Entry Level - Financial Planner
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 long-term 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 team-based 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, self-motivated and goal oriented.
- Strong relationship building skills with a focus on putting people first.
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