Experienced Cria Financial Advisor

3 weeks 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.



  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Unlock Your Business PotentialAre you a seasoned financial professional looking to take your career to the next level? Thompson Financial Group is seeking a skilled CRIA Financial Advisor to join our team in Baltimore, MD.About the RoleWe're looking for a charismatic communicator who can build strong relationships with clients and help them achieve their...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Unlock Your Potential as a CRIA Financial AdvisorAre you a seasoned financial professional looking to take your career to the next level? We're seeking a motivated and experienced CRIA Financial Advisor to join our team at Thompson Financial Group in Baltimore, MD, US.About the RoleThis is an exciting opportunity to work with a dynamic team and contribute to...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Job Title: Senior CRIA Financial AdvisorJob Summary:We are seeking a seasoned CRIA Financial Advisor to join our team at Thompson Financial Group. As a Senior CRIA Financial Advisor, you will be responsible for providing comprehensive financial planning and advisory services to our clients.Key Responsibilities:• Prospect and network to cultivate a book of...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Financial Advisor Job DescriptionThompson Financial Group is seeking an experienced financial advisor to join our team. As a financial advisor, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.Key Responsibilities:Customize financial plans for each client based on their unique needs and...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    We are seeking a highly skilled Senior Financial Advisor to join our team at Thompson Financial Group. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their long-term financial goals.Responsibilities:Develop and implement customized financial plans for clients based on their...


  • Baltimore, Maryland, United States Kestra Financial Independent Advisor Full time

    About UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in Maryland, known for delivering personalized financial strategies to individuals and businesses.We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success. Our firm is committed to...


  • Baltimore, Maryland, United States Kestra Financial Independent Advisor Full time

    About UsMelnick Rosenbaum Wealth Management is a leading independent advisory firm based in the United States, known for delivering personalized financial strategies to individuals and businesses. We prioritize a collaborative, client-centric approach, fostering a supportive environment where innovation and excellence drive our success.Role OverviewWe are...

  • Financial Advisor

    4 weeks ago


    Baltimore, Maryland, United States Thrivent Full time

    Job OverviewThrivent is seeking a motivated and compassionate Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to make a meaningful impact in the lives of our clients by providing holistic, purpose-based financial advice. You will work closely with clients to understand their financial goals and develop personalized...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Job OverviewThompson Financial Group is seeking a skilled Wealth Manager to join our financial planning team in Baltimore. As a key member of our team, you will be responsible for overseeing client funds, handling investment and insurance transactions, and managing client requests.Key ResponsibilitiesProcess applications for IRAs, brokerage accounts, and...


  • Baltimore, Maryland, United States Buttonwood Financial Advisors Full time

    Job OverviewAs a Senior Financial Planner at Buttonwood Financial Advisors, you will play a key role in helping clients achieve their financial goals. Your expertise will be sought after to provide personalized financial planning and investment advice to individuals and families.Key Responsibilities:Client Service Develop and maintain strong relationships...


  • Baltimore, Maryland, United States Bank of America Full time

    Job Summary:As a Financial Solutions Advisor at Bank of America, you will play a critical role in helping clients achieve their financial goals. You will work closely with clients to understand their financial needs and develop personalized plans to help them achieve their objectives. This includes providing advice on investment strategies, managing risk,...


  • Baltimore, Maryland, United States Farther LLC Full time

    Unlock Your Potential as a Senior Financial AdvisorFarther, a rapidly growing RIA, is seeking a seasoned financial advisor to join its collaborative team. As a Senior Financial Advisor at Farther, you will have the autonomy to build a client-first business with cutting-edge tools. Your primary responsibility will be to identify prospect needs, communicate...


  • Baltimore, Maryland, United States Farther LLC Full time

    Senior Financial Advisor OpportunityFarther LLC is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.As a Senior Financial Advisor, you will be an entrepreneur under the Farther umbrella, building a client-first business with modern tools to support you.You will...


  • Baltimore, Maryland, United States Buttonwood Financial Advisors Full time

    Benefits: A competitive monthly stipend for medical, dental, and vision premiums, as well as short-term and long-term disability insurance coverage. You'll also enjoy a 401(k) plan with an automatic 5% employer contribution, employer-paid professional development and CE, paid time off for both vacation and personal needs, and paid New York Stock Exchange...

  • Financial Planner

    4 weeks ago


    Baltimore, Maryland, United States Lenox Advisors Full time

    About Lenox AdvisorsLenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families.We are professional fiduciaries with an entrepreneurial spirit, keeping our clients at the center of everything we do while maintaining a collegial and collaborative environment in which everyone can...


  • Baltimore, Maryland, United States Prudential Financial Full time

    Prudential Financial Career OpportunityWe are seeking an experienced financial professional to join our team in the Baltimore area. As a Prudential Financial Representative, you will have the opportunity to work with an existing client base, build a strong client network, and create client solutions without proprietary product sales requirements.Key...


  • Baltimore, Maryland, United States Prudential Financial Full time

    Unlock Your Career PotentialAre you an experienced financial professional looking to grow your career and business? Prudential Financial is seeking a qualified candidate to work with existing clients and build a strong client base through exceptional referral programs.This exciting opportunity offers:The ability to work with an established client baseThe...


  • Baltimore, Maryland, United States Gordon Feinblatt Full time

    Controller - Experienced Financial LeaderGordon Feinblatt, a dynamic and forward-thinking law firm, is seeking an experienced and skilled Controller to join their Accounting Team. This is an exceptional opportunity for a seasoned financial leader to take on a challenging role and contribute to the firm's continued success.About Gordon FeinblattWe pride...


  • Baltimore, Maryland, United States Atlantic, Hall, and Russel Full time

    Job Title: Automotive Service Advisor/WriterWe are seeking an experienced Automotive Service Advisor/Writer to join our team at Heritage dealerships in Baltimore. As a key member of our service department, you will be responsible for providing exceptional customer service, scheduling and managing service appointments, and addressing customer...


  • Baltimore, Maryland, United States Thompson Financial Group Full time

    Job DescriptionAs a Disability Insurance Sales Specialist at Thompson Financial Group, you will play a crucial role in helping our clients achieve their financial goals. We are seeking a highly motivated and experienced professional to join our team and contribute to our mission of providing comprehensive financial planning and risk management solutions.Key...