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Financial Advisor

4 months ago

Philadelphia, United States uFinancial Group Full time
Job DescriptionJob Description

Do you have a background as a leader on your campus? Are you a current or former student athlete? Have you thought about the idea of working for yourself while also helping young physicians strive to achieve financial freedom?


As a Financial Advisor with uFinancial Group, you will work directly with physicians trying to pursue their financial goals.

We will help you by providing…

  • Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66
  • Opportunities for collaboration and mentorship from advisors 10+ 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.

How will you get started? You will…

  • Partner with senior advisors to host dinner events for physicians at various cities in on the east cost.
  • 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.

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.