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Financial Planner at Larson Network Services, LLC

Location
Houston, Texas
Type
Full-time
Level
senior
Posted

Description

Larson Financial Group, LLC is seeking a production-focused Financial Planner to grow its book of business, develop new client relationships, and deliver comprehensive wealth-management and financial-planning advice. The role involves prospect and client meetings, retirement, investment, tax, estate, insurance, and wealth-transfer planning, onboarding, CRM and compliance recordkeeping, and cross-selling. Candidates need at least five years of relevant experience, Series 7 and Series 66 licenses, a bachelor's degree or equivalent professional experience, and experience with CRM or financial-planning software. Compensation includes a competitive base salary, annual performance bonus, long-term incentives, and health, dental, vision, 401(k), and other benefits.

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