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Investment Portfolio Manager

2 months ago

Baltimore, Maryland, United States Thompson Financial Group Full time

Thompson Financial Group is seeking a seasoned financial advisor to join our team as an Investment Specialist. As a key member of our wealth management team, you will be responsible for mentoring fellow advisors, collaborating on investment strategies, and influencing the firm's investment decisions. The compensation package includes a competitive base salary, commissions from your own client portfolio, and additional incentives from teamwork efforts and growth in the firm's total assets under management (AUM).

**Responsibilities:**

• Promote investment products within our firm to advisors

• Collaborate with other advisors to provide training, investment solution strategies, and joint work

• Nurture and build your own book of business

• Work with firm leadership to grow overall wealth management

**Qualifications:**

• A minimum of 5 years prior experience in financial services

• US Work Authorization

• Series 7 and 66 required

• Knowledge of investment products and solutions

• Strong interpersonal, oral, and written communication skills

• Willingness to collaborate and work on-site

• Prospecting and lead generation background