Private Wealth Management Advisor

uFinancial Group; Mechanicsburg (PA); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Study material sponsorship for certifications

Initial bonuses to subsidize income

Mentorship opportunities

Team-based environment

Job summary

A financial services firm based in Mechanicsburg is seeking a Wealth Management Advisor. This role involves partnering with senior advisors, developing client relationships, and providing financial solutions. The ideal candidate is self-motivated, coachable, and possesses strong relationship-building skills. The firm offers mentorship, study material sponsorship for certifications, initial bonuses, and advanced technology to support your success.

Qualifications

• Ability to work independently and be self-motivated towards financial goals.
• Excellent communication and relationship-building skills.
• Openness to coaching and personal growth.

Responsibilities

• Partner with senior advisors to assist with their lower-level clients.
• Develop and maintain long-term relationships with your own clients.
• Provide financial planning solutions through fact finding.

Skills

Coachable

Strong relationship building

Independent and self-motivated

Job description

Opportunity

Do you have a background as a student athlete or as a leader of a Greek life organization? Have you thought about the idea of working for yourself while also helping businesses and individuals achieve financial freedom?

Role

As a Wealth Management Advisor with uFinancial Group, you will work directly with real people and small businesses trying to pursue their ideas of financial freedom.

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 analysis.

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.

We will help you by providing…

• Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66
• Initial bonuses to subsidize income.
• Plenty of 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.