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Business Development Consultant

3 weeks ago

Baltimore, Maryland, United States Thompson Financial Group Full time
Company Overview:

Thompson Financial Group is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. We are seeking a highly motivated and experienced financial advisor to join our team as a Financial Planning Consultant.

In this role, you will work closely with clients to understand their financial needs and create personalized plans to help them achieve their goals. You will also be responsible for building and maintaining relationships with new and existing clients, and identifying opportunities to grow our business.

To be successful in this role, you will need to have a strong understanding of financial products and services, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply.

Key Responsibilities:
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives

• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor

• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations

• Customize financial plans for each client based on potential life changes and changing financial needs

Requirements:
• 3+ years of experience in the insurance, financial advisory, or planning field

• Proven track record of generating book of business

• Series 7 and 66 required, along with a Life and Health license or willingness to obtain prior to start

• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential

• Requires a Bachelor's degree in finance, business administration, or related field

• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed

• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required.

At Thompson Financial Group, we offer a competitive salary and benefits package, including health insurance, retirement savings plan, and paid time off. We also provide ongoing training and development opportunities to help you grow and succeed in your career.