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Experienced CRIA Investment Specialist
2 months ago
Are you seeking tailored financial strategies for your clients and looking to move away from generic investment portfolios? Our flexible investment platform is designed to empower you to prioritize your clients' best interests.
By joining Thompson Financial Group, you will benefit from our innovative model of supported independence, which combines essential resources with the freedom to manage your practice according to your vision.
As a partner, you will gain access to some of the most attractive compensation structures in the industry. We cover critical overhead expenses and provide a growth bonus alongside a competitive incentive program that reflects your expertise.
At TFG, we offer a comprehensive benefits package that includes health, dental, and vision insurance, life insurance, disability coverage, and contributions to retirement plans.
Take the initiative to explore the rewarding opportunities that await you by scheduling a confidential discussion with us.
Key Responsibilities
- Engage in networking and prospecting to build a robust client portfolio.
- Conduct client meetings to collect pertinent information and present tailored options.
- Collaborate with specialists within the firm to identify and develop new market opportunities.
- Deliver exceptional customer service to clients.
- Utilize various communication methods to maintain regular contact with clients.
- Ensure compliance by maintaining accurate documentation and records.
- Identify and cultivate 2-3 key markets to establish your specialized niche.
- Demonstrate a proactive approach in reaching out to prospects to enhance production.
Qualifications
- A minimum of 4 years of experience as a financial advisor or planner with CRIA qualifications.
- Possession of FINRA Series 7 and 63/65 or 66 licenses.
- Required Life and Health insurance license.
- Adept at lead generation and enjoys building new relationships.
- Strong listening skills with a focus on addressing each client's unique requirements.
- Open to coaching and committed to ongoing personal and professional development.
- Service-oriented with a desire to positively impact the community.
- Excellent communication skills with a passion for mentoring others.
- Self-motivated and disciplined with effective time management abilities.
- Driven by goals and results.
