Financial Planner Job at Larson Studio LLC in Minneapolis

3 days ago Be among the first 25 applicants

Direct message the job poster from Larson Financial

Human Resources | Recruitment & Talent Strategist | Training & Development

Minneapolis, MN

Description

Larson Financial Group, LLC is seeking a talented professional to hire for the position of a Financial Planner at our Minneapolis, MN office. 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 for 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 plans
• Running insurance illustrations, constructing financial plans
• Communicating investment advice based on recommendations of team
• Tracking the 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 processing new business; managing existing client relationships
• Managing and resolving client issues

Required Knowledge:

• 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:

• 2+ years’ experience in the Financial Planning industry
• Series 7 & 66 or 65 Licenses
• 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
• Flexible schedule for meetings and client event
• The 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 are required
• The 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 plans are FREE to employees only, dependent coverage available for cost)
• Vision Insurance
• ER PD Long Term Disability Insurance
• ER PD Life Insurance
• ER PD EAP
• Voluntary Short Term & Additional Life
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at Larson Financial by 2x

Get notified about new Financial Planner jobs in Minneapolis, MN.

Greater Minneapolis-St. Paul Area $90,000.00-$130,000.00 1 week ago

Sr Financial Analyst, Global Supply Chain & Logistics (Central Region Controller)

Minneapolis, MN $100,000.00-$130,000.00 2 weeks ago

Financial Consultant - Hybrid - Minnetonka, MN or Remote

Greater Minneapolis-St. Paul Area 2 weeks ago

St Paul, MN $55,000.00-$72,000.00 1 week ago

Greater Minneapolis-St. Paul Area $105,000.00-$155,000.00 3 days ago

Minneapolis, MN $65,000.00-$115,000.00 2 months ago

St Paul, MN $45,000.00-$55,000.00 3 days ago

Financial Advisor - Minneapolis and West Metro

Edina, MN $70,000.00-$90,000.00 22 hours ago

Eden Prairie, MN $150,000.00-$175,000.00 2 weeks ago

Greater Minneapolis-St. Paul Area $28,000.00-$125,000.00 2 weeks ago

St Paul, MN $45,000.00-$100,000.00 2 weeks ago

High Net-worth Financial / Wealth Advisor (Minneapolis)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.