Senior Financial Advisor

1 day ago


Baltimore, Maryland, United States Thompson Financial Group Full time
Financial Advisor Job Description

Thompson Financial Group is seeking an experienced financial advisor to join our team. As a financial advisor, you will work closely with clients to understand their financial goals and develop personalized plans to achieve them.

Key Responsibilities:
  • Customize financial plans for each client based on their unique needs and goals
  • Research and provide financial advice and strategies tailored to each client's risk tolerance and financial objectives
  • Aid clients in implementing financial recommendations, including savings plans, life insurance, and other financial products
  • Identify and pursue new business opportunities, establishing strong relationships with new clients as their trusted advisor
  • Provide exceptional customer service to existing clients, tracking and monitoring communications in their client file
Requirements:
  • 3+ years of experience in the insurance, financial advisory, or planning field
  • Proven track record of generating a book of business
  • Series 7 and 66 licenses, along with a Life and Health license or willingness to obtain prior to start
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations
  • Superior customer service skills, math skills, relationship skills, and communication skills


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