Financial Planning Consultant

Company: WizeHire, Inc
Location: Baltimore
Posted on: November 6, 2024

Job Description:

Financial Planning Consultant Job - Baltimore, MD, USWe are seeking an experienced 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. Apply now!Responsibilities

• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given.
• Customize financial plans for each client based on potential life changes and changing financial needs.
• Research and provide financial advice 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.
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products.Qualifications
  • 2+ years of experience in the insurance or financial advisory or planning field.
  • Proven track record of generating a book of business.
  • Series 7 and 66 required, along with a Life and Health license or willingness to obtain prior to start.
  • Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary.
  • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential.
  • Superior customer service skills, math skills, relationship skills, and communication skills are preferred.Compensation$90,000+ at plan commission.About Thompson Financial GroupThompson Financial Group is a financial services firm. Through comprehensive financial planning, we help our 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 our clients.Apply now!
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Keywords: WizeHire, Inc, Potomac , Financial Planning Consultant, Accounting, Auditing , Baltimore, Maryland