At Larson Network Services, LLC, we are seeking an experienced and business-minded General Counsel Corporate Secretary to provide strategic legal guidance, oversee legal risk management, support company secretary duties, and contribute to the organization’s continued growth across its financial services, wealth management, investment, real estate, and related business operations. This role will serve as a trusted advisor to executive leadership and key stakeholders, helping the firm navigate complex legal, regulatory, contractual, corporate governance, employment, entity management, board governance, and operational matters with sound judgment and practical solutions.

The General Counsel will be responsible for leading the company’s legal function, supporting corporate secretary responsibilities, and providing proactive counsel on matters affecting the organization, its affiliated entities, clients, employees, advisors, and business partners. This individual will partner closely with executive leadership and business unit leaders to identify risk, support informed decision-making, maintain strong governance practices, and ensure the company’s legal interests are protected.

Responsibilities

• Serve as the primary legal advisor to executive leadership and senior management on corporate, regulatory, contractual, employment, governance, litigation, and business matters.
• Provide practical, business-focused legal guidance that supports strategic decision-making while appropriately managing risk.
• Draft, review, negotiate, and advise on a wide range of agreements, including vendor contracts, advisor agreements, employment-related agreements, confidentiality agreements, service agreements, real estate documents, letters of intent, acquisition documents, and other business contracts.
• Oversee corporate governance and corporate secretary matters, including entity management, board and committee support, ownership documentation, policies, resolutions, minutes, consents, and related records.
• Coordinate and support committee, ownership, and governance meetings, including preparing agendas, notices, materials, meeting minutes, written consents, resolutions, and follow-up action items.
• Maintain corporate records for the company and affiliated entities, including organizational documents, annual filings, officer and director records, ownership records, governance calendars, and entity compliance requirements.
• Assist with entity formation, qualification, dissolution, registered agent matters, annual reports, state filings, business licenses, and other corporate maintenance obligations.
• Partner with compliance leadership to support regulatory readiness and help ensure alignment with applicable securities, financial services, privacy, data protection, employment, and business regulations.
• Advise on employment law matters, including employee relations, policy development, restrictive covenants, investigations, separation agreements, and workplace compliance.
• Manage outside counsel relationships, including selecting, coordinating, and monitoring external legal resources to ensure cost-effective and timely support.
• Support mergers, acquisitions, business expansion, restructuring, and integration efforts by advising on legal due diligence, transaction documents, risk considerations, entity changes, approvals, and post-closing governance matters.
• Identify, evaluate, and communicate legal risks and recommended mitigation strategies to leadership and key stakeholders.
• Develop, maintain, and enhance legal policies, templates, procedures, contract management processes, governance practices, and corporate recordkeeping systems.
• Advise on privacy, cybersecurity, data governance, intellectual property, marketing, communications, and client-facing materials as needed.
• Handle or oversee dispute resolution, claims, litigation, subpoenas, regulatory inquiries, and other legal proceedings.
• Promote a culture of ethical decision-making, legal compliance, confidentiality, sound governance, and accountability throughout the organization

Ta-Check Financial is seeking an experienced Tax Preparer to join our team from February – August. In this position you'll play a vital role in helping clients navigate their tax obligations with ease and confidence. 

As a Tax Preparer, you'll be part of a dynamic environment, providing expert guidance, ensuring compliance, and maximizing tax benefits. If you're detail-oriented and passionate about delivering exceptional client service, we invite you to apply and become a key contributor to our success.

We are seeking to add multiple Tax Preparers to work from either our Fairview Park or Strongsville, OH office. 

Job Responsibilities

• Prepare and review individual and business tax returns.
• Analyze financial statements and records to determine tax liability.
• Stay updated on tax laws and regulations to ensure compliance.
• Advise clients on tax planning and strategies to minimize tax liabilities.
• Gather and organize client financial information and documents.
• Identify potential tax credits and deductions to increase client savings.
• Respond to client inquiries and provide guidance on tax-related issues.
• Assist with audits, including preparation of audit documents and representation.
• Maintain confidentiality and protect sensitive client information.
• Collaborate with team members to resolve complex tax issues.
• Ensure all tax return submissions are accurate and timely.
• Use tax software to complete and file tax returns efficiently.
• Develop and maintain strong client relationships through effective communication.
• Continuously improve knowledge and skills through training and professional development.

At Larson Financial Group, LLC, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Senior Financial Planner to join our growing team in the Phoenix, AZ area. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships.

About the Role

As a Senior Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment.

Job Responsibilities:

• Prepare for and lead client meetings
• Collect and organize client data to build financial plans
• Construct insurance illustrations and financial scenarios
• Communicate investment recommendations in collaboration with the advisory team
• Track planning process milestones and follow up on action items
• Deliver proactive, high-quality service to retain top clients
• Maintain accurate data in CRM and financial planning software
• Create thoughtful client "touches" to cultivate referrals
• Manage onboarding and ongoing client service processes

Resolve client inquiries and provide trusted support

Intrua Financial, LLC, an affiliate of Larson Financial Holdings, LLC, is looking for an experienced Paraplanner who is seeking a career opportunity. The organization’s mission is to help others FLOURISH in life. The Paraplanner can do just that by assisting the financial advisors and helping Larson clients reach elevated levels of success.

The Paraplanner will have direct contact with clients working to achieve their financial goals by servicing through diligent and detailed follow-up, applying planning techniques within meeting preparations, attending client meetings, and keeping organized accounts of client information.

This is a fast-paced and rapidly growing practice. This will be a great fit for a driven person who desires a guaranteed salary, with large upside income potential, based on the performance of the individual and the practice with growth opportunity.

Responsibilities include:

• Running insurance illustrations
• Constructing financial plans
• Communicating investment advice based on recommendations of team
• Track next steps in the planning process for clients
• Collaborate with the Client Service Manager and operations team to ensure client experience

At Larson Financial Group, LLC, we help individuals and families build lasting financial security through comprehensive wealth management and personalized advice. As one of the nation's leading independent wealth management firms, we are committed to providing exceptional client experiences while fostering an entrepreneurial environment where advisors can build successful, rewarding careers. 

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial goals while driving business growth. This is a production-focused role for a financial professional who enjoys developing new client relationships, expanding existing relationships, and serving as a trusted advisor through comprehensive financial planning. 

About the Role 

As a Financial Planner, you will play a key role in growing Larson Financial Group by developing new business opportunities, strengthening relationships with existing clients, and delivering comprehensive financial planning strategies. You'll be expected to build and manage a book of business through referrals, networking, centers of influence, and firm-provided opportunities while partnering with our internal planning and operations teams to deliver an exceptional client experience. 

This position is ideal for an ambitious advisor who enjoys both the consultative sales process and the technical aspects of financial planning, with compensation tied to production and long-term client success. 

Responsibilities 

• Develop and grow a personal book of business by acquiring new clients and expanding existing client relationships.  
• Conduct prospect and client meetings to identify financial planning opportunities and recommend comprehensive wealth management solutions.  
• Build and maintain trusted relationships that result in long-term client retention and referrals.  
• Generate new assets under management through networking, referrals, professional relationships, and firm marketing initiatives.  
• Prepare and present comprehensive financial plans addressing retirement, investment, tax, estate, insurance, and wealth transfer strategies.  
• Collaborate with investment advisors and internal specialists to deliver customized recommendations and implement client strategies.  
• Identify cross-selling opportunities across the firm's full suite of financial planning and wealth management services.  
• Maintain an active client contact strategy to strengthen relationships and create additional planning opportunities.  
• Manage the client onboarding process and ensure a seamless transition from prospect to long-term client.  
• Maintain accurate client records within CRM and financial planning software while adhering to regulatory and compliance requirements.  
• Stay current on industry trends, investment strategies, and financial planning best practices.  

At Larson Financial Group, LLC, we help individuals and families build lasting financial security through comprehensive wealth management and personalized advice. As one of the nation's leading independent wealth management firms, we are committed to providing exceptional client experiences while fostering an entrepreneurial environment where advisors can build successful, rewarding careers. 

We are seeking a highly motivated Financial Planner who is passionate about helping clients achieve their financial goals while driving business growth. This is a production-focused role for a financial professional who enjoys developing new client relationships, expanding existing relationships, and serving as a trusted advisor through comprehensive financial planning. 

About the Role 

As a Financial Planner, you will play a key role in growing Larson Financial Group by developing new business opportunities, strengthening relationships with existing clients, and delivering comprehensive financial planning strategies. You'll be expected to build and manage a book of business through referrals, networking, centers of influence, and firm-provided opportunities while partnering with our internal planning and operations teams to deliver an exceptional client experience. 

This position is ideal for an ambitious advisor who enjoys both the consultative sales process and the technical aspects of financial planning, with compensation tied to production and long-term client success. 

Responsibilities 

• Develop and grow a personal book of business by acquiring new clients and expanding existing client relationships.  
• Conduct prospect and client meetings to identify financial planning opportunities and recommend comprehensive wealth management solutions.  
• Build and maintain trusted relationships that result in long-term client retention and referrals.  
• Generate new assets under management through networking, referrals, professional relationships, and firm marketing initiatives.  
• Prepare and present comprehensive financial plans addressing retirement, investment, tax, estate, insurance, and wealth transfer strategies.  
• Collaborate with investment advisors and internal specialists to deliver customized recommendations and implement client strategies.  
• Identify cross-selling opportunities across the firm's full suite of financial planning and wealth management services.  
• Maintain an active client contact strategy to strengthen relationships and create additional planning opportunities.  
• Manage the client onboarding process and ensure a seamless transition from prospect to long-term client.  
• Maintain accurate client records within CRM and financial planning software while adhering to regulatory and compliance requirements.  
• Stay current on industry trends, investment strategies, and financial planning best practices.  

At Larson Capital Management, LLC, the Multi-Family Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Senior Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

The Multi-Family Asset Manager is responsible for maximizing the financial performance, operational efficiency, and long-term value of a portfolio of multifamily residential properties. This role oversees property management performance, asset strategy, budgeting, capital improvement initiatives, financial analysis, and investor reporting. The Asset Manager serves as the primary link between ownership, property management teams, and other stakeholders to ensure portfolio objectives are achieved.

Responsibilities:

Asset Performance & Strategy

• Develop and execute asset-level business plans to optimize property value and investment returns.
• Monitor portfolio performance against budgets, forecasts, and investment objectives.
• Identify opportunities to increase revenue, reduce expenses, and improve operational efficiency.
• Evaluate market conditions, competitive properties, and economic trends to inform strategic decisions.
• Recommend hold, refinance, recapitalization, or disposition strategies.

Financial Management

• Review and analyze monthly financial statements, variance reports, and key performance metrics.
• Prepare annual operating budgets and capital expenditure plans.
• Develop and maintain financial models, cash flow projections, and investment analyses.
• Monitor property-level NOI, occupancy, rent growth, collections, and expense performance.
• Work closely with accounting teams to ensure accurate financial reporting.

Property Operations Oversight

• Oversee third-party or internal property management companies.
• Conduct regular operational reviews and property visits.
• Evaluate leasing performance, resident retention, maintenance operations, and service levels.
• Ensure properties comply with ownership standards and business plan objectives.
• Collaborate with regional managers and onsite teams to address operational challenges.

Capital Projects & Value-Add Initiatives

• Identify and manage renovation, repositioning, and capital improvement projects.
• Review project budgets, timelines, and return-on-investment expectations.
• Coordinate with contractors, consultants, and property management teams.
• Monitor project execution and financial performance.

Investor & Ownership Reporting

• Prepare quarterly and annual asset performance reports.
• Present recommendations and performance updates to ownership, investors, and senior leadership.
• Support lender reporting requirements and financing activities.
• Assist with due diligence for acquisitions, refinancing, and dispositions.

Market & Portfolio Analysis

• Analyze market trends, demographic data, and competitive property performance.
• Conduct rent studies and evaluate pricing strategies.
• Assess acquisition opportunities and support underwriting efforts.
• Track portfolio KPIs and benchmark performance against market standards.

At Larson Capital Management LLC we are seek a Director of Business Development — RIA Distribution to join as LCM’s primary external-facing capital formation hire, responsible for building and owning the firm’s RIA distribution channel from the ground up. This is a high-impact, commercially driven role tasked with prospecting, cultivating, and closing relationships with independent registered investment advisors (RIAs) across the country, with the goal of establishing LCM’s private real estate offerings as a core alternative allocation for RIA clients.

The ideal candidate brings an existing network of RIA relationships they can activate quickly, a deep understanding of how independent advisors evaluate and allocate to alternative investments, and a proven track record of raising capital in a competitive external distribution environment. This is not a relationship maintenance role — it is a channel-building mandate that requires genuine hunter instincts, commercial accountability, and the ability to represent LCM’s investment platform credibly to sophisticated allocators.

Responsibilities:

RIA Channel Development

• Prospect, cultivate, and close relationships with independent RIAs, targeting advisors with client bases well-suited to private real estate allocations.
• Build LCM’s RIA distribution channel from the ground up, establishing a pipeline of active relationships and converting them to capital commitments.
• Maintain and grow a geographic territory of RIA relationships, with accountability for AUM raised and pipeline growth metrics.
• Represent LCM at industry conferences, RIA-focused events, and due diligence meetings to build brand awareness and expand the firm’s distribution reach.
• Identify and pursue new RIA partnership opportunities, including platform approvals and due diligence processes with RIA custodians and aggregators.

Product Communication & Education

• Serve as a knowledgeable and credible voice for LCM’s investment platform in external advisor settings, communicating fund strategies, structures, performance drivers, and risk considerations clearly.
• Tailor messaging to the specific needs and investment frameworks of independent RIAs and their end clients.
• Deliver compelling presentations, due diligence materials, and one-on-one conversations that move advisors through the evaluation and commitment process.
• Stay current on private real estate market trends, competitive landscape, and RIA industry dynamics to position LCM effectively against alternatives.

Cross-Functional Collaboration

• Partner with the Director of BD — Advisor Channel, IR, marketing, and investment teams to ensure consistent messaging and coordinated distribution strategy.
• Provide market feedback from RIA conversations to inform product development, fund structuring, and communication priorities.
• Coordinate with the Director of Marketing & Communications on RIA-facing collateral, pitch materials, and digital presence.
• Maintain accurate and organized records of RIA relationships, pipeline activity, meeting notes, and commitments in Salesforce CRM.
• Travel extensively to RIA offices, conferences, and industry events as required by the distribution mandate.

At Larson Capital Management LLC, we are seeking a Director, Alternative Investment Specialist to serve as LCM's embedded product expert and authoritative voice on alternative investment strategies across the firm's internal wealth advisor network. This is a high-visibility, relationship-driven role centered on enabling LCM's advisors to confidently understand, position, and recommend LCM's investment offerings to their clients.

The Director partners directly with advisor teams — sitting in on client meetings, leading educational sessions, and translating complex fund structures and investment strategies into clear, compelling narratives for both advisor and client audiences. While the primary mandate is advisor enablement, success in this role is ultimately measured by capital outcomes: deeper advisor engagement, increased product adoption, and higher allocation volume across LCM's growing suite of alternative investment offerings.

LCM's current product focus is private real estate, with active expansion into hedge funds and near-term plans to grow into private equity and venture capital. The ideal candidate brings deep private real estate expertise as a foundation, with the intellectual range and curiosity to grow alongside LCM's expanding alternatives platform.

Key Responsibilities

Advisor Enablement & Product Expertise

• Serve as LCM's embedded alternative investment subject matter expert within the internal advisor network, attending client-facing meetings as the product specialist and authoritative voice on LCM's strategies.

• Enable advisors to confidently position and recommend LCM's investment offerings by providing deep product knowledge, responsive support, and ongoing education.

• Develop trusted, high-value relationships with advisors across LCM's internal network to increase product engagement, adoption, and allocation volume.

• Identify opportunities to deepen advisor utilization of LCM's full product lineup as new strategies come to market.

• Gather and synthesize advisor feedback to inform product development, messaging strategy, and distribution priorities — serving as a direct line of intelligence between the advisor network and LCM leadership.

Product Education & Communication

• Translate complex alternative investment strategies, fund structures, and performance drivers into advisor-ready messaging and client-friendly narratives across asset classes.

• Develop and deliver educational content including investment strategy overviews, market updates, due diligence summaries, and risk considerations tailored to advisor and client audiences.

• Lead advisor training sessions, webinars, workshops, and in-person presentations on LCM products, fund mechanics, and broader alternative investment concepts.

• Support advisor onboarding to new investment offerings and platforms as LCM's product suite expands.

• Stay current on developments across private real estate, hedge funds, private equity, and venture capital to ensure LCM advisors have timely, accurate market context.

Cross-Functional Collaboration

• Partner closely with LCM's investment, IR, compliance, operations, and marketing teams to ensure consistent, accurate, and compliant messaging across all advisor-facing materials.

• Coordinate advisor communications related to new fund offerings, performance updates, capital events, and strategic initiatives.

• Maintain organized records of advisor interactions, meeting notes, and pipeline activity in Salesforce CRM.

• Represent LCM at advisor meetings and company events; periodic travel required.

At Larson Capital Management, LLC, the Asset Manager role is a vital contributor to the success of our commercial real estate investment holdings, reporting to the Director of Asset Management. This role requires the combination of commercial real estate acumen, astute analytical reasoning, future-focused thinking, well-honed negotiation skills and the ability to build relationships with internal and external peers to accomplish overall financial goals.

Responsibilities:

• Ensure the achievement of the financial return thresholds for each fund and/or individual real estate investment through the strategic direction of revenue, expense and capital expenditures.
• Creating revenue guidance in conjunction with the Director of Asset Management, understanding capital requirements and funding sources, validating credit worthiness of each tenant and escalating items within the appropriate parameters and timeframes.
• Lead on-boarding and transitioning of developments and acquisitions to the asset management platform and manage liquidations and off-boarding process at fund or asset strategy maturity.
• Update and validate financial modeling consistent with our underwriting parameters to ensure investment performance, forecasting and sensitivity analysis.
• Direct collaboration with operational teams (Property Management and Accounting) to ensure the success of each business plan.
• Approval of financial reporting packages for investors and lending partners; ensuring accuracy and validity within time parameters required.
• Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval and submittal.
• Lead and source effective debt placement at maturity or as necessary to improve the financial strength of each fund and/or asset.
• Effectively participate as a team member and contribute to the health of the entire organization and other duties as assigned.