Experienced Financial Advisor

Full Time
Baltimore, MD
$125,000 a year
Posted
Job description

Are you a financial advisor who wants to expand your impact and reach more families, businesses and the community to provide financial security? Do you want to work with a firm that will support YOUR goals versus assign a corporate model you have to follow? Are you looking for open architecture and freedom to design the practice YOU envision? Are you looking for lower expenses with higher payouts? If so, then schedule a time to talk to us today!

At Thompson Financial Group, our culture is built around our advisors We provide cutting-edge technology, in-house specialists and a limitless range of products of services so that you can focus your time with clients. Our firm focuses on all areas of the client's financial wellness, including risk management, cash flow and goals, and wealth management. Our local leadership team invests time into training and mentoring all our financial professionals and supports professional growth and leadership. Our career agents love the freedom we provide, and their clients love the quick turnarounds and high level of customer service. We provide full-service financial planning that includes risk protection, investments, and wealth management.

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.

Compensation: $125,000 at plan commission, with many reaching higher income levels

Compensation:

$125,000 at plan commission

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
  • Develop and define 2-3 key markets to build your specialized niche

Qualifications:

  • 2+ years of 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 the 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
  • Service-oriented and wants to impact the greater community

About Company


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.

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