Wealth Management Advisor

3 weeks ago


Mechanicsburg, Pennsylvania, United States uFinancial Group Full time
Position Overview

Are you seeking significant independence in establishing your financial advisory practice? Do you aspire to expand your clientele with a leading independent broker/dealer?

As a part of uFinancial Group, our advisors provide clients with a diverse array of products and services through an open architecture model.

How will you embark on this journey? You will...

  • Collaborate with one of our 14 specialized teams to enhance and cultivate your practice while delving into specific market segments.
  • Achieve full licensing and training to charge for financial planning and consulting services.
  • Engage closely with our new business team to ensure that client applications are submitted and processed smoothly.

We will support you by offering...

  • Initial stipends to help supplement your income.
  • Comprehensive benefits package (401k, health, dental, vision, etc.).
  • Opportunities for collaboration and mentorship from seasoned advisors with over 20 years of experience in the financial services sector.
  • Access to state-of-the-art technology that simplifies business operations.
  • A collaborative team environment that values teamwork as a cornerstone of success.

What qualities will contribute to your success?

  • A willingness to learn and be challenged beyond your comfort zone.
  • A strong work ethic characterized by independence, self-motivation, and goal orientation.
  • Exceptional relationship-building skills with a commitment to prioritizing client needs.


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