3 Jobs in Mechanicsburg, PA
uFinancial Group is Hiring a Financial Planner Near Mechanicsburg, PA
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
$98k-116k (estimate)
11/25/2023
06/22/2024
ufinancialgroup.com
Mechanicsburg, PA
100 - 200
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The job skills required for Financial Planner include Financial Services, Financial Planning, Collaboration, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Planner. Select any job title you are interested in and start to search job requirements.
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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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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
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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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Step 3: View the best colleges and universities for Financial Planner.
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