Entry Level Financial Consultant Job at Thompson Financial Group, Baltimore, MD

TU8wa2pPWFFmaWZ5R3EybFNJeGtDMWtINXc9PQ==
  • Thompson Financial Group
  • Baltimore, MD

Job Description

We are seeking an eager, strategic, and goal-oriented financial services professional who is looking to own their practice and build a book of business. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. Although you are not selling a specific product, a sales background is helpful to build rapport and relationships. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities:

  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Obtain the Life and Health Insurance license, the SIE, Series 7 and 66
Qualifications:
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
  • Valid FINRA Series 7 & 63/66 preferred but not required
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
About Company: Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help 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 clients.

Job Tags

Start working today,

Similar Jobs

Domino's Franchise

Pizza Maker/Cook - 307A Morgantown St Job at Domino's Franchise

Job Description Dont like driving OR dont have a license or Vehicle?? No Problem, Come join our Team as a C.S.R or Shift manager/Pizza Maker. Locally owned and locally managed :) Part time & Full time jobs available !!!!!10 hours a week or 50 hours ...

Gateway Foundation Inc

COGNITIVE COUNSELOR - DAYTONA BEACH, FL Job at Gateway Foundation Inc

 ...referral sources or services. Performs other duties as assigned. Job Requirements: ~ Minimum of a Bachelor's Degree in a Human Service (Psychology, Social Work, Mental Health or Substance Abuse counseling, or closely related field) from an accredited college... 

D.C. United

Director of Security Job at D.C. United

 ...JOB SUMMARY The D.C. United Director of Security is responsible for the management, oversight, and day-to-day security of Audi Field, Segra Field, and the United Performance Training Center. This position will be required to fulfill all security needs and requirements... 

UC San Diego

EdTech Specialist 3 Job at UC San Diego

 ...ways of meeting their instructional needs through the use of technology and staying up to date with the latest tools and practices in EdTech?If yes, this role may be a good fit for you.UC San Diego is ranked the 9th best public university in the nation by U.S. News and... 

Amentum

Extra Heavy Truck Driver Job at Amentum

 ...Amentum is seeking an Extra Heavy Truck Driver in the North of Las Vegas, NV area. Purpose and Scope: Drive and operate extra...  ...company work rules. Individual will be required to execute temporary duty travel as required including but not limited to Target...