Financial Services Professional

1 week ago


Baltimore, Maryland, United States Thompson Financial Group Full time
Job Opportunity

Thompson Financial Group is seeking an experienced financial advisor to join our team. As a financial services professional, you will work closely with clients to understand their financial goals and develop customized plans to achieve them.

Key Responsibilities
  • Conduct thorough financial analyses to identify areas for improvement and develop strategies to optimize clients' financial situations
  • Provide expert advice on investment products, insurance, and other financial services to help clients achieve their goals
  • Build and maintain strong relationships with clients through exceptional customer service and regular communication
  • Stay up-to-date on industry trends and regulatory changes to ensure clients receive the best possible advice
Requirements
  • Proven experience in financial services, with a strong track record of success in financial planning and advice
  • Relevant knowledge of financial products, tax regulations, and industry best practices
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
  • Series 7 and 66 licenses, along with a Life and Health license or willingness to obtain prior to start
About Us

Thompson Financial Group is a respected financial services firm dedicated to helping clients achieve their financial goals. Our team of experienced advisors provides comprehensive financial planning and advice to individuals and businesses. We are committed to delivering exceptional customer service and building long-term relationships with our clients.



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