Private Wealth Management Advisor

About the role

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.

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 analysis.

Requirements

• 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.

Qualifications

• Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66 provided.
• Initial bonuses to subsidize income provided.
• Opportunities for collaboration and mentorship from advisors 20+ years in the financial services business provided.
• Cutting edge technology that makes doing business much easier provided.
• A team-based environment that sees collaboration as key to success provided.

Skills

• Coachability
• Dedicated work ethic
• Relationship building skills

Benefits

• Initial bonuses 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.

Pay

From $50,000 to $75,000 per year

Schedule

Hybrid in Mechanicsburg, PA