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Financial Services Professional

4 months ago

Baltimore, United States WizeHire Full time

Posted

a year

ago Description We are seeking an experienced financial services professional to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Do you want to build a practice that you own and have the independence and freedom to create a work life balance? Apply now Responsibilities Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives Design customized financial plans suitable for each client based on potential life changes and changing financial needs Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given Qualifications

2+ years of experience in the insurance or financial advisory field Proven track record of generating book of business Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital A Bachelor’s degree in business administration, finance, or a related field is required Superior customer service skills, math skills, relationship skills, and communication skills are preferred Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required Compensation

$75,000+ at plan commission About Thompson Financial Group 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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