Experienced CRIA Financial Advisor
Apply NowCompany: Thompson Financial Group
Location: Baltimore, MD 21215
Description:
Description
Are you looking for customizable solutions for your clients and tired of boilerplate portfolios? Look no further. Our open architecture investment platform can help you do what's best for your clients. When joining our firm, our innovative, supported independence model offers the "best of both worlds" - providing you with the resources you need to run your business and the freedom to run it your way.
When you partner with us, you'll have access to some of the most competitive payouts in the industry. Here, critical overhead costs are covered, and we offer a growth bonus and well as a competitive incentive program based on your experience.
As part of TFG, you'll enjoy benefits such as health, dental, and vision coverage, life insurance, disability protection, and contributions to retirement plans. Take the first step towards exploring the exciting opportunities awaiting you by scheduling a confidential meeting with us.
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
Self-starter
Disciplined with strong time management skills
Goal driven
Are you looking for customizable solutions for your clients and tired of boilerplate portfolios? Look no further. Our open architecture investment platform can help you do what's best for your clients. When joining our firm, our innovative, supported independence model offers the "best of both worlds" - providing you with the resources you need to run your business and the freedom to run it your way.
When you partner with us, you'll have access to some of the most competitive payouts in the industry. Here, critical overhead costs are covered, and we offer a growth bonus and well as a competitive incentive program based on your experience.
As part of TFG, you'll enjoy benefits such as health, dental, and vision coverage, life insurance, disability protection, and contributions to retirement plans. Take the first step towards exploring the exciting opportunities awaiting you by scheduling a confidential meeting with us.
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
Self-starter
Disciplined with strong time management skills
Goal driven