What are the responsibilities and job description for the Financial Planning Specialist position at uFinancial Group?
Do you feel stuck in your current industry? Are you looking for a way to be your own boss while also making a massive positive impact on the financial lives of individuals and businesses? Apply today for our entry level role to go through our training program, become fully licensed, and truly learn how to build your own fee based financial planning practice.
What do you need to be successful?
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
- 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.
Salary : $50,000 - $80,000