Location
Baltimore, MD | United States
Job description
Could you do more in your career? Do you feel like your leadership isn't helping to remove obstacles that slow your growth? If so, you should apply to Thompson Financial Group and explore the ways we support our financial planners in building their practice and growing their production and income.
Our firm is rapidly expanding and we are looking for an experienced financial advisor with a Series 7/66 to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb communication skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities:
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Design customized financial plans suitable for each client based on potential life changes and changing financial needs
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
Qualifications:
- Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- Bachelor’s degree in business administration, finance, or related field is required
- Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
- Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
- 3+ years of experience in the insurance, financial advisory or planning field
- Proven track record of generating book of business
- Series 7 and 66 required, along with a Life and Health license or willingness to obtain prior to start
About Company:
Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help our clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology. We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve our clients.
Job tags
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