Financial PlannerLarson Wealth Partners, LLC • Indianapolis, Indiana, United States

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Financial Planner

Larson Wealth Partners, LLC

Indianapolis, Indiana, United States

Indianapolis, Indiana, United States

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À propos

Description: Larson Wealth Partners is seeking a talented Financial Planner , in the Indianapolis, IN 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: 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 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 process new business; manage existing client relationships Managing and resolving client issues Requirements: 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 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 field Series 7

Indianapolis, Indiana, United States

Compétences linguistiques

English

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