Financial Advisor
Job Description
Overview
Thompson Financial Group seeks a dynamic, relationship focused professional who values autonomy. In this role, you will engage clients directly, guiding them through financial decisions with confidence and energy. You will build connections, collect financial information, and deliver expert guidance on investments and insurance, while helping clients pursue their long term financial goals. This position is well suited for someone who excels at client relationship development, data gathering, implementing strategic plans, and advising on financial matters. Based in Baltimore, MD, this opportunity allows you to make a meaningful impact on clients and advance your career.
Career Growth and Independence
This position offers an opportunity to redefine your career path. You can build something meaningful and gain greater control over your professional life. If you are forward thinking and seek business ownership, financial freedom, and independence, you are invited to start your journey with us. Our firm supports individuals who want to develop their own practice while leaving a meaningful imprint on the world around them.
Building Your Business
- Establish networks and cultivate referrals.
- Develop and maintain long term client relationships.
- Provide financial solutions through thorough data gathering and needs analysis.
- Broaden and deepen your skillset through ongoing professional development and collaboration with colleagues.
Compensation
$60,000 per plan commission
Responsibilities
- Work directly with individuals, business professionals, and families to help secure their financial future.
- Make a valuable impact on people’s lives and the communities you care about by guiding pathways to financial stability and peace of mind.
- Follow a well defined career path that combines education, mentorship, and teamwork.
- Benefit from a culture of innovation that embraces growth and change.
- Enjoy transparency, honesty, and clarity as the foundation of every partnership.
- Have a voice in the organization and know that your contributions are important.
- Experience flexibility and the freedom to design your work and life as you envision.
Qualifications
Requires a Bachelor’s degree in business administration, finance, or a related field.
Ideal Candidate Profile
- A strong relationship builder who consistently prioritizes the client’s interests.
- A natural connector who links people and opportunities together.
- Independent, self-motivated, and goal oriented.
- Licensing: Life and Health can be obtained at contracting, with Series 7 and Series 66 licenses anticipated within the first year.
Next Steps
Reach out to discuss a career move that could significantly impact your life.
About Thompson Financial Group
Thompson Financial Group is a financial services firm focused on comprehensive financial planning. We help clients navigate important life decisions and key objectives. Located in Hunt Valley and known for high client satisfaction, our culture centers on integrity and family. We support advisors with mentoring, teamwork, and technology to foster personal growth and independence while maintaining strong collaboration. We invest in our advisors to help them achieve their professional goals. With a long history of success in the Greater Baltimore area, we are actively expanding into selective markets to better serve clients.