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uFinancial Group
Philadelphia, PA | Full Time
$77k-96k (estimate)
1 Week Ago
Financial Advisor - Physician Focused
uFinancial Group Philadelphia, PA
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$77k-96k (estimate)
Full Time 1 Week Ago
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uFinancial Group is Hiring a Financial Advisor - Physician Focused Near Philadelphia, PA

Job Description

Job Description

Do you have a background as a leader on your campus? Are you a current or former student athlete? Have you thought about the idea of working for yourself while also helping young physicians strive to achieve financial freedom?

As a Financial Advisor with uFinancial Group , you will work directly with physicians trying to pursue their financial goals.

We will help you by providing…

  • Study material and sponsorship for SIE (Securities Industry Exam), Series 7 and Series 66
  • Opportunities for collaboration and mentorship from advisors 10 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.

How will you get started? You will…

  • Partner with senior advisors to host dinner events for physicians at various cities in on the east cost.
  • 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.

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 Summary

JOB TYPE

Full Time

SALARY

$77k-96k (estimate)

POST DATE

05/06/2024

EXPIRATION DATE

05/19/2024

WEBSITE

ufinancialgroup.com

HEADQUARTERS

Mechanicsburg, PA

SIZE

100 - 200

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