Financial Investment Consultant
2 weeks ago
Are you a licensed financial advisor with a proven history of cultivating client relationships and a deep understanding of investment methodologies and portfolio management? Leverage your skills to guide fellow advisors, participate in collaborative initiatives, and shape the firm's investment strategies.
Compensation Structure:Competitive base salary complemented by commissions from your client portfolio and additional rewards for teamwork and growth in the firm's assets under management (AUM).
Key Responsibilities:- Advocate for investment offerings within the firm to fellow advisors
- Engage with other advisors by delivering training, investment strategy solutions, and collaborative efforts
- Develop and expand your own client base
- Partner with firm leadership to enhance overall wealth management services
- At least 5 years of experience in the financial services sector
- Authorization to work in the United States
- Possession of Series 7 and 66 licenses
- Comprehensive knowledge of investment products and solutions
- Excellent interpersonal, verbal, and written communication abilities
- Commitment to collaboration and on-site work
- Experience in prospecting and lead generation
Thompson Financial Group is a premier financial services organization. Through thorough financial planning, we assist our clients in addressing significant issues, guiding them through critical life decisions. As one of the most esteemed financial advisory firms in the region, our reputation is built on exceptional customer satisfaction. Our company culture, rooted in integrity and family values, promotes personal development and independence for our advisors while providing robust support through mentoring, teamwork, and advanced technology. We dedicate our resources to our advisors to help them reach their professional aspirations. With a rich history of success, we are actively broadening our reach into select markets to better serve our clientele.
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