Entry Level - Wealth Management

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

Overview

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.

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 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

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales