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.
Skills Required
- Coachable and able to be pushed beyond comfort zone
- Independent, self-motivated and goal-oriented work ethic
- Strong relationship-building and client-facing skills
- Current or former student athlete or leadership experience in clubs/fraternity/sorority
- Willingness to study for and obtain SIE, Series 7 and Series 66 (study material and sponsorship provided)
What We Do
uFinancial Group is a client-focused financial services firm that has served the Central PA region for over 130 years. They provide customized financial plans and services to help individuals, families, and businesses grow their future. Headquartered in Mechanicsburg, PA, the firm specializes in insurance, investments, and retirement planning, employing over 150 financial professionals and 200+ staff members across multiple offices.
