uFinancial Group · 2 days ago
Financial Advisor - Entry Level
Mechanicsburg, PA
Full-time
Hybrid
New Grad, Entry Level
$50K/yr - $80K/yruFinancial Group is seeking an Entry Level Financial Advisor, particularly targeting current or former student athletes and leaders in clubs or fraternities/sororities. The role involves partnering with senior advisors, developing long-term client relationships, and providing financial planning solutions to help clients achieve financial freedom.
BankingCrowdfundingFinancial Services
Responsibilities
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
Qualification
Required
Current or former student athlete
Background as a leader in a club or fraternity/sorority
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
Benefits
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
Flexible work from home options available
Company
uFinancial Group
uFinancial Group is a financial services company offering insurance, retirement, and investment services.
Founded in 1890
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher Cocores
President and CEO
Brenda Hepler
Chief Operating Officer/Chief of Staff
Company data provided by crunchbase