Wealth Management Advisor - Independent Broker Dealer
Full-time
uFinancial Group
Are you looking to grow your financial services practice with a top 5 independent broker/dealer? Do you desire the ability to be an entrepreneur but not have to deal with the headaches of processing business?
Our advisors choose to partner with MMLIS to give our clients an open architecture model of products and services.
How will you get started? You will…
- Partner with one of our many teams to grow and develop your practice along with diving deep into their own niche markets.
- Become fully licensed and trained for charging financial planning/consulting fees.
- Work closely with our new business team to ensure new clients applications are submitted and processed effectively.
What do you need to be successful?
- Coachable and being able to be pushed to the edge of your comfort zone.
- A dedicated work ethic: independent, self-motivated and goal oriented.
- Strong relationship building skills with a focus on putting people first.
We will help you by providing…
- Initial stipends to subsidize income.
- Full benefits (401k, health, dental, vision, etc...)
- Opportunities for collaboration and mentorship from advisors 20+ years in the financial services business
- Cutting edge technology that makes doing business much easier.
- A team-based environment that sees collaboration as key to success.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor - Independent Broker Dealer in South Williamsport, PA vacancy
$35k - $75k
...of combined insurance experience in our office. Apply Now and Let Us Put You on the Path to Success State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible...SuggestedFor contractorsWork at office- ...Mortgage Specialist REPORTING TO: Real Estate Lending Manager DEPARTMENT: Lending Department FLSA STATUS:... ...appearance, communication, and action. • Ability to work independently, with limited direct supervision. • Possess a high level of...SuggestedFull timeWork at officeFlexible hoursWeekend workAfternoon shift
- ...and resources to ensure the long-term success of your business What We’re Looking For: ~ Strong interpersonal and business management skills to build and manage your agency ~2-5 years of experience in the insurance and financial services industry (preferred) ~...SuggestedFull time
$75k - $150k
...sellers to secure favorable terms. Collaborate with mortgage brokers, inspectors, and other professionals. Advise clients on... ...relationships. Utilize real estate software and CRM tools to manage leads and transactions. COMPENSATION: Full Commission ($75000...SuggestedLocal area- Job Description Job Description Basic Qualifications Education/Training: A high school diploma or equivalent with an emphasis in business curriculum; an Associate's degree preferred; specialized bank training. May require S.A.F.E. Act certification. Skill(s)...SuggestedImmediate start
$75k - $150k
.... Provide ongoing client support and follow-up to build lasting relationships. Utilize real estate software and CRM tools to manage leads and transactions. Conduct market research to identify competitive pricing and local market trends. COMPENSATION: Full Commission...Local areaRelocationFlexible hours- ...(e.g., Microsoft Office, CRM systems, order entry tools) with the ability to learn new systems quickly Ability to multitask and manage competing priorities in a fast-paced customer service environment while maintaining accuracy Dependable and reliable, with a consistent...Work at officeMonday to Friday
$2,500 per week
...building – we provide all the branded leads you can work. Comprehensive Training: No prior experience? No problem! Our local hiring manager provides thorough training that covers all aspects of insurance and working leads, ensuring you're equipped with the knowledge and...Weekly payFor contractorsLocal area- ...Job Description Job Description Portfolio Managers: Be Ready When the Right Opportunity Comes Along Portfolio managers play a vital role in supporting commercial lending teams, managing client relationships, monitoring credit quality, and helping ensure a strong...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Advisor - Independent Broker Dealer. Be the first to apply!
Related searches
- management team South Williamsport, PA
- management opportunity South Williamsport, PA
- sales management training program - entry level South Williamsport, PA
- management jobs South Williamsport, PA
- entry level management training South Williamsport, PA
- wealth management advisor
- financial advisor wealth manager
- wealth manager
- junior wealth manager
- wealth management consultant




