Financial Planning Director
Thompson Financial Group
Baltimore, MD US
Posted ago
Thompson Financial Group

Are you a successful Certified Financial Planner who desires more growth and upward mobility in your position? Would you like to continue advising clients while also coaching other planners to grow their careers? If so, we're actively growing our financial planning services and looking for a talented advisor who is ready for a leadership role as the Financial Planning Director. You will have the opportunity for joint work and will be responsible for training and coaching other financial planners to grow their businesses. Leading by example, you will continue to cultivate your planning practice and develop your book of business. With robust products, strong, local leadership, and purposeful teaming, Thompson Financial Group offers our advisors all the support they need to grow their practice and have a management role in the firm.

Compensation: $120,000+, income higher or lower based on performance. This is performance-driven, tied to only the time and effort invested, with a base salary commensurate to experience. Plus potential for multiple streams of income. You'll also have access to a competitive benefits package, including medical, dental, and vision, life and disability insurance, and a retirement saving plan.

Responsibilities

  • Develop and maintain your planning practice
  • Coach others for success
  • Implement business-enhancing strategies for your practice and your team
  • Build and nurture client relationships
  • Work with the leadership team to steer the financial planning efforts of the firm
  • Develop efficient planning processes and train teams to implement

Qualifications

  • Certified Financial Planner or comparable designation
  • 5+ years of experience as a financial planning professional, preferably with experience leading teams
  • Enjoy coaching and mentoring others
  • Passionate about big picture goals and focused on the steps required to accomplish them
  • Maintains a book of business
  • Experienced in prospecting and generating leads

Compensation
$120,000+ at plan
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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