Launch Your Licensed Financial Planning Practice

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

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