Job summary
Job post source
This job is directly from Larson Financial
Job overview
The Financial Planner at Larson Financial Group will work directly with clients to help them achieve their financial goals through detailed follow-up and personalized service.
Responsibilities and impact
Daily responsibilities include preparing and conducting client meetings, gathering data for financial plans, providing investment advice, and managing client relationships to ensure outstanding service.
Compensation and benefits
The position offers a comprehensive benefits package including a profit-sharing bonus program, 401(k) match, medical, dental, and vision insurance, paid time off, and training opportunities.
Experience and skills
Candidates should have over 8 years of experience in financial planning, hold Series 7 and 66 licenses, possess a CFP designation, and demonstrate proficiency in financial planning software and Microsoft Office.
Career development
Opportunities for professional growth include the potential for career advancement within the advisory team and ongoing training and education.
Work environment and culture
Larson Financial Group values superior client service and teamwork, fostering a supportive environment that encourages professional development and strong client relationships.
Company information
Larson Financial Group is a well-established firm focused on providing financial planning services, known for its commitment to client satisfaction and comprehensive financial solutions.
Team overview
The candidate will join a collaborative advisory team dedicated to delivering exceptional client experiences, with a focus on teamwork and client engagement.
Job location and travel
This position is located in the Portland, OR area, with potential flexibility for client meetings.
Application process
Interested applicants should submit their resume and cover letter detailing their qualifications and experience, following any specific instructions provided in the job posting.
Unique job features
This role offers a unique opportunity to build strong client relationships and engage in a fast-paced environment that prioritizes client satisfaction.
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
Tailor your resume to highlight your experience in client-facing roles, emphasizing your ability to build rapport and deliver superior service, as these are key components of the Financial Planner position at Larson Financial.
Showcase your proficiency in financial planning software and your experience with Salesforce, as well as your Series 7 & 66 Licenses and CFP certification, which are essential qualifications for this role.
Apply through multiple platforms, including Larson Financial's corporate website and LinkedIn, to maximize your chances of being noticed for the Financial Planner position.
Connect with professionals in the financial planning division at Larson Financial on LinkedIn to ask about the role and share insights; potential ice breakers could include discussing current trends in financial planning or asking for advice on successful client engagement strategies.
Optimize your resume for ATS systems by incorporating specific keywords from the job description, such as 'client meetings,' 'financial plans,' and 'insurance illustrations,' to ensure your application passes initial screenings.
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