Financial Planner

7 days ago

Baltimore, United States Thompson Financial Group Full time
Job DescriptionJob DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply todayCompensation:

$90,000+ at plan commission

Responsibilities:
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
  • 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
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
Qualifications:
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Requires a Bachelor’s degree in finance, business administration, or related field
  • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred

  • 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.

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