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Financial Services Consultant at uFinancial Group

2 months ago

Mechanicsburg, Pennsylvania, United States uFinancial Group Full time
Position Overview

Are you seeking significant independence in establishing your financial advisory practice? Do you aspire to embrace an entrepreneurial spirit without the complexities of managing operational tasks? Are you interested in expanding your business with a leading independent broker/dealer?

Our financial consultants opt to collaborate with uFinancial Group to provide clients with a diverse range of products and services.

Key Responsibilities

As a financial advisor, you will...

  • Collaborate with one of our dedicated teams to enhance and cultivate your practice while exploring specialized market segments.
  • Obtain full licensing and training to charge for financial planning and consulting services.
  • Engage closely with our new business team to ensure the efficient submission and processing of client applications.
Support Provided

We are committed to assisting you by offering...

  • Initial financial stipends to support your income.
  • Comprehensive benefits package including 401k, health, dental, and vision coverage.
  • Opportunities for collaboration and mentorship from seasoned advisors with over 20 years of experience in the financial services sector.
  • Access to advanced technology that simplifies business operations.
  • A collaborative team environment that values teamwork as a cornerstone of success.
Qualifications for Success

To thrive in this role, you should possess...

  • A willingness to learn and be challenged beyond your comfort zone.
  • A strong work ethic characterized by independence, self-motivation, and goal orientation.
  • Exceptional relationship-building skills with a commitment to prioritizing client needs.