Entry Level - Wealth Management

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

Benefits offered by this job

Study material and sponsorship for certifications

Initial stipends to subsidize income

Opportunities for collaboration and mentorship

Cutting edge technology

Team-based environment

Job summary

A financial services firm is seeking a Wealth Management Advisor in Lancaster, PA. In this role, you'll partner with senior advisors, build long-term client relationships, and provide tailored financial planning solutions. Ideal candidates are independent thinkers with strong relationship skills and a dedicated work ethic. This position offers competitive compensation ranging from $50,000 to $80,000 per year, along with mentorship opportunities.

Qualifications

• Background as a leader in a club or Greek life organization.
• Experience in financial services is an advantage.

Responsibilities

• Partner with senior advisors to assist with their lower-level clients.
• Develop and maintain long-term relationships with clients.
• Provide financial planning solutions through fact finding and needs analyses.

Skills

Coachable and able to push beyond comfort zone

Strong relationship building skills

Independent, self-motivated, and goal oriented

Job description

Overview

Are you a current or former student athlete? Do you have a background as a leader in a club or Greek life organization? As a Wealth Management Advisor 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…

Responsibilities

• 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.

What we provide

• 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 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

Compensation

From $50,000 to $80,000 per year

Location: Lancaster, PA