Job Description
Job Description
We are seeking a detail-oriented Financial Planner who is passionate about delivering comprehensive financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and enhancing client outcomes through high-quality plan development.
What We Offer:
- Compensation includes a base salary determined by experience and relevant professional designations
- Team-based, collaborative environment
- No sales or production requirements
- Opportunity for professional growth and mentorship
Compensation:
$60,000 - $75,000 yearly
Responsibilities:
- Assist advisors in preparing and updating comprehensive financial plans
- Collaborate with senior planners to develop planning strategies
- Analyze client financial data and provide actionable insights
- Support ongoing client plan reviews and adjustments
Qualifications:
- Experience in financial planning or financial services
- Strong analytical and organizational skills
- Passion for comprehensive planning and client outcomes
- CFP® designation (preferred but not required)
- Series 7, 66 (or equivalent) and L&H required
About Company
Thompson Financial Group is a financial services firm. Through comprehensive financial planning, we help 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 clients.