Do you feel stuck in your current industry? Are you looking for a way to be your own boss while also making a massive positive impact on the financial lives of individuals and businesses? Apply today for our entry level role to go through our training program, become fully licensed, and truly learn how to build your own fee based financial planning practice.
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
How will you get started? You will…
- 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 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.
Skills Required
- Coachable and able to be pushed outside comfort zone
- Independent, self-motivated and goal oriented work ethic
- Strong relationship-building skills with a client-first focus
- Willingness to complete licensing (SIE, Series 7, Series 66) through provided training
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.
