Experienced Financial Services Professional

2 days ago


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

Thompson Financial Group is a leading financial services firm dedicated to providing comprehensive financial planning solutions to our clients. We are seeking an experienced financial services professional to join our team as a Senior Investment Advisor.

Key Responsibilities
  • Develop and maintain a book of business by prospecting and networking with potential clients
  • Conduct in-depth client meetings to gather data and provide tailored financial solutions
  • Collaborate with internal specialists to identify new market opportunities and grow existing relationships
  • Deliver exceptional client service and support through regular communication and documentation
  • Identify and develop key markets to establish a specialized niche
  • Stay up-to-date with industry developments and best practices to provide expert advice to clients
Requirements
  • 4+ years of experience in financial services, with a focus on CRIA experience
  • FINRA Series 7 and 63/65 or 66 licenses
  • Life and Health insurance license
  • Strong communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Passion for delivering exceptional client service and results-driven approach
About Thompson Financial Group

We are a respected financial advisory firm in the Greater Baltimore area, known for our commitment to integrity, family values, and client satisfaction. Our company culture fosters personal growth and independence for our advisors, while providing powerful support through mentoring, teaming, and technology. We invest in our advisors to help them achieve their professional goals and are actively expanding into select markets to better serve our clients.



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