Financial Consultant Job at uFinancial Group, Mechanicsburg, PA

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  • uFinancial Group
  • Mechanicsburg, PA

Job Description

Are you looking for tons of autonomy with building your financial services practice? Are you looking to grow your business with a top 5 independent broker/dealer?

Our advisors partner with uFinancial Group to give our clients an open architecture model of products and services.

How will you get started? You will…

  • Partner with one of our 14 teams to grow and develop your practice along with diving deep into their own niche markets.
  • Become fully licensed and trained for charging financial planning/consulting fees.
  • Work closely with our new business team to ensure new clients applications are submitted and processed effectively.

We will help you by providing…

  • Initial stipends to subsidize income.
  • Full benefits (401k, health, dental, vision, etc...)
  • 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.

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.

Job Tags

Full time,

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