Financial Planner

Larson Wealth Partners is seeking a talented Financial Planner, in the Indianapolis, IN 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.Learn more about the general tasks related to this opportunity below, as well as required skills.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: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 clients xijylhu Providing 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 issuesPI4f43e394387a-3

Created: 2026-02-19