Financial Services Professional
6 days ago
As a Financial Services Professional with uFinancial Group, you will have the opportunity to build a successful practice with a top-performing independent broker/dealer. Our team-based environment fosters collaboration and mentorship, allowing you to grow and develop your skills alongside experienced advisors.
Key Responsibilities:
- Partner with our 14 teams to develop and grow your practice, leveraging their expertise and niche markets.
- Become fully licensed and trained to offer financial planning and consulting services, generating revenue through fees.
- Work closely with our new business team to ensure seamless client onboarding and application processing.
Benefits:
- Initial stipends to support your income during the onboarding process.
- Comprehensive benefits package, including 401(k), health, dental, and vision coverage.
- Access to cutting-edge technology, streamlining your business operations.
- Opportunities for collaboration and mentorship from seasoned advisors with 20+ years of experience in the financial services industry.
Requirements:
- A strong work ethic, with a self-motivated and goal-oriented approach.
- Excellent relationship-building skills, with a focus on delivering exceptional client experiences.
- Ability to adapt to new challenges and opportunities, with a willingness to learn and grow.
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