Entry-Level Financial Advisor jobs in United States
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Thompson Financial Group, LLC ยท 3 months ago

Entry-Level Financial Advisor

positionWest Baltimore, MD
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$60K/yr - $60K/yr

Thompson Financial Group, LLC is seeking an eager and strategic financial advisor to join their team in an entry-level position. The role offers room for growth and focuses on helping clients achieve their financial goals through various planning services.

AdviceFinanceFinancial Services

Responsibilities

Help clients identify and achieve their financial goals through a variety of planning services
Hone skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options

Qualification

Risk managementEstate planningInvestment managementDebt managementRetirement planningClient serviceStrategic thinking

Required

Eager and strategic mindset
Ability to help clients identify and achieve financial goals
Knowledge of planning services including risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, and investment options
Dedication to delivering excellent client service

Company

Thompson Financial Group, LLC

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At Thompson Financial Group, we deliver the most appropriate and timely financial information available to help meet your needs.
location
Hunt Valley, Maryland, USA
people-size51-200 employees
web-link
https://www.thompson-financialgroup.com/

Funding

Current Stage
Growth Stage
Company data provided by crunchbase