Are you working in a fee-based planning model or desire to? Would you like to focus on relationship building and a client's overall financial situation and long-term goals? 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 Bachelor's degree in business or finance, Life Insurance, and Securities licensed with a Series 66 and/or a CFP designation. Within our supportive structure, you will develop a book of business you own and the independence for creative enterprise. Although the plan commission states $110,000+, expectations are for the advisor to earn much higher based on performance. Apply now!

$110,000+ at plan commission

• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor

• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Bachelor’s degree in business administration, finance, or related field is required
• Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred

• 2+ years of experience in the insurance or financial advisory field
• Proven track record of generating book of business

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.