Experienced Financial Advisor

2 weeks ago

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

Are you receiving the necessary support from your current company to deliver the exceptional service your clients deserve in a timely and efficient manner? Do you believe you have the potential to achieve higher production and income targets than you have reached thus far? Our business model has enabled many advisors to experience greater success by providing open architecture for practice design and local leadership that works closely with each advisor to help them achieve their objectives.

At Thompson Financial Group, we place a strong emphasis on addressing the needs of advisors by offering cutting-edge technology, access to in-house experts, and a wide range of products and services that empower advisors to focus on expanding their client base. Our firm is committed to personalized planning that covers risk management, wealth building, and assisting clients in reaching their specific financial goals through effective cash flow strategies.

As a member of our team, you will have access to various benefits such as health insurance, dental and vision coverage, life insurance, disability protection, and contributions to retirement plans. You will have the opportunity to develop and manage your own client portfolio without feeling isolated in the process.

Take the first step by scheduling a confidential meeting to explore the exciting opportunities awaiting you.

Compensation:

$150,000 + at plan commission

Responsibilities:

  • Prospect and network to cultivate a book of business
  • Meet with clients to gather data and information to follow up and provide options that meet their needs
  • Create joint work opportunities with specialists in the firm to grow and develop new markets
  • Provide white glove customer support to clients
  • Use email, social media, and personal contact to communicate clearly and often with clients
  • Maintain documentation and files according to regulatory standards
  • Develop and define 2-3 key markets to build your specialized niche
Qualifications:

  • 2+ years of experience as a financial adviser or associate planner
  • FINRA Series 6 or 7 and 65 minimum, 66 preferred
  • Must have a Life and health license or be willing to take the exam before starting
  • Comfortable generating leads and enjoys meeting new people
  • Good listener who will focus on each client's unique needs
  • Coachable and passionate about continual growth and learning
  • Service-oriented and wants to impact the greater community
  • A charismatic communicator who loves to coach and help others
  • Self-starter with a business owner mindset
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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