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

Are you a licensed financial advisor who wants to grow your book of business while working in a supportive team environment? We have successful teams who are looking for the right individual to grow with them.

At Thompson Financial Group, our advisor-centric culture is developed with the intent of supporting our advisors in every way possible and encouraging creativity with an open platform of services and products and the flexibility for independence. We have the backing of MassMutual, a large, national corporation, that gives us access to marketing, technology and design elements without the captive and managed environment. We have one of the industry's highest retention rates because of the coaching and support we provide.

Career agents are eligible for benefits such as health, dental and vision insurance, long and short-term disability, life insurance, and pension plan contributions. Your income is based on your performance and tied directly to your production and effort; however, transition funding is available depending on your experience level. There are career paths for leadership roles in the firm and continual growth for those interested in management or building out their own teams.

Responsibilities

  • Prospect and network to cultivate a book of business
  • Meet with clients to gather data and information to follow up and provide options that meet their needs
  • Create joint work opportunities with specialists in the firm to grow and develop new markets
  • Provide white glove customer support to your clients
  • Use email, social media, and personal contact to communicate clearly and often with clients
  • Maintain documentation and files according to regulatory standards
  • Engage in the community and your target markets often

Qualifications

  • 2+ years experience as a financial adviser or associate planner
  • FINRA Series 6 or 7 and 65 minimum, 66 preferred
  • Must have Life & Health license or be willing to take exam before starting
  • 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

Compensation
$110,000 at plan commission
About Thompson Financial Group

Thompson Financial Group is a financial services firm. 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.

APPLY NOW
Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's  Privacy Policy  and  Terms of Service.