Are you undervalued in your current role and looking to accomplish more and earn more income? Do you want to create something from the ground up and watch it flourish? Are you a CFP® professional who has been providing fee-based financial plans in the Baltimore area? This could be the opportunity you are looking for!

The Director of Financial Planning role focuses on building our firm's fee-based planning division and serving as a planning resource for our advisors. In this role, you will provide joint work support, independent planning, and training for other advisors. You must possess a minimum of three years of experience working with fee-based planning that includes insurance and safety products, retirement and college planning, and wealth management and investments. This is an essential role that requires close communication with senior management and is a key part of the firm's growth. The position will be based in the office and provide support to our growing number of advisors. The compensation package includes a base salary based on experience, with initial earning expectations of $120,000+, with goal incentives and bonuses included. You will be able to maintain your own client list while assisting other advisors in delivering plans to their clients each month.

Thompson Financial Group is the Greater Baltimore MassMutual agency and provides access to the amenities and help of a Fortune 500 company. Enjoying the open architecture and independent model that MassMutual offers, Thompson Financial Group finds the best solutions that fit each client's specific needs. Compensation: The job includes a base salary related to experience with the potential to increase with bonuses and incentives. Other benefits involve medical, dental, and vision coverage, life and disability insurance, and a retirement savings plan.

• Builds and develops a new division with leadership's
• Provide training and coaching support for other advisors newer to holistic planning.
• Develop and implement fee-based planning strategies and help others transition into this model.
• Define efficient planning processes and train advisors and teams to implement them.
• Collaborate in joint work opportunities.
• Identify new markets to develop.
• Grow the firm's overall production with plan implementation.

• CERTIFIED FINANCIAL PLANNER™ professional designation is necessary.
• 3+ years of experience in fee-based financial planning.
• Team player who enjoys coaching and mentoring others.
• Passionate about growing business and having an impact on firm direction.
• FINRA Series 7, 66, Maryland Life & Health licensed all required.
• Maintaining your own book of business or practice is valued but experience as a senior paraplanner will also be considered for the right individual.

At Thompson Financial Group, we do more than deliver financial products—we help people build real financial confidence through holistic planning, exceptional service, and a culture that is competitive, supportive, and deeply relationship-driven. We are building a firm where ambitious people can grow, win, and make a meaningful impact for clients, advisors, and their communities.