Independent Wealth Advisor: Grow Your Practice

uFinancial Group; South Williamsport (Lycoming County); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Initial stipend to subsidize income

Full benefits (401k, health, dental, V

Mentorship from advisors 20+ years

Cutting edge technology

Team-based environment

Job summary

uFinancial Group invites you to grow a financial services practice with top-tier independence. You will partner with teams to grow your practice in niche markets and become fully licensed to charge planning fees.

You will collaborate with our new business team to ensure client applications are submitted and processed effectively, with access to cutting-edge technology and a supportive, team-based environment.

Qualifications

• Must be coachable and able to push beyond comfort zones.
• Strong dedicated work ethic: independent, self-motivated and goal oriented.
• Excellent relationship-building skills with a people-first approach.

Responsibilities

• Partner with teams to grow and develop your practice in niche markets.
• Become fully licensed and trained for charging financial planning/consulting fees.
• Work with the new business team to ensure client applications are submitted and processed efficiently.

Skills

Independent work

Self-motivation

Goal oriented

Relationship building

Coachable

Team collaboration

Job description

uFinancial Group invites you to grow a financial services practice with top-tier independence. You will partner with teams to grow your practice in niche markets and become fully licensed to charge planning fees.

You will collaborate with our new business team to ensure client applications are submitted and processed effectively, with access to cutting-edge technology and a supportive, team-based environment.