Experienced Financial Advisor

Job Description

Job Description

Join Thompson Financial Group as an Experienced Financial Advisor and be part of a team dedicated to empowering clients through holistic financial planning. Here, you'll have the autonomy to build and manage client relationships while leveraging our supportive infrastructure. We offer a competitive and collaborative environment where you can grow professionally and personally, backed by exceptional service and resources. You'll deliver comprehensive planning and advisory services, including investment and insurance solutions, with the support of our in-house specialists and operational staff.

This role is perfect if you're looking for independence over your practice, branding, and schedule. You'll enjoy the stability and credibility of a well-established firm, along with opportunities for career advancement. At Thompson Financial Group, we focus on fostering a culture that's not only competitive but also supportive and relationship-driven, ensuring you and the clients you serve thrive. If you're ready to make a meaningful impact and build financial confidence in others, let's grow together. Compensation:

$120,000+ at plan commission

Responsibilities:

• Develop and maintain strong, trusting relationships with clients to understand their financial goals and needs.

• Provide personalized financial advice and solutions, including investment and insurance options, to help clients achieve their objectives.

• Conduct regular reviews of clients' financial plans to ensure they remain aligned with their evolving goals and market conditions.

• Collaborate with in-house specialists to deliver comprehensive financial planning services that address clients' unique situations.

• Stay informed about industry trends and regulatory changes to provide clients with up-to-date advice and strategies.

• Utilize Thompson Financial Group's resources and tools to enhance client service and streamline advisory processes.

• Actively seek opportunities to expand the client base through networking and community involvement in the Baltimore-Towson area.

Qualifications:

• Active FINRA Series 7 and Series 66 registrations (or equivalent 63/65 combination).
• Active state Life and Health Insurance licenses for Maryland.
• Minimum 2–3 years of client‑facing experience as a financial advisor, planner, or financial professional in investments and/or insurance.
• Strong interpersonal, communication, and relationship‑building skills, with the ability to explain complex financial concepts in clear terms.
• Bachelor’s degree or equivalent professional experience in financial services, wealth management, or a related field.
• Demonstrated business mindset and track record of business development or practice growth.

About Company

At Thompson Financial Group , we do more than deliver financial products—we help people build real financial confidence through holistic planning, exceptional service, and a culture that is competitive, supportive, and deeply relationship-driven. We are building a firm where ambitious people can grow, win, and make a meaningful impact for clients, advisors, and their communities.