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Financial Planner
Location:
Baltimore, MD
Description:
Are you looking for more support to grow your financial planning practice? We are seeking an experienced financial planner who wants to build their book of business with a local leadership team that will assist with collaborative work, mentorship and strategic teaming. The ideal candidate will have a Bachelor's degree in business or finance, 3+ years experience prospecting clients and a proven track record of creating successful and long-term advising relationships. Apply now! Responsibilities: • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products• Customize financial plans for each client based on potential life changes and changing financial needs Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial• Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential• Requires a Bachelor’s degree in finance, business administration, or related field• 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 Compensation: $90,000+ at plan commission 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.
Company:
Thompson Financial Group
Posted:
November 5 on WizeHire
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More About this Listing: Financial Planner
Financial Planner is a Real estate Financial Planner Job at Thompson Financial Group located in Baltimore MD. Find other listings like Financial Planner by searching Oodle for Real estate Financial Planner Jobs.
Financial Planner is a Real estate Financial Planner Job at Thompson Financial Group located in Baltimore MD. Find other listings like Financial Planner by searching Oodle for Real estate Financial Planner Jobs.