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Licensed Financial Advisor

Thompson Financial Group

Licensed Financial Advisor

Baltimore, MD
Full Time
Paid
  • Responsibilities

    Are you getting the support from your current firm to provide the level of service you desire to your clients in the efficient and timely manner they deserve? Do you feel you could hit higher production and income goals than what you've achieved so far? Many advisors have experienced greater success within our business model that provides open architecture to design your practice and local leadership who meets with each advisor to assist them in meeting their goals. Thompson Financial Group prioritizes the needs of advisors, offering state-of-the-art technology, in-house experts, and a vast array of products and services that enable advisors to concentrate on expanding their clientele. Our firm is dedicated to tailored planning encompassing risk mitigation, wealth accumulation, and helping clients in attaining their individual goals with efficient cash flow strategies. You will enjoy a range of benefits, including health insurance, dental and vision coverage, life insurance, disability protection, and contributions to retirement plans. You can grow and own your book of business without feeling like you are alone in the process. It's time for a confidential meeting to explore the opportunities. 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 Qualifications: • 2+ years of experience as a financial adviser or associate planner • FINRA Series 6 or 7 and 65 minimum, 66 preferred • Must have a Life and 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 • A charismatic communicator who loves to coach and help others • Self-starter with a business owner mindset Compensation: $150,000 + 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