Financial Advisor
Thompson Financial Group
Baltimore, MD US
Posted ago
Thompson Financial Group

We are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a proven track record of creating successful and long-term advising relationships and excellent communication skills. The robust product selection, strong team, specialist support, and local leadership of our firm can help you grow your business to achieve higher goals and a more scalable business model. Apply now!

Compensation: $90,000 at plan commission, performance based

Responsibilities
  • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
  • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
  • Create customized financial plans suitable for each client based on potential life changes and changing financial needs
  • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
  • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
Qualifications
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
  • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
  • Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
  • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial

  • FINRA Series 7 and 66 are preferred; Maryland Life and Health license is required
  • 5+ 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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