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Entry Level - Wealth Management

Full Time Hires | Hybrid in Lancaster, PA | Full Time | From $50,000 to $80,000 per year

Job Description

Are you a current or former student athlete? Do you have a background as a leader in a club or greek life organization?

As a Wealth Management Advisor at uFinancial Group, you will work directly with real businesses and individuals 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.

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

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