9 Jobs in Mechanicsburg, PA
uFinancial Group is Hiring a Financial Planner Near Mechanicsburg, PA
Job Description
Are you a natural leader and communicator? Do you have history as a former student athlete or greek life executive?
As a Financial Planner with uFinancial Group , you will work directly with real people and small businesses 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.
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.
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.
- Plenty of 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.
Job Summary
Full Time
$118k-137k (estimate)
06/03/2024
06/22/2024
ufinancialgroup.com
Mechanicsburg, PA
100 - 200
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The following is the career advancement route for Financial Planner positions, which can be used as a reference in future career path planning. As a Financial Planner, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Planner. You can explore the career advancement for a Financial Planner below and select your interested title to get hiring information.
If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Planner job description and responsibilities
Financial planners primarily assist with financial and lifestyle planning.
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Budgeting and cash flow analysis.
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These companies or consultants can offer advice, or may be registered to sell financial products.
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Preparing and consolidating financial forecasts and models as required.
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Collect all documents required to create a complete financial plan.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planner jobs
To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
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Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.
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The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
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They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
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Gives a solid foundation for understanding types of financial circumstances and options.
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Step 3: View the best colleges and universities for Financial Planner.
