About this opportunity
uFinancial lists this Entry Level - Financial Planner opportunity in lancaster, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
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 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.
Worksite address
lancaster, PA, 17622, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.