Entry-Level Financial AdvisorThompson Financial Group • Baltimore, MD, United States
Entry-Level Financial Advisor
Thompson Financial Group • Baltimore, MD, United States
[job_card.variable_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]
Description
We are seeking an eager, strategic, and definitive 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 dedicated 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 his or her professional/work circumstances, life stage, and evolving financial needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Be a coachable, organized team member 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
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Requires a Bachelor's degree in business administration, finance, or other related field
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
We are seeking an eager, strategic, and definitive 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 dedicated 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 his or her professional/work circumstances, life stage, and evolving financial needs
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Be a coachable, organized team member 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
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
• Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
• Requires a Bachelor's degree in business administration, finance, or other related field
• Up-to-date FINRA Series 7 & 63/66 documents are a bonus
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EntryLevel Financial Advisor • Baltimore, MD, United States
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