Financial Planning Expert
6 days ago
We are seeking a highly skilled and experienced financial services professional to join our team at Thompson Financial Group. As a senior investment advisor, you will play a key role in helping our clients achieve their financial goals and objectives.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
- Provide expert investment advice and guidance to clients, helping them to make informed decisions about their financial futures.
- Build and maintain strong relationships with clients, providing exceptional customer service and support.
- Stay up-to-date with industry trends and developments, ensuring that clients receive the latest and most effective financial solutions.
- Collaborate with other professionals within the firm to deliver a seamless and comprehensive service to clients.
- 4+ years of experience in the financial services industry, with a proven track record of success.
- FINRA Series 7 with a 63/65 or 66 license.
- Life and Health license.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients.
- Strong analytical and problem-solving skills, with the ability to provide expert financial advice and guidance.
- Ability to work independently and as part of a team, with a strong commitment to delivering exceptional customer service.
Thompson Financial Group is a leading financial services firm, dedicated to helping our clients achieve their financial goals and objectives. We pride ourselves on our high level of customer satisfaction, and our commitment to delivering exceptional service and support. If you are a motivated and experienced financial services professional looking for a new challenge, we would love to hear from you.
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