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Experienced Financial Consultant

2 months ago

Baltimore, Maryland, United States Thompson Financial Group Full time


Thompson Financial Group is in a phase of significant growth, and we are seeking a knowledgeable financial consultant who is dedicated to fostering client relationships and guiding them toward their financial aspirations.

The ideal candidate will possess a strong history of success in advising clients, complemented by exceptional analytical, numerical, and interpersonal skills.



Key Responsibilities

  • Develop tailored financial strategies for clients, considering potential life transitions and evolving financial circumstances.
  • Conduct thorough research to deliver financial insights and strategies that align with clients' risk tolerance and financial goals.
  • Assist clients in executing financial recommendations, including savings plans, insurance products, mutual funds, and various financial instruments.
  • Continuously seek out and engage new prospects, establishing robust relationships as a trusted financial advisor.
  • Provide outstanding service to existing clients, maintaining detailed records of communications, strategies, and financial guidance offered.

Required Qualifications

  • A minimum of 3 years of experience in the financial advisory, insurance, or planning sectors.
  • Demonstrated ability to build a substantial client portfolio.
  • Possession of Series 7 and 66 licenses, along with a Life and Health license or a commitment to obtain these prior to employment.
  • Proven success in roles such as financial planner, personal financial advisor, financial analyst, or financial consultant.
  • Comprehensive understanding of the financial sector, including products, best practices, and tax regulations.
  • Excellent customer service, mathematical, relational, and communication skills are essential.