Intrua Financial, LLC
Financial Planner Job at Intrua Financial, LLC in Houston
Intrua Financial, LLC, Houston, Texas, United States
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 meetingsGathering data from clients for preparation of financial planRunning insurance illustrations, constructing financial plansCommunicating investment advice based on recommendations of teamTracking next steps in the planning process for clientsProviding outstanding service to reproduce top clientsEntering and manipulating information into the CRM and Financial Planning softwareImplementing client touches to create concierge experience resulting in consistent referralsPerforming follow up and processing new business; managing existing client relationshipsManaging and resolving client issuesExpectations:Ability to build rapport via phone, virtual meetings or in person with clientsProfessional, clear, and polite communication preference is requiredAbility to work with the Advisor and other support team members to accomplish a common goalBe able to conform to a changing environment and work at a quick pace, to achieve timely deadlinesServing 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.
Skills and Experience:2+ years' experience in the Financial Planning fieldSeries 7 and 66 licenses (or Series 7 + Series 65 + Series 63) preferredCFP® preferredFour-year degree or equivalent work experienceKnowledge of insurance/financial services industryAbility to maintain confidentiality of informationProficiency with Microsoft Office and OutlookExperience with financial planning software, the ability to learn and adapt to upgrades/changes as they occur on a regular basisExperience with RedTail CRMProficient data entry skillsFlexible schedule for meetings and client eventsAbility 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 is required.Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.Intrua Financial, LLC offers a generous employee benefits & perks package:Profit Sharing Bonus Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA 5000 plan is 100% ER paid – more plans available at shared cost)Dental InsuranceVision InsuranceER PD Long-Term Disability InsuranceER PD Life & AD&D InsuranceER PD EAPVoluntary Life availableSupplemental plans availablePaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, Activities
PIdfee36d4fb52-35216-35705619
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 meetingsGathering data from clients for preparation of financial planRunning insurance illustrations, constructing financial plansCommunicating investment advice based on recommendations of teamTracking next steps in the planning process for clientsProviding outstanding service to reproduce top clientsEntering and manipulating information into the CRM and Financial Planning softwareImplementing client touches to create concierge experience resulting in consistent referralsPerforming follow up and processing new business; managing existing client relationshipsManaging and resolving client issuesExpectations:Ability to build rapport via phone, virtual meetings or in person with clientsProfessional, clear, and polite communication preference is requiredAbility to work with the Advisor and other support team members to accomplish a common goalBe able to conform to a changing environment and work at a quick pace, to achieve timely deadlinesServing 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.
Skills and Experience:2+ years' experience in the Financial Planning fieldSeries 7 and 66 licenses (or Series 7 + Series 65 + Series 63) preferredCFP® preferredFour-year degree or equivalent work experienceKnowledge of insurance/financial services industryAbility to maintain confidentiality of informationProficiency with Microsoft Office and OutlookExperience with financial planning software, the ability to learn and adapt to upgrades/changes as they occur on a regular basisExperience with RedTail CRMProficient data entry skillsFlexible schedule for meetings and client eventsAbility 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 is required.Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required.Intrua Financial, LLC offers a generous employee benefits & perks package:Profit Sharing Bonus Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA 5000 plan is 100% ER paid – more plans available at shared cost)Dental InsuranceVision InsuranceER PD Long-Term Disability InsuranceER PD Life & AD&D InsuranceER PD EAPVoluntary Life availableSupplemental plans availablePaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, Activities
PIdfee36d4fb52-35216-35705619