Intrua Financial, LLC

Description: Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner , in the Houston, TX 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 meetings Gathering data from clients for preparation of financial plan Running insurance illustrations, constructing financial plans Communicating investment advice based on recommendations of team Tracking next steps in the planning process for clients Providing outstanding service to reproduce top clients Entering and manipulate information into Contact Management System and Financial Planning software Implementing client touches to create concierge experience resulting in consistent referrals Performing follow up and process new business; manage existing client relationships Managing and resolving client issues Requirements: Expectations: Ability to build rapport via phone, virtual meetings or in person with clients Professional, clear, and polite communication preference is 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. 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 the Financial Planning field Series 7 & 66, or 65 Licenses CFP a plus Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Ability to maintain confidentiality of information Proficiency with Microsoft Office and Outlook Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis Experience with Salesforce Proficient data entry skills Flexible 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 Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans FREE for employee only) Dental, Vision, Life/Disability Insurance & Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PIef-7475

Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position in the Houston, TX area. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio rebalancing, tax loss harvesting, cash investment/generation Skills & Behaviors: Ability to work with a team to accomplish a common goal Strong analytical skills with high attention to detail Willingness to learn and stay up to date with financial markets Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines Ability to maintain confidentiality of information Support other team members with their objectives and duties if needed Must have outstanding customer service skills Requirements: Required Qualifications: Understanding of basic investments Bachelors degree required, preferably in Finance, Business, Economics, or related field Ability to obtain Series 7 within 6 months of hire Proficient in Microsoft Excel, Word, Outlook, PowerPoint Excellent written and verbal communication skills Ability to work independently and exercise discretion without immediate supervision Preferred Qualifications: Experience with custodians such as TD Ameritrade, Fidelity, or Schwab 2+ years of relevant Finance/Investment experience Series 7 and 66 license preferred. Any experience working with Orion/Eclipse trading software Larson 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% paid for the employee ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities PIcf4a2-0050

Description: Portfolio Administrator Job Summary: Larson Financial Holdings, LLC is seeking qualified applicants for the Portfolio Administrator position in the Houston, TX area. This person will be a member of the Investments team and be responsible for a wide range of duties related to the administration of client portfolio accounts. Th portfolio administrator will support clients through trading and proactively monitoring portfolios. This position will also respond to service requests from the advisory teams. Duties & Tasks: Execute trading mutual funds & ETFs for client portfolios Respond in a timely manner to service requests on the Investment Analysis team queue Participate in portfolio construction, rebalancing, and management Provide timely monitoring on client portfolios to ensure they remain on target Assist the Director of Investments in department projects Ad hoc portfolio comparisons & in-depth analysis Provide data entry in Orion, Salesforce, Eclipse, YCharts, and Morningstar Become knowledgeable in different investment products including, but not limited to 529s and Annuities Portfolio rebalancing, tax loss harvesting, cash investment/generation Skills & Behaviors: Ability to work with a team to accomplish a common goal Strong analytical skills with high attention to detail Willingness to learn and stay up to date with financial markets Strong organizational, time management and prioritization skills to effectively handle multiple demands while meeting deadlines Ability to maintain confidentiality of information Support other team members with their objectives and duties if needed Must have outstanding customer service skills Requirements: Required Qualifications: Understanding of basic investments Bachelor's degree required, preferably in Finance, Business, Economics, or related field Ability to obtain Series 7 within 6 months of hire Proficient in Microsoft Excel, Word, Outlook, PowerPoint Excellent written and verbal communication skills Ability to work independently and exercise discretion without immediate supervision Preferred Qualifications: Experience with custodians such as TD Ameritrade, Fidelity, or Schwab 2+ years of relevant Finance/Investment experience Series 7 and 66 license preferred. Any experience working with Orion/Eclipse trading software Larson 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% paid for the employee ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Paid time Off (128 hours after 90 days) Holiday Pay (10 Holidays) Training & Education ER Events, Awards, Activities PId56-0050

Description: Larson Financial Group is seeking a Director of Investments to oversee and drive the operational and strategic functions of our rapidly growing RIA platform. This individual will be responsible for managing trading, billing/audit operations, investment research, and advisor-facing initiatives. The right candidate will pair proven leadership experience with a forward-thinking approach to scaling investment programs, ensuring best practices, and delivering high-quality outcomes for clients and advisors. This is a senior leadership role for a dynamic, results-driven professional who can both vision-cast and execute. Oversight & Leadership Direct oversight of all trading functions and investment operations . Build, guide, and manage the investment research team . Lead the billing and audit functions , ensuring accuracy, compliance, and efficiency. Ensure operational best practices across all affiliated RIAs. Investment Management Supervise and optimize the options overlay program . Supervise the equity SMA program Oversee asset allocation strategies across client portfolios. Provide strategic input on portfolio construction, risk management, and performance monitoring. Manage held-away assets integration and oversight. Communication & Representation Serve as a trusted resource for advisors and clients , capable of explaining complex strategies in a clear and approachable way. Produce and contribute to market commentary , providing thought leadership on market trends and firm positioning. Collaborate with marketing to produce investment-related materials for client and advisor use. Team & Platform Development Manage, mentor, and grow the trading and research teams . Partner with leadership to expand and refine unique, proprietary investment programs. Drive innovation in internal systems, reporting, and investment solutions. Requirements: Previous leadership experience managing an investment platform at a mid-sized RIA . Direct experience working with independent advisors . Strong track record managing asset allocation strategies and investment operations. Proven people management experience with ability to build and inspire teams. Hands-on experience with: Orion, Black Diamond, or similar portfolio management systems Schwab or similar custodial platforms Microsoft Excel (advanced proficiency) Familiarity with Bloomberg or FactSet (not required but highly advantageous). Demonstrated ability to balance strategic vision with operational execution . Ideal Candidate Profile An entrepreneurial, growth-minded leader with strong drive and initiative. Comfortable navigating complexity while keeping execution crisp and disciplined. Adept at both high-level strategy and hands-on problem-solving. Exceptional communicator with the ability to instill confidence in advisors, clients, and internal teams. Brings a proven history of scaling investment programs and building operational excellence. Why Join Us? This is an opportunity to step into a leadership role at a fast-growing RIA platform where your expertise and vision will directly shape the firm's trajectory. You'll have the resources of an established organization, combined with the agility to innovate and build forward-looking investment solutions. Larson 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% paid for the employee) ER PD Telehealth Dental Insurance Vision Insurance ER PD Life, Disability & EAP Insurance Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PIb04be7c12a13-0085

Description: Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner , in the Houston, TX 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 meetings Gathering data from clients for preparation of financial plan Running insurance illustrations, constructing financial plans Communicating investment advice based on recommendations of team Tracking next steps in the planning process for clients Providing outstanding service to reproduce top clients Entering and manipulate information into Contact Management System and Financial Planning software Implementing client "touches" to create concierge experience resulting in consistent referrals Performing follow up and process new business; manage existing client relationships Managing and resolving client issues Requirements: Expectations: Ability to build rapport via phone, virtual meetings or in person with clients Professional, clear, and polite communication preference is 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. 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 the Financial Planning field Series 7 & 66, or 65 Licenses CFP a plus Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Ability to maintain confidentiality of information Proficiency with Microsoft Office and Outlook Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis Experience with Salesforce Proficient data entry skills Flexible 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 Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans FREE for employee only) Dental, Vision, Life/Disability Insurance & Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PI5236c91f6d9c-7475