Financial Consultant Job at uFinancial Group, Philadelphia, PA

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  • uFinancial Group
  • Philadelphia, 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 Consultant 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 Tags

Full time,

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