Bighornlaw
Posted 6 days ago
Description
We are seeking an eager, strategic, and dedicated financial advisor to join our team in an entry-level position that offers room for growth and book of business ownership. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're committed to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities
Obtain the Life and Health Insurance license, the SIE, Series 7 and 66 Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs Identify and secure new clients to serve as a trusted advisor for crucial financial decisions Be coachable, organized, and interested in pursuing training development and educational opportunities Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Qualifications
Excellent communication and math skills, with a proven ability to build strong client relationships with both existing and prospective customers Basic understanding of the role of a financial advisor or financial consultant, and interest in the financial industry and products Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is preferred Bachelor’s degree in business administration, finance, or a related field is required Up-to-date FINRA Series 7 & 63/66 licenses are a plus Compensation
$60,000 per plan commission About Thompson Financial Group
Thompson Financial Group
is a financial services firm dedicated to comprehensive financial planning. We help clients navigate important life decisions, supporting them with integrity and a family-oriented culture. Our reputation in Hunt Valley is built on high customer satisfaction. We foster personal growth and independence for our advisors through mentoring, teamwork, and technology. We are expanding into new markets to better serve our clients.
#J-18808-Ljbffr
We are seeking an eager, strategic, and dedicated financial advisor to join our team in an entry-level position that offers room for growth and book of business ownership. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're committed to delivering excellent client service and this sounds like a good fit, start the application process today! Responsibilities
Obtain the Life and Health Insurance license, the SIE, Series 7 and 66 Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Customize financial plans for each client based on their professional/work circumstances, life stage, and evolving financial needs Identify and secure new clients to serve as a trusted advisor for crucial financial decisions Be coachable, organized, and interested in pursuing training development and educational opportunities Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Qualifications
Excellent communication and math skills, with a proven ability to build strong client relationships with both existing and prospective customers Basic understanding of the role of a financial advisor or financial consultant, and interest in the financial industry and products Proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools is preferred Bachelor’s degree in business administration, finance, or a related field is required Up-to-date FINRA Series 7 & 63/66 licenses are a plus Compensation
$60,000 per plan commission About Thompson Financial Group
Thompson Financial Group
is a financial services firm dedicated to comprehensive financial planning. We help clients navigate important life decisions, supporting them with integrity and a family-oriented culture. Our reputation in Hunt Valley is built on high customer satisfaction. We foster personal growth and independence for our advisors through mentoring, teamwork, and technology. We are expanding into new markets to better serve our clients.
#J-18808-Ljbffr