Certified Financial Planner
Thompson Financial Group
Baltimore, MD US
Posted ago
Thompson Financial Group

We are seeking an experienced associate financial planner to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!

Responsibilities
  • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
  • Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
Qualifications
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
  • Requires a Bachelor’s degree in finance, business administration, or related field
  • Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred

  • FINRA Series 7 and 66 are preferred; Maryland Life and Health license is required
  • 3+ years of experience in the insurance or financial advisory field

Compensation
$90,000 at plan commission
About Thompson Financial Group

Thompson Financial Group is a financial services firm and a general agency of Massachusetts Mutual Life Insurance Company (MassMutual). Through comprehensive financial planning, we help our 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 our clients.

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