uFinancial Group · 2 days ago
Financial Planning Role for Career Changers
Mechanicsburg, PA
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $80K/yruFinancial Group is seeking individuals looking to transition into a financial planning career. The role involves partnering with senior advisors, developing client relationships, and providing financial planning solutions.
BankingCrowdfundingFinancial Services
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
Qualification
Required
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
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
Company
uFinancial Group
uFinancial Group is a financial services company offering insurance, retirement, and investment services.
Founded in 1890
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher Cocores
President and CEO
Brenda Hepler
Chief Operating Officer/Chief of Staff
Company data provided by crunchbase