Job summary
Job post source
This job is directly from Larson Financial
Job overview
The Client Service Associate at Larson Financial supports the Advisor's practice by managing client service operations and directly interacting with clients to help achieve their financial goals.
Responsibilities and impact
The role involves performing operational duties, diligent client follow-up, and maintaining organized client information to allow the Advisor to focus on meetings and prospecting.
Compensation and benefits
The position offers a guaranteed salary with significant upside income potential based on individual and practice performance.
Work environment and culture
The job is in a fast-paced, rapidly growing practice environment, suitable for driven individuals.
Company information
Larson Financial Group is a financial services company based in Minneapolis, MN, focused on client financial goal achievement.
Job location and travel
The job is located in Minneapolis, MN.
Company overview
Larson Financial is a wealth management firm that specializes in providing comprehensive financial planning services tailored primarily for physicians and medical professionals. The company generates revenue through personalized financial advisory services, investment management, and insurance solutions, focusing on helping clients build and preserve wealth. Founded with a mission to address the unique financial challenges faced by medical practitioners, Larson Financial has developed a reputation for its expertise in the healthcare sector. The firm emphasizes a client-centric approach, offering customized strategies that align with the specific financial goals and needs of its clientele.
How to land this job
Position your resume to highlight your experience in client service operations and your ability to manage detailed follow-up and organized client records, as these are key to supporting an Advisor's practice at Larson Financial.
Emphasize your skills in multitasking, operational efficiency, and your capacity to work in a fast-paced environment, which align with the demands of this rapidly growing financial services role.
Apply through multiple channels including Larson Financial’s corporate website and LinkedIn to maximize your application visibility and increase your chances of being noticed.
Connect with current employees in the financial services or client service division at Larson Financial on LinkedIn, using ice breakers such as commenting on the company’s growth or asking about the day-to-day challenges in the Client Service Associate role.
Optimize your resume for ATS by including keywords from the job description like 'client service operations,' 'financial services,' 'client follow-up,' and 'organized client information' to ensure your resume passes initial screenings.
Utilize Jennie Johnson's Power Apply feature to automate applying through the best channels, tailor your resume for ATS, and identify LinkedIn connections to network with, allowing you to focus your time on preparing for interviews and improving your skills.
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