Experienced Financial Advisor

Thompson Financial Group; United States; On-site; USD 108,000 - 132,000; Full time

Job summary

Thompson Financial Group in Hunt Valley, MD, is seeking an experienced Registered Financial Advisor to build and manage a personal client base, delivering comprehensive financial planning, investment advisory services, and insurance solutions with in-house support.

The role offers independence over your practice, branding, and schedule while leveraging the stability, resources, and credibility of a long-standing organization.

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.
• Bachelor’s degree or equivalent professional experience in financial services, wealth management, or a related field.
• Demonstrated entrepreneurial mindset and track record of business development or practice growth.

Responsibilities

• Acquire, develop, and retain a book of individual and business clients through proactive business development, referrals, and networking.
• Provide holistic financial planning, including retirement planning, investment management, risk management/insurance, and estate conservation strategies.
• Analyze clients’ financial situations, recommend appropriate investment and insurance solutions, and implement strategies aligned with a client-first philosophy.
• Conduct ongoing portfolio and policy reviews, adjust strategies as clients’ needs evolve, and maintain regular, high-quality communication.
• Operate as an independent advisor within the TFG framework, leveraging firm resources, coaching, and technology to grow a sustainable practice.

Skills

Series 7/66

Life/Health Licenses MD

Client-facing experience

Entrepreneurial mindset

Education

Bachelor’s degree or equivalent in financial services

Job description

Job Title: Registered Financial Advisor - Location: Hunt Valley, MD, US Seeking a skilled Financial Advisor in Baltimore, MD We are seeking an experienced, fully licensed Independent Financial Advisor to affiliate with our established Baltimore firm. In this role, you will build and manage your own client relationships while delivering comprehensive financial planning, investment advisory services, and insurance solutions—supported by our in‑house specialists, operational staff, and robust planning infrastructure. This opportunity is ideal for entrepreneurial advisors who want true independence over their practice, branding, and schedule, while still benefiting from the stability, resources, and credibility of a long-standing organization. Responsibilities: • Acquire, develop, and retain a book of individual and business clients through proactive business development, referrals, and networking. • Provide holistic financial planning, including retirement planning, investment management, risk management/insurance, and estate conservation strategies. • Analyze clients’ financial situations, recommend appropriate investment and insurance solutions, and implement strategies aligned with a client‑first philosophy. • Conduct ongoing portfolio and policy reviews, adjust strategies as clients’ needs evolve, and maintain regular, high‑quality communication. • Operate as an independent advisor within the TFG framework, leveraging firm resources, coaching, and technology to grow a sustainable practice. 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 entrepreneurial mindset and track record of business development or practice growth. Compensation: $120,000+ at plan commission

• Acquire, develop, and retain a book of individual and business clients through proactive business development, referrals, and networking. • Provide holistic financial planning, including retirement planning, investment management, risk management/insurance, and estate conservation strategies. • Analyze clients’ financial situations, recommend appropriate investment and insurance solutions, and implement strategies aligned with a client‑first philosophy. • Conduct ongoing portfolio and policy reviews, adjust strategies as clients’ needs evolve, and maintain regular, high‑quality communication. • Operate as an independent advisor within the TFG framework, leveraging firm resources, coaching, and technology to grow a sustainable practice.

Compensation:
$120,000 per year