Larson Financial
Intrua Financial, LLC is seeking an experienced Paraplanner to assist financial advisors in helping clients achieve their financial goals through diligent follow-up and detailed planning. The role involves direct client contact, preparing for meetings, and maintaining organized client accounts within a fast-paced, rapidly growing practice. This position offers a guaranteed salary with significant upside income potential based on individual and practice performance.
We are a financial firm providing a network of resources that empower our colleagues and clients to flourish. Larson will get you there.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Larson Financial.
Larson Financial didn’t post a salary, so this is our estimate from similar listings.