Entry Level - Financial Planner
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 tot his job Apply tot his job