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- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Create customized financial plans suitable for each client based on potential life changes and changing financial needs
- Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
- 3+ years of experience in the insurance, financial advisory or planning field
- Proven track record of generating book of business
- Series 7 and 66 required, along with a Life and Health license or willingness to obtain prior to start
- Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
- Requires a Bachelor's degree in finance, business administration, or related field
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
Financial Planner - Baltimore, United States - Thompson Financial Group
Description
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail.
Responsibilities
Qualifications