Experienced Cria Financial Advisor

5 days ago


Baltimore, Maryland, United States Thompson Financial Group Full time

Unlock Your Potential as a Financial Advisor

At Thompson Financial Group, we're seeking a skilled and experienced financial advisor to join our team. As a financial advisor with our firm, you'll have the opportunity to work with a wide range of clients, providing customized solutions to meet their unique needs.

Key Responsibilities:

  • Prospect and network to cultivate a book of business
  • Meet with clients to gather data and information to follow up and provide options that meet their needs
  • Create joint work opportunities with specialists in the firm to grow and develop new markets
  • Provide white glove customer support to clients
  • Use email, social media, and personal contact to communicate clearly and often with clients
  • Maintain documentation and files according to regulatory standards
  • Develop and define 2-3 key markets to build your specialized niche
  • Willingness to call prospects to set appointments and increase production

Requirements:

  • 4+ years of experience as a financial adviser or planner with CRIA experience
  • FINRA Series 7 with a 63/65 or 66
  • Must have a Life and Health license
  • Comfortable generating leads and enjoys meeting new people
  • Good listener who will focus on each client's unique needs
  • Coachable and passionate about continual growth and learning
  • Service-oriented and wants to impact the greater community
  • A charismatic communicator who loves to coach and help others
  • Self-starter
  • Disciplined with strong time management skills
  • Goal driven

About Thompson Financial Group:

We're a dynamic and innovative financial services firm dedicated to providing our clients with the best possible solutions. Our open architecture investment platform allows you to customize your approach and provide tailored advice to your clients. Join us and take the first step towards a rewarding career in financial services.



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