Financial Advisor

Thompson Financial Group, based in Hunt Valley, MD, is a trusted provider of financial planning and advisory services, supporting thousands of clients in the Baltimore and Washington areas. We specialize in individual and business insurance protection, long-term care insurance, estate planning, investment products, and retirement planning. Our team of skilled financial professionals is dedicated to empowering clients with the knowledge and strategies needed to achieve financial security and success.

Affiliated with Massachusetts Mutual Life Insurance Company (Mass Mutual), we uphold the highest industry standards and provide personalized, client‑focused solutions.

This is a full-time hybrid role for a Financial Advisor, located in Baltimore, MD, with some flexibility to work remotely. The Financial Advisor will offer tailored financial solutions to individual and business clients through activities such as financial planning, retirement planning, and investment strategy development. Responsibilities include assessing client financial needs, recommending appropriate products, and maintaining ongoing relationships to monitor and support financial goals.

• Experience in Financial Planning and Financial Advisory to assist clients in creating tailored financial strategies.
• Strong knowledge of Finance, including investments, budgeting, and wealth management practices.
• Familiarity with Retirement Planning and Investments, including portfolio management and growth strategies.
• Exceptional interpersonal and communication skills to build and maintain client relationships.
• Proven ability to analyze financial data and suggest actionable insights for long-term success.
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) are a plus.
• Proficiency with financial planning software and tools is desirable.