What are the responsibilities and job description for the Financial Advisor - Entry Level position at uFinancial Group?
Are you a current or former student athlete? Do you have a background as a leader in a club or fraternity/sorority? Are you striving towards building a large financial advisory practice of your own?
As a Financial Advisor 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? You will…
As a Financial Advisor 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? 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.
- 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.
- 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.
Salary : $50,000 - $80,000