Investment Specialist

Are you a licensed financial advisor who enjoys helping clients with their investments and portfolio management? Are you driven to accomplish more within a leadership position? Your role will involve assisting fellow advisors in comprehending the wide array of investment options through in-person training, personalized coaching, and joint work meetings. Compensation includes a base salary coupled with additional earnings from joint work and growth in overall firm AUM production.

$90,000 at plan commission with salary commensurate to experience

• Promote investment products within our firm internally to advisors
• Collaborate with other advisors by providing training, investment solution strategies, and joint work
• Nurture and build your own book of business
• Working with firm leadership to grow overall wealth management

• A minimum of 5 years prior experience in financial services
• US Work Authorization
• Series 7 and 66 preferred or willing to get in 6 months
• Knowledge of investment products and solutions
• Strong interpersonal, oral, and written communication skills
• Willingness to collaborate and work on-site
• Prospecting and lead generation background

Thompson 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.