Entry Level - Wealth Management - UFinancial : Job Details

Are you a current or former student athlete? Do you have a background as a leader in a club or greek life organization? As a Wealth Management 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. We will help you by providing... * 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. 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 #LI-CPUG1