Financial Services Professional
4 weeks ago
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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Patient Financial Services Representative
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