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    Licensed Financial Advisor - Baltimore, United States - Thompson Financial Group

    Thompson Financial Group
    Thompson Financial Group Baltimore, United States

    3 weeks ago

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    Description


    Are you currently receiving the necessary support from your employer to deliver exceptional service to your clients promptly and efficiently? Do you believe you have untapped potential to surpass your current production and income targets? Join our team at Thompson Financial Group, where our unique business model has propelled numerous advisors to greater success.

    We provide an open architecture for practice design and local leadership that collaborates closely with each advisor to help them achieve their goals.

    Our firm prioritizes advisors' needs by offering cutting-edge technology, access to in-house experts, and a wide range of empowering products and services.

    We are dedicated to personalized planning that encompasses risk management, wealth building, and tailored financial strategies to help clients achieve their specific goals.

    As part of our team, you'll enjoy benefits such as health, dental, and vision coverage, life insurance, disability protection, and contributions to retirement plans.

    You'll have the opportunity to build and manage your client portfolio while being supported throughout the process. Take the first step towards exploring the exciting opportunities awaiting you by scheduling a confidential meeting with us.


    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
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