Entry Level - Financial Planner

Full-time

uFinancial Group

Are you a current or former student athlete? Do you have a background as a leader in a club or fraternity/sorority? As a Financial Planner at uFinancial Group , you will work directly with real businesses and individuals trying to pursue their ideas of financial freedom.

How will you get started? You will…

Partner with senior advisors
Develop and maintain long-term relationships with your own clients and clients of the firm.
Provide financial planning solutions through fact finding and needs analyses.

We will help you by providing…

Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66
Initial stipends to subsidize income.
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.

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.

Apply

Vacancy posted a month ago

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