This listing was posted on WizeHire.
Registered Financial Advisor
Location:
Baltimore, MD
Description:
Are you an experienced registered Financial Advisor seeking growth opportunities in Baltimore, MD, US? Expand your practice by tailoring solutions for clients uniquely. Benefit from an open architecture investment platform and an innovative independence model that offers freedom and support. Enjoy competitive grid payouts with low expenses to build a book of business you own. Leverage the in-office staff to free up your time to do what you love -- meet with clients! Transitional money may be available depending on your experience and existing practice size. Receive comprehensive benefits including health, dental, vision coverage, and more when you join TFG. 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• Willingness to call prospects to set appointments and increase production Qualifications:• 4+ years of experience as a financial adviser or planner with CRIA experience• FINRA Series 7 with a 63/65 or 66 • Must have a Life and Health license or willing to get one • 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• Disciplined with strong time management skills• Goal driven Compensation: $190,000+ 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
Visit Our Partner Website
This listing was posted on another website. Click here to open: Go to WizeHire
Important Safety Tips
- Always meet the employer in person.
- Avoid sharing sensitive personal and financial information.
- Avoid employment offers that require a deposit or investment.
To learn more, visit the Safety Center or click here to report this listing.
More About this Listing: Registered Financial Advisor
Registered Financial Advisor is a Accounting & Finance Financial Advisor Job at Thompson Financial Group located in Baltimore MD. Find other listings like Registered Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Registered Financial Advisor is a Accounting & Finance Financial Advisor Job at Thompson Financial Group located in Baltimore MD. Find other listings like Registered Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.