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Financial Planning Specialist

2 months ago

Baltimore, Maryland, United States Thompson Financial Group Full time

As a key member of the Thompson Financial Group team, you will play a vital role in overseeing client funds, handling investment and insurance transactions, and managing client requests. This role requires a strong command of technology, excellent organizational skills, and the ability to work under pressure to meet deadlines.

Responsibilities:

  • Process applications for IRAs, brokerage accounts, and insurance.
  • Create client profiles in CRM software.
  • Manage CRM to ensure efficient client service.
  • Disperse client checks and assist with rollover calls.
  • Gather client data in advance for financial planning meetings.

Qualifications:

  • Strong command of technology, including Microsoft Office products.
  • Excellent organizational skills with high attention to detail.
  • Self-starter with the initiative to create efficiency and production.
  • Ability to work under pressure and meet deadlines.
  • Strong verbal and written communication skills.

Compensation: $52,000 yearly + bonus.