Entry Level Financial Services Professional

6 days ago

Baltimore, United States Thompson Financial Group Full time
Job DescriptionJob Description

Are you looking for a career with freedom and independence, where your income is uncapped and based on your effort? Do you have a professional background in financial services or a sales-related industry? If so, you may be a great match for an entry level position at Thompson Financial Group.

We offer a comprehensive training program to introduce you to all the skills and knowledge you need to develop and expand a market through prospecting and strategic teaming. With mentoring, support staff, and abundant resources, you will own your own business without feeling alone. With the combination of insurance and security licensing, you will have the tools to offer thorough financial planning advice to your customers.

To be successful in this role, you will need to be comfortable with prospecting and client acquisition, as well as a good communicator to help your clients navigate their financial goals. This is not a salary job, and your income will depend on your efforts and performance. For the right individual, there is no greater opportunity for freedom and uncapped earnings.

In addition to a competitive commission structure, our financial advisors can make use of attractive fringe benefits like:

  • Vision and dental coverage
  • Disability and life insurance
  • Retirement savings plan

If you're looking for a job with potential for growth and an impact on your local community, a role in financial services could be the ideal choice.

Compensation:

$60,000 at plan commission

Responsibilities:

  • Achieve licensing for LAH, Series 7, and 66
  • Willing to cold call and network to set appointments
  • Identify 2-3 key markets that you have an affinity to help
  • Develop strong fact-gathering skills built on client relationships
  • Become acquainted with the different products and services available
  • Collaborate and work with senior advisors
  • Use needs-based planning to provide solutions for implementation
  • Be coachable and willing to learn
  • Take initiative and possess a strong work ethic
Qualifications:

Your Skillset:

  • You have an outside sales background and experience generating leads
  • You are social and often participate in groups and organizations
  • You have an interest in finance and wealth management
  • You are a disciplined and expert multi-tasker
  • You're willing to go the extra mile for clients and provide quality service
  • You enjoy presentations and are a strong communicator
  • You have strong organizational and time management skills and can self-start
  • Must have a Maryland Life and Health license or be willing to get licensed before contracting
  • Though not required, valid FINRA Series 7 or 6 and 63/65 or 66 licenses are considered a plus
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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