Financial Planning Consultant

3 days ago


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

We are seeking a highly motivated and ambitious Financial Planning Consultant to join our team as an independent business partner. As a key player in our organization, you will have the opportunity to grow and develop your practice, leveraging our resources and expertise to drive success.

The estimated salary for this role is $120,000 - $180,000 per year, depending on experience and performance. Our company offers a comprehensive benefits package, including health insurance, 401(k) matching, and paid time off.

About the Role:

  • Partner with one of our 14 teams to expand your client base and develop your niche markets.
  • Become fully licensed and trained to charge financial planning fees.
  • Collaborate with our new business team to ensure seamless client applications and processing.

Your Success Factors:

  • Coachability and willingness to step out of your comfort zone.
  • A dedicated work ethic, including self-motivation and goal-oriented mindset.
  • Strong relationship-building skills, with a focus on putting clients first.


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