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Wealth Management Associate

4 months ago

Mechanicsburg, United States uFinancial Full time

Do you have a background as a student athlete or as a leader of a campus club/greek life organization? Have you thought about the idea of working for yourself while also helping businesses and individuals achieve financial freedom?

As a Wealth Management Associate with uFinancial Group, you will work directly with real people and small businesses trying to pursue their ideas of financial freedom.

How will you get started? You will…

• Partner with senior advisors to assist with their lower-level clients.

• 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.

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.

• Plenty of 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.