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Investment Specialist

4 months ago

Baltimore, United States Thompson Financial Group Full time

Are you a licensed financial advisor who has built a book of business and developed strong knowledge of investments and portfolio management? Use your expertise to coach other advisors, provide joint work collaboration, and impact the firm's overall investment decisions. Compensation includes a base salary coupled with your personal production and additional earnings from joint work and growth in overall firm AUM production. Responsibilities: • Promote investment products within our firm internally to advisors • Collaborate with other advisors by providing training, investment solution strategies, and joint work • Nurture and build your own book of business Qualifications: • A minimum of 5 years prior experience in financial services • US Work Authorization • Series 7 and 66 required • Knowledge of investment products and solutions • Strong interpersonal, oral, and written communication skills • Willingness to collaborate and work on-site • Prospecting and lead generation background Compensation: $120,000 at plan commission with salary commensurate to experience

• Promote investment products within our firm internally to advisors • Collaborate with other advisors by providing training, investment solution strategies, and joint work • Nurture and build your own book of business • Working with firm leadership to grow overall wealth management