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.

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