Financial Planning Specialist

4 weeks ago


Lancaster, Pennsylvania, United States uFinancial Group Full time
Business Opportunity

Grow your financial services business with uFinancial Group, a top 5 independent broker/dealer. Enjoy the freedom to be an entrepreneur without processing headaches.

Our advisors partner with MMLIS and MassMutual to offer clients an open architecture model of products and services.

Key benefits include:

  • Initial stipends to subsidize income
  • Full benefits (401k, health, dental, vision, etc.)
  • Collaboration and mentorship from experienced advisors
  • Cutting-edge technology for easier business operations
  • A team-based environment that values collaboration

To succeed, you'll need:

  • A coachable mindset and willingness to take calculated risks
  • A dedicated work ethic and self-motivation
  • Strong relationship-building skills with a focus on client satisfaction


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