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Junior Financial Services Professional

2 months ago

Baltimore, United States Thompson Financial Group Full time
Description

Are you seeking to expand your role in financial services or transition from another field? If you desire autonomy to pursue your objectives and reap financial rewards based on your efforts, then a career as a financial advisor may be a fantastic match. Our team of local leaders is committed to guiding and mentoring you in developing and expanding your market through proactive prospecting and strategic partnerships.

Backed by guidance, a dedicated support network, and abundant resources, you will oversee your business without ever feeling isolated. By acquiring insurance and security licensing, you will be equipped with the essential tools to provide comprehensive financial planning advice to your clients. Your success in this role will depend on your ability to confidently engage in prospecting and acquiring clients, along with effective communication skills to aid clients in achieving their financial objectives.

This role is performance-based, where your income directly reflects your diligence and accomplishments. For the ideal candidate, the potential for independence and boundless earnings is unparalleled.

In addition to a competitive commission structure with minimal expenses, our financial advisors receive benefits including:
  • Vision and dental coverage
  • Disability and life insurance
  • Retirement savings plan If you are in pursuit of a position with growth potential and the chance to create a meaningful impact on your local community, a career in financial services could be an ideal fit for you.


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 and will be required after contracting in the first 12 months.