Licensed Financial Advisor

1 month ago


Baltimore, United States Thompson Financial Group Full time

Are you feeling captive with your current situation? Are you looking to build a book of business that you own where you can choose which clients and markets to work with and the processes that will best fit your needs? Do you believe you could be doing more if you had a more supportive infrastructure and choices around you? If this sounds like you, apply for our licensed financial advisor role at Thompson Financial Group. We not only help you build a book of business, but we have mentors who coach you on the most efficient way to scale. We provide an open architecture for practice design and local leadership that collaborates closely with each advisor to help them achieve their goals. Our firm prioritizes advisors' needs by offering cutting-edge technology, access to in-house experts, and a wide range of products and services. We are dedicated to personalized planning that encompasses risk management, wealth building, and tailored financial strategies to help clients achieve their specific goals. We will help you identify a strong market that can generate predictable and long-term income growth potential. As part of TFG, you'll enjoy benefits such as health, dental, and vision coverage, life insurance, disability protection, and contributions to retirement plans. You'll have the opportunity to build and manage your client portfolio while being supported throughout the process. Take the first step towards exploring the exciting opportunities awaiting you by scheduling a confidential meeting with us. 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 • Willingness to call prospects to set appointments and increase production Qualifications: • 2+ years of experience as a financial adviser or associate planner • FINRA Series 6 or 7 minimum with a 65 or 66 preferred • Must have a Life and Health license • 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 • Disciplined with strong time management skills • Goal driven Compensation: $150,000+ at plan commission

• 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 • Willingness to call prospects to set appointments and increase production

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