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, Montgomery Village , Financial Planning Consultant, Accounting, Auditing , Baltimore, Maryland
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