What are the responsibilities and job description for the Financial Advisor position at Thompson Financial Group, LLC?
The ideal candidate will have a business owner mindset and desire the independence and flexibility to build a successful practice within our open architecture. They desire a leadership team who will not micromanage, but will partner to help them achieve their professional goals. They will deliver personalized financial plans to help clients work toward their long-term financial goals. They should be comfortable creating and presenting financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning strategies to clients
- Cultivate client relationships through networking, calling, seminars and referrals
- Passion for providing financial education
- Develop long-term client relationships with ongoing meetings and follow ups
Qualifications
- Bachelor's degree in Finance or related field
- 3 years' of industry experience
- Strong understanding of wealth management and protection strategies
- Excellent interpersonal skills
- Life and Health License, Series 7 and 66 preferred
