Experienced Financial Advisor for CRIA Clients

4 hours ago


Baltimore, Maryland, United States Thompson Financial Group Full time
Unlock Your Business Potential

Are you a seasoned financial professional looking to take your career to the next level? Thompson Financial Group is seeking a skilled CRIA Financial Advisor to join our team in Baltimore, MD.

About the Role

We're looking for a charismatic communicator who can build strong relationships with clients and help them achieve their financial goals. As a CRIA Financial Advisor, you'll have the opportunity to work with a unique approach, providing customized solutions for clients and helping them grow their production.

Key Responsibilities
  • Prospect and network to cultivate a book of business
  • Meet with clients to gather data and information to follow up and provide options that meet their needs
  • Create joint work opportunities with specialists in the firm to grow and develop new markets
  • Provide white glove customer support to clients
  • Use email, social media, and personal contact to communicate clearly and often with clients
  • Maintain documentation and files according to regulatory standards
  • Develop and define 2-3 key markets to build your specialized niche
  • Willingness to call prospects to set appointments and increase production
Qualifications
  • 4+ years of experience as a financial adviser or planner with CRIA experience
  • FINRA Series 7 with a 63/65 or 66
  • Must have a Life and Health license
  • Comfortable generating leads and enjoys meeting new people
  • Good listener who will focus on each client's unique needs
  • Coachable and passionate about continual growth and learning
  • Service-oriented and wants to impact the greater community
  • A charismatic communicator who loves to coach and help others
  • Self-starter
  • Disciplined with strong time management skills
  • Goal driven

We offer a competitive compensation package, including health, dental, vision coverage, and more. If you're a motivated and results-driven professional looking for a new challenge, we encourage you to apply.



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