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

Are you a successful financial advisor who desires more growth and upward mobility in your position? If so, we're actively growing our financial planning services and looking for a talented advisor who is ready for a leadership role. In this position, you will expand your influence and lead others while maintaining your financial advisory business. You may seek greater personal and financial rewards through increased responsibility, leadership, and investment in the success of others. Building relationships with your clients should be a top priority to your practice. Our firm's leadership team will support you in continuing to market your practice and collaborate in developing a vision for the firm.

Compensation: $120,000+, income higher or lower based on performance. This is performance-driven, tied to only the time and effort invested. 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

  • Cultivate a target market
  • Define business objectives and strategic goals
  • Coach for success
  • Effectively supervise people and manage time
  • Implement business-enhancing strategies for your practice and your team
  • Build and nurture client relationships
  • Work with leadership team to steer financial planning efforts of the firm

Qualifications

  • Certified Financial Planner or comparable designation is preferred, but not required
  • 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
  • Disciplined and self-motivated
  • Social and often participate in groups and organizations

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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