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513-624-2800
office@larmannfinancial.com

LEAD ADVISOR

 

LEAD ADVISOR

 

Larmann Financial is an independent financial services company focused on growing our retirement plan and private wealth management business.  Our president, Matt Larmann, has been a Five-Star Wealth Manager every year since 2012 and is a 2016 winner of the John F. Barrett ENTREPRENEUR VISION Award.  We are currently seeking to grow our company with a Lead Advisor, who will be committed to our corporate culture of caring for our clients through Creativity, Attention, Responsibility and Engagement. 

 

Job Purpose

The Lead Advisor is responsible for developing new business, managing relationships, providing personalized financial planning and investment advice, and servicing clients.  In addition, the Lead Advisor consults on strategic leadership, planning, and broad executive management decisions to achieve the firm’s strategic objectives.

 

Essential Duties and Responsibilities

  • Develop new relationships and sales opportunities
  • Promote and cultivate firm reputation among referral sources and the community
  • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and conduct client reviews
  • Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
  • Serve on the firm’s investment committee; conduct due diligence reviews of investment managers used by the firm
  • Supervise the work of other Associate Advisors and admin support
  • Participate in critical management and service decisions, including vendor evaluation, process design, and other tasks as requested

 

Qualified candidate requirements include:

  • Bachelor’s degree in a finance, accounting or related field
  • The ideal candidate will have 5+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, exchange-traded funds, annuities, insurance and managed accounts.
  • Excellent communication skills, both verbally and in writing, ability to clearly articulate potentially complex processes and/or concepts to clients
  • Strong time management and organizational skills; ability to work independently and effectively manage multiple and competing priorities on a daily basis
  • Ability to build relationships with clients and internal partners
  • Proficient in Microsoft Word, Excel and PowerPoint
  • Series 7 and 65/66 preferred (or ability to obtain)

The position is full-time, Monday-Friday from 8:30 - 5:00 p.m.  Competitive compensation and benefits including 401(k), medical, STD, LTD, life, dental and vision options.  To apply, please email your cover letter and resume to office@larmannfinancial.com.  To visit our website, go to http://www.larmannfinancial.com.


Last reviewed 6/1/2022

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