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uFinancial Group · 2 months ago

Financial Advisor - Thrive Financial Partners

Huntersville, NC

Full-time

Onsite

Senior Level

uFinancial Group is seeking experienced Financial Advisors to join their Thrive Financial Partners firm, offering a flexible approach to building a financial practice. The role emphasizes support, innovative tools, and a strong teaming model to better serve clients and accelerate business growth.

BankingCrowdfundingFinancial Services

Responsibilities

A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop

A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer

A unique business markets process that will differentiate you and help you add more value to conversations with business owners

Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources

A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs

Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms

State-of-the-art technology platforms and tools

Qualification

Financial advisingInvestment solutionsInsurance solutionsRetirement planningEstate planningWealth managementEntrepreneurial mindsetClient relationship managementTeam collaborationCommunication skills