Intrua Financial, LLC , an affiliate of Larson Financial Holdings, LLC, is seeking a talented professional to hire for the position of Financial Planner at the Houston, TX location. This position will run meetings with current clients to service them and will not be required to prospect, cold call, or market. This financial planner position at Intrua Financial, 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 challenges and opportunities. Demonstrating a passion to deliver 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 is an in-office position. 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 manipulating information into the CRM and Financial Planning software Implementing client touches to create concierge experience resulting in consistent referrals Performing follow up and processing new business; managing 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 Financial Planner for every financial need, whether it is finding the right answer or having it ready for them. PIf09e8bc912a1-25448-35705619
