What are the responsibilities and job description for the Wealth Management Apprentice position at uFinancial Group?
Do you have a background as a leader in a club or greek life organization? Are you a current or former student athlete? Are you striving towards building a large investment practice of your own?
As a Wealth Management Apprentice 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 Wealth Management Apprentice 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
