Description:Larson Financial Group is seeking a Client Service Associate - Financial Services in the St. Louis, MO area to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information.
This is a fast-paced and rapidly growing practice, and it is the Client Service Associate's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice. Requirements: Responsibilities include, but are not limited to: Serve as the primary contact for client service needs, ensuring clear, timely communication.Process new business and manage paperwork for investments, insurance, and alternative assets.Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers.Maintain and track tasks, follow-ups, and planning milestones using Salesforce.Schedule and prepare for client meetings, including calendar management and pre-meeting materials.Gather and organize financial and insurance data to support planning and underwriting.Ensure accurate recordkeeping and support regulatory compliance in all workflows.Provide high-level support to advisors by anticipating needs and keeping client processes on track. Expectations: Previous financial advisory services or similar experience required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them 2+ years of experience with Salesforce Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc. Must be a self-starter and goal-oriented requirements: Skills and Experience: Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Excellent verbal and written communication Service oriented attitude Ability to maintain confidentiality of information Ability to coordinate multiple tasks and priorities in a fast-paced environment High attention to detail Exceptional organization and problem solving Larson Financial Group, LLC offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost) Dental Insurance Vision Insurance ER PD Long Term Disability Insurance ER PD Life Insurance ER PD EAP Voluntary Life & STD available Supplemental Insurance available Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities
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Description:Larson Financial Group is seeking a talented professional to hire for the position of Financial Advisor, in the St. Louis, MO area. This position 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 challenge and opportunity. Demonstrating a passion to delivering 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 position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes.
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 manipulate information into Contact Management System and Financial Planning softwareImplementing client "touches" to create concierge experience resulting in consistent referralsPerforming follow up and process new business; manage existing client relationshipsManaging and resolving client issuesRequirements:Expectations: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 deadlines.Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them.Skills and Experience:2+ years' experience in Financial Planning or AdvisorySeries 7 & 66, or 65 LicensesCFP or CFA is a plusFour-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 that occur on a regular basisExperience with SalesforceProficient data entry skillsFlexible schedule for meetings and client event.Ability 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.Larson Financial Group offers a generous employee benefits & perks package:Profit Sharing Bonus Program401(k) Employer Match up to 4%Medical Insurance (HDHP HSA plans are 100% paid for the employee, more plans available at cost)Dental InsuranceVision InsuranceER PD Long Term Disability InsuranceER PD Life InsuranceER PD EAPVoluntary Short Term & Additional LifeSupplemental InsurancePaid time Off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, Activities
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