Financial Planning Consultant - ZipRecruiter : Job Details

Job DescriptionJob Description

We are seeking an experienced and licensed financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Ideal candidate will want to own their opportunity and have a business owner mindset. Apply now!

Compensation:

$90,000+ at plan commission

Responsibilities:

• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Collect each client's financial information to determine financial status, financial goals, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs

Qualifications:

• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Requires a Bachelor's degree in finance, business administration, or related field
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

• 3+ years of experience in the insurance, financial advisory, or planning field
• Proven track record of generating book of business
• Series 7 and 66 required, along with a Life and Health license or willingness to obtain prior to start

About Company

Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help 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 clients.