Experienced Financial Advisor

Posted 3 months ago

Description

Job Title:
Registered Financial Advisor
- Location:

Hunt Valley, MD, US

Seeking a skilled Financial Advisor in Baltimore, MD

If you are a licensed financial advisor who focuses on financial planning with your clients, then we'd love to talk to you about the opportunities at Thompson Financial Group. Our open architecture allows you to focus on the types of clients that you want to work with and the processes that fit your style. We have a strong, local leadership team that partners with our advisors to scale their practices and grow with efficiency.

Our planning-based approach requires all financial professionals to obtain their Life & Health, Series 7, and 65/66. Transition funds are available, depending on your experience and practice size. Extensive benefits package including health, dental, and vision coverage along with high grid payouts and low expenses.

• Prospect and network to continue building a book of business
• Meet with clients to gather data and information to follow up and provide options that meet their needs
• 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

• 3+ years of experience as a financial adviser or planner with CRIA experience
• FINRA Series 7 with a 63/65 or 66 preferred or willingness to obtain
• Must have a Life and Health license or be willing to get one
• 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
• Disciplined with strong time management skills

$120,000+ at plan commission

Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help clients tackle the issues that matter, supporting them through the most important decisions of their lives. As one of the most respected financial advisory firms in Hunt Valley, our reputation thrives on our high level of customer satisfaction. Built upon the foundation of integrity and family, our company culture fosters personal growth and independence for our advisors, while still maintaining powerful support through mentoring, teaming, and technology.

We invest our time and effort into our advisors to help them achieve their professional goals. We have a longstanding history of success in the Greater Baltimore area and are actively expanding into select markets to better serve clients.