Entry Level - Financial Planner

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

Benefits offered by this job

Study material for financial exams

Initial stipends for income support

Mentorship from experienced advisors

Cutting-edge technology

Team-based environment

Job summary

A financial services firm is seeking a dedicated Financial Planner to partner with senior advisors and develop relationships with clients. Ideal candidates are coachable, self-motivated, and possess strong relationship-building skills. The role includes support with study materials for financial qualifications. The firm promotes teamwork and offers mentorship opportunities to ensure success in achieving clients' financial goals.

Qualifications

• Strong relationship building skills with a focus on putting people first.
• Independent, self-motivated, and goal-oriented work ethic.
• Ability to be coachable and pushed to the edge of comfort zones.

Responsibilities

• Partner with senior advisors to enhance client offerings.
• Develop and maintain long-term relationships with clients.
• Provide financial planning solutions through needs analyses.

Skills

Relationship building

Self-motivated

Coachability

Job description

Are you a current or former student athlete? Do you have a background as a leader in a club or fraternity/sorority? As a Financial Planner 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?

• 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.

We will help you by providing…

• 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 do 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.