Entry-Level Wealth Advisor - Training, Mentorship & Growth

uFinancial Group; Lancaster (Lancaster County); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Study material for SIE, Series 7 and Series 66

Initial stipends to subsidize income

Mentorship opportunities

Cutting edge technology

Team-based environment

Job summary

A financial services firm is seeking a Wealth Management Advisor to work with both businesses and individuals to achieve financial freedom. This entry-level position offers a range of responsibilities including partnering with senior advisors, building long-term client relationships, and delivering financial planning solutions. Candidates should be self-motivated, coachable, and possess strong relationship-building skills. Competitive compensation ranges from $50,000 to $80,000 per year.

Qualifications

• Independent, self-motivated, and goal oriented.
• Able to be pushed to the edge of comfort zone.
• Focus on putting people first.

Responsibilities

• Partner with senior advisors for lower-level clients.
• Develop relationships with clients of the firm.
• Provide financial planning solutions.

Skills

Coachable

Dedicated work ethic

Strong relationship building

Job description

A financial services firm is seeking a Wealth Management Advisor to work with both businesses and individuals to achieve financial freedom. This entry-level position offers a range of responsibilities including partnering with senior advisors, building long-term client relationships, and delivering financial planning solutions. Candidates should be self-motivated, coachable, and possess strong relationship-building skills. Competitive compensation ranges from $50,000 to $80,000 per year.