One of our successful financial planning teams in Elkridge is seeking a detail-oriented paraplanner 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. We are looking for someone who is coachable and enjoys collaborating with others.

What We Offer:

• Compensation includes a salary determined by experience and relevant professional designations, as well as opportunities for bonuses
• Team-based, collaborative environment
• No sales or production requirements
• Opportunity for professional growth and mentorship

• Assist advisors in preparing and updating comprehensive financial plans to reflect the client's unique goals and financial expectations
• Analyze client financial data and provide actionable insights
• Support ongoing client plan reviews and adjustments
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and advice given

• Program proficiency, including MS Office, CRM systems, and financial planning software, preferred
• Strong analytical and organizational skills
• Passion for comprehensive planning and client outcomes
• CFP® designation (preferred but not required)
• Willing to obtain securities licenses in the first year

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.