Posted 4 hours ago
Description
Seeking a seasoned CRIA Financial Advisor in Baltimore, MD, US. Are you looking to grow your production and have more control over your business? Customize solutions for clients with a unique approach. Open architecture investment platform available. Innovative independence model for supported freedom. Competitive payouts with covered overhead costs. Growth bonus and incentive program based on experience. Benefits include health, dental, vision coverage, and more.
Join TFG for exciting opportunities in the financial industry.
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
- 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
- Disciplined with strong time management skills
Compensation
$190,000+ at plan commission
About Thompson Financial Group
Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help our 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 our clients.
#J-18808-Ljbffr
