Larson Financial Group

The Physician's Specialist®

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Paraplanner - Position

Larson Financial Group is a nationwide planning and investment advisory firm that exclusively services the financial needs of physicians and dentists.​ Our comprehensive approach to financial planning offers unique solutions for doctors from residency to retirement.​ Through our collaborative environment, LFG helps individual physicians and their medical practices succeed in the highly competitive and regulated health care field.

We are currently seeking a full time experienced Paraplanner to help manage the financial planning operations of an Advisor's practice.​ This position will have direct contact in working with the clients to achieve their financial goals by servicing through diligent and detailed follow up, applying physician planning techniques within meeting preparations, attending client meetings, and keeping organized accounts of client information.​ This is a fast paced and rapidly growing practice and the position will be one of challenge and opportunity.​ This will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on performance of the individual and the practice.​

Responsibilities include:

  • Running insurance illustrations
  • Constructing financial plans
  • Communicating investment advice based on recommendations of team
  • Track next steps in the planning process for clients
  • Working jointly with client service manager and operations team to ensure concierge client experience

Expectations:

  • Flexible schedule for meetings and client events
  • Ability to work with the Advisor to accomplish a common goal

Qualifications:

  • Required to be Series 6 or 7 and 63 or 66 licensed
  • Four-year degree or equivalent work experience
  • Must have knowledge of insurance/​financial services industry
  • Ability to coordinate multiple tasks and priorities in a fast paced environment
  • Good organizational and problem solving skills

Apply by emailing an attached cover letter and résumé to: Jobs@larsonfinancial.com