Entry Level - Financial Planner

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?

• 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.

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.