Financial Services Professional

4 weeks ago


Lancaster, Pennsylvania, United States uFinancial Group Full time
Job Overview

uFinancial Group is seeking a highly motivated and entrepreneurial individual to join our team as a Wealth Consultant. As a Wealth Consultant, you will have the opportunity to build a financially rewarding practice while enjoying the support and resources of a established financial services company.

Key Responsibilities:

  • 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.

Benefits:

  • 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.

Requirements:

  • 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.


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