Financial Planner - uFinancial Group

Are you looking for tons of autonomy with building your financial services practice? Do you desire the ability to be an entrepreneur but not have the deal with the headaches of processing business?

As a financial planner with uFinancial Group, we are 100% supportive in giving new advisors the chance to build an independently owned financial services practice encompassing wealth management, risk management and financial planning strategies for their clients.

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.