Financial Planning Specialist

uFinancial Group; Mechanicsburg (Cumberland County); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

SIE sponsorship

Series 7 sponsorship

Series 66 sponsorship

Initial stipends

Mentorship by veterans

Cutting-edge tech

Team collaboration

Job summary

uFinancial Group in Mechanicsburg is launching an entry-level training program to help you become a fully licensed financial planner. You will partner with senior advisors, build your own client relationships, and learn to deliver financial planning solutions through fact finding and needs analyses.

We provide SIE, Series 7 and 66 sponsorship, initial stipends, mentoring from advisors with 20+ years in the business, cutting-edge technology, and a team-based environment that values collaboration

Qualifications

• Willingness to complete training and licensing programs.
• Strong work ethic with independence and goal orientation.
• Excellent relationship-building and client-service mindset.

Responsibilities

• Assist senior advisors with lower-level clients.
• Develop and maintain relationships with your own clients.
• Provide financial planning solutions via fact finding and needs analyses.

Skills

Coachable

Self-motivated

Relationship building

Goal oriented

Education

SIE sponsorship

Series 7 sponsorship

Series 66 sponsorship

Job description

Do you feel stuck in your current industry? Are you looking for a way to be your own boss while also making a massive positive impact on the financial lives of individuals and businesses? Apply today for our entry level role to go through our training program, become fully licensed, and truly learn how to build your own fee based financial planning practice.

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

How will you get started? You will…

• 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.

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.