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Registered Financial Advisor

Thompson Financial Group

Registered Financial Advisor

Baltimore, MD
Full Time
Paid
  • Responsibilities

    Are you an experienced registered Financial Advisor seeking growth opportunities in Baltimore, MD, US? Expand your practice by tailoring solutions for clients uniquely. Benefit from an open architecture investment platform and an innovative independence model that offers freedom and support. Enjoy competitive grid payouts with low expenses to build a book of business you own. Leverage the in-office staff to free up your time to do what you love -- meet with clients! Transitional money may be available depending on your experience and existing practice size. Receive comprehensive benefits including health, dental, vision coverage, and more when you join TFG. 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 clients • Use email, social media, and personal contact to communicate clearly and often with clients • Maintain documentation and files according to regulatory standards • Develop and define 2-3 key markets to build your specialized niche • Willingness to call prospects to set appointments and increase production Qualifications: • 4+ years of experience as a financial adviser or planner with CRIA experience • FINRA Series 7 with a 63/65 or 66 • Must have a Life and Health license or willing to get one • 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 • A charismatic communicator who loves to coach and help others • Self-starter • Disciplined with strong time management skills • Goal driven Compensation: $190,000+ at plan commission

    • 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 clients • Use email, social media, and personal contact to communicate clearly and often with clients • Maintain documentation and files according to regulatory standards • Develop and define 2-3 key markets to build your specialized niche • Willingness to call prospects to set appointments and increase production

  • Compensation
    $190,000 per year