ensure client experience