Experienced Financial Services Professional
4 weeks ago
Job 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 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
• Charismatic communicator who loves to coach and help others
• Self-starter
• Disciplined with strong time management skills
• Goal driven
About Us:
Thompson Financial Group is a financial services firm that helps our clients tackle the issues that matter. We are built upon the foundation of integrity and family, and our company culture fosters personal growth and independence for our advisors. We invest our time and effort into our advisors to help them achieve their professional goals.
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