Financial Planner
Company: Intrua Financial, LLC
Location: Greenwood
Posted on: January 13, 2026
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Job Description:
Intrua Financial LLC is seeking a proactive and insightful
Financial Planner to join our dynamic team. As an integral part of
our financial planning and advisory department, you will use your
expertise to develop strategic, personalized financial plans for
our clients that align with their long-term financial goals and
risk tolerance. This role demands a deep understanding of market
trends, investment opportunities, and innovative financial products
as you will be instrumental in guiding clients towards sustainable
wealth management and growth. Assess client's financial needs and
develop strategic investment plans in accordance with those needs.
Maintain and strengthen client relationships through ongoing
communication and exceptional service. Analyze financial data
received from clients to develop strategies for meeting clients'
financial goals. Prepare or interpret for clients information such
as investment performance reports, financial document summaries,
and income projections. Recommend strategies clients can use to
achieve their financial goals and objectives, including specific
recommendations in areas such as cash management, insurance
coverage, and investment planning. Regularly monitor clients’
accounts and determine if changes are needed to improve account
performance or to accommodate life changes, such as getting married
or having children. Comply with all industry rules and regulations.
Collaborate with other Intrua team members to ensure a cohesive
approach to achieving clients' financial objectives. Strong
analytical skills and proficiency in financial software. Excellent
communication and interpersonal skills, with the ability to explain
complex financial information clearly. Strong attention to detail
and precision in handling and managing financial data. Effective
time management skills and ability to meet deadlines. Medical
Insurance Dental Insurance Vision Insurance Life Insurance 401k
Certified Financial Planner (CFP) certification highly preferred.
Relevant licenses as required by state and federal regulations.
Keywords: Intrua Financial, LLC, Haltom City , Financial Planner, Accounting, Auditing , Greenwood, Texas
