Private Wealth Management Advisor
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Job Location:
Mechanicsburg, PA - USA
Yearly Salary:
$ 50000 - 75000
Posted on:
7 days ago
Vacancies:
1 Vacancy
Job Summary
Do you have a background as a student athlete or as a leader of a greek life organization Have you thought about the idea of working for yourself while also helping businesses and individuals achieve financial freedom
As a Wealth Management Advisor with uFinancial Group you will work directly with real people and small businesses trying to pursue their ideas of financial freedom.
How will you get started You will
- 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 analysis.
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 self-motivated and goal oriented.
- Strong relationship building skills with a focus on putting people first.
We will help you by providing
- Study material and sponsorship for SIE (Securities Industry Exam) Series 7 and Series 66
- Initial bonuses to subsidize income.
- Plenty of 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.
Required Experience:
Unclear Seniority
About Company
Discover your financial future with uFinancial Group. Connect with experienced professionals via our Find a Financial Professional form. Explore our comprehensive range of services and learn more about our values and expertise through our About Us page. Start your journey towards fina ... View more
