Entry Level - Financial Planner
Entry Level - Financial Planner
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$ 50000 - 80000
1 Vacancy
Job Description
Are you a current or former student athlete Do you have a background as a leader in a club or fraternity/sorority As a Financial Planner at uFinancial Group you will work directly with real businesses and individuals trying to pursue their ideas of financial freedom.
How will you get started You will
- Partner with senior advisors
- Develop and maintain longterm relationships with your own clients and clients of the firm.
- Provide financial planning solutions through fact finding and needs analyses.
We will help you by providing
- 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 teambased environment that sees collaboration as key to success.
What do you need to be successful
- Coachable and being able to be pushed to the edge of your comfort zone.
- A dedicated work ethic: independent selfmotivated and goal oriented.
- Strong relationship building skills with a focus on putting people first.
Required Experience:
Junior IC
Employment Type
Full-Time
