Entry Level Financial Services Professional

1 month ago

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

Are you seeking a career that offers autonomy and flexibility, where your earnings are great and tied to your dedication? Do you boast a professional background in financial services or a sales-oriented field? If so, you might be the perfect fit for an entry-level role at Thompson Financial Group. We provide an extensive training program designed to equip you with the essential skills and knowledge required to cultivate and grow a market through prospecting and strategic collaboration. With guidance, a dedicated support team, and ample resources, you'll manage your business without ever feeling isolated. By obtaining insurance and security licensing, you'll possess the necessary tools to deliver comprehensive financial planning guidance to your clients. Success in this position hinges on your ability to comfortably engage in prospecting and client acquisition, coupled with effective communication skills to assist clients in navigating their financial aspirations. This is a performance-based role where your income is a direct result of your hard work and achievements. For the right candidate, the potential for independence and uncapped earnings is unparalleled.


Alongside a competitive commission structure, our financial advisors enjoy appealing fringe benefits such as:

  • Vision and dental coverage
  • Disability and life insurance
  • Retirement savings plan If you're in search of a role with growth potential and the opportunity to make a meaningful impact on your local community, a career in financial services could be the perfect fit.
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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